Senior Premier Banker Indian Rocks Wells Fargo
Overview
Wells Fargo seeks a Senior Branch Premier Banker (SAFE) to lead affluent and complex customer relationships across deposits investments credit home lending and business banking. This role drives holistic multi product solutions supports work life balance and empowers clients to thrive. The position offers growth opportunities and recognition as a top workplace.
What You'll Do11
- 1Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach referrals and pre planned appointments
- 2Lead discovery driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships increase retention and drive balanced growth
- 3Serve as primary financial partner delivering comprehensive multi product guidance and ongoing reviews across life stages and evolving financial needs
- 4Partner with a team of professionals across Wealth Home Lending and Business Banking to coordinate warm introductions set clear expectations and take personal ownership to convert qualified opportunities into closed outcomes
- 5Champion digital adoption by educating customers on self service and mobile banking options to elevate satisfaction engagement and service efficiency
- 6Advise colleagues on relationship development and management of complex client needs
- 7Demonstrate risk excellence through accurate documentation sound judgment timely issue escalation and adherence to policies and regulations
- 8Participate in Branch Network Licensed Banker program if not fully licensed
- 9Manage a defined book of business document planning conversations and ensure consistent follow through to drive retention and growth
- 10Coach or support peers to strengthen team performance and customer impact
- 11Communicate clearly listen empathetically and build credibility and trust quickly with others
Requirements12
- 14+ years of customer service experience or equivalent via work training military education
- 23+ years of experience recommending products and services
- 3Desired qualifications include experience translating customer goals into clear actionable recommendations
- 4Proven ability to proactively source acquire and deepen relationships through outreach and building strong internal partnerships
- 5Experience managing a book of business documenting planning conversations and consistent follow through
- 6Coaching or supporting peers to strengthen team performance and customer impact
- 7Ability to communicate confidently listen with empathy and build credibility and trust
- 8Financial services industry experience in consumer home lending business banking or investments
- 93+ years of experience in a licensed financial services position
- 10Successfully completed FINRA Series 6 and Series 63 exams or FINRA recognized equivalents
- 11Active State Insurance license(s) or ability to obtain within designated timeframe
- 12Enhanced financial fitness and criminal background standards
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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