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Wells Fargo

Diversified financial services: banking, lending, investments

Senior Premier Banker

Retail & Commercial BankingUpdated on Nov 13
Full-timeNorcross, GA, USANo salary listedIn-person

About the Job

Requirements

  • At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 3 years of experience building and maintaining effective relationships with customers and partners.
  • At least 3 years of experience recommending products and services.
  • FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s) must be active or completed within the designated timeframe; the Securities Industry Essentials exam is also required for FINRA qualification exams earned after September 30, 2018.
  • For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, Series 65 (or equivalent) is required within the specified timeframe, subject to state regulations.
  • SAFE registration is required at employment; Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
  • The role requires meeting enhanced financial fitness and criminal background standards.
  • The position is not eligible for visa sponsorship.

Responsibilities

  • Proactively acquire new affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned customer appointments.
  • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
  • Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews tailored to customers’ life stages and evolving financial needs.
  • Coordinate warm introductions and clear expectations with Wealth, Home Lending, and Business Banking partners, and take personal ownership of converting qualified opportunities into closed outcomes.
  • Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
  • Advise branch colleagues on relationship development and management of complex client needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk-control outcomes.
  • After successfully completing licensing requirements and SAFE registration, transition from the temporary Senior Branch Premier Banker LP role to the Senior Branch Premier Banker (SAFE) role; employees who are not fully licensed participate in the Branch Network Licensed Banker program.
  • Work a schedule that includes most Saturdays.
  • Obtain and maintain required FINRA licenses for continued employment; Wells Fargo begins the FINRA review process after an offer is accepted.

Desired Qualifications

  • Experience recommending financial products and translating customer goals into clear, actionable recommendations.
  • Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships that support customer experience.
  • Experience managing a book of business, documenting planning conversations, and following through consistently to drive retention and growth across deposits, lending, and investments.
  • Experience coaching or supporting peers to strengthen team performance and customer impact.
  • Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly.
  • Financial services industry experience in consumer banking, home lending, business banking, or investments.
  • At least 3 years of experience in a licensed financial services position.
  • Successful completion of FINRA Series 6 and 63 exams (or recognized equivalents) sufficient to qualify for immediate FINRA registration.
  • State insurance license(s).

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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