Jobs · Finance · North Carolina

Premier Banker - North Hills

Wells Fargo · Raleigh, NC · 3 wk ago
FinanceFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule etc. Only include sections that have real specific content. We must not repeat job title as heading. Remove boilerplate, EEO, etc. Keep substantive info. Let's parse content: - Intro: "Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!" This is about company benefits and culture. Could be placed under "About the role"? Actually "About this role:" heading appears later. The intro is about Wells Fargo overall. Could be part of "About the role" or maybe "Benefits". The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we can have sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include if real content. We need to extract: - About the role: The description after "About this role:" includes role overview: "Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you’ll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You’ll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions." That's good for About the role. - Responsibilities: The bullet list after "In this role you will:" includes many responsibilities. We'll put those under Responsibilities as
  • . List: - Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments - Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments - Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs - Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes - Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency - Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs - Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes Also note: "The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program." This could be part of About the role or maybe a note. Could be included under About the role or maybe a separate section like "Additional Information". But we only have set headings; maybe include under About the role. - Required Qualifications: list: - 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education - 3+ years of experience building and maintaining effective relationships with customers and partners - 3+ years of experience recommending products and services - Desired Qualifications: list: - Experience recommending financial products and translating customer goals into clear, actionable recommendations - Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience - Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments - Experience coaching or supporting peers to strengthen team performance and customer impact - Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others - Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments - 3+ years of experience in a licensed financial services position - Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration - State Insurance license(s) We could separate Required Qualifications and Desired Qualifications under Requirements and Qualifications sections. The instruction: Use headings like Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we need to map. We have Required Qualifications (mandatory) and Desired Qualifications (preferred). Could put Required under "Requirements" and Desired under "Qualifications". Or combine. Also there is "Job Expectations: Ability to work a schedule that will include most Saturdays". That's schedule info. Also licensing requirements: FINRA Series 6 and 63, State Insurance license(s), etc. That could be under Requirements or Qualifications. Also "This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe." plus details about SIE exam for after Sept 30 2018, and Series 65 for certain states. Also "Obtaining and maintaining required FINRA licenses is necessary for continued employment." Also "Wells Fargo will begin the FINRA review process once an offer is accepted. SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date." Also "Loan Originators must meet LO/CFPB requirements..." etc. Also "This position is not eligible for Visa sponsorship". Also "Posting End Date: 13 Oct 2026". Also "Job posting may come down early due to volume of applicants." This is metadata; we can drop or put in short p. We need to include Benefits, Pay, Schedule sections only if posting actually states them. Benefits: The intro mentions robust benefits, competitive compensation, programs for work-life balance and well-being. Also "Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being." Also earlier: "You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow." Also "And we’re recognized for it – Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S." So we have some benefits info. Could create Benefits section with those points. Pay: Not explicitly stated; no salary range. So we should NOT create Pay section. Schedule: We have "Ability to work a schedule that will include most Saturdays". That's schedule info. So we can create Schedule section with that. Also maybe "Job Expectations: Ability to work a schedule that will include most Saturdays". That's it. Now we need to output HTML fragment only, no /, no markdown fences. We'll structure:

    About the role

    ... (the overview paragraph(s) )

    Responsibilities

    • ...
    • ...

    Requirements

    • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
    • 3+ years of experience building and maintaining effective relationships with customers and partners
    • 3+ years of experience recommending products and services
    Maybe also include licensing requirements under Requirements? Could add separate bullet: "Must obtain and maintain required FINRA licenses (Series 6 and 63, State Insurance license(s), SIE if applicable, Series 65 for certain states) and SAFE registration." But that is also in Job Expectations. Could include under Requirements. Better to include under Requirements: "Active FINRA Series 6 and 63 (or recognized equivalents) and State Insurance license(s); SIE exam required if FINRA qualifications earned after Sept. 30, 2018; Series 65 (or equivalent) required for certain states; SAFE registration required at time of employment." Also mention "Not eligible for Visa sponsorship." Might be considered requirement. But we need to preserve all substantive info; not invent. So we can include those details.

    Qualifications

    • Experience recommending financial products and translating customer goals into clear, actionable recommendations
    • Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience
    • Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
    • Experience coaching or supporting peers to strengthen team performance and customer impact
    • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
    • Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
    • 3+ years of experience in a licensed financial services position
    • Successfully completed FINRA Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
    • State Insurance license(s)
    But note some of these overlap with Requirements; but we can keep as Desired Qualifications. We could also combine Required and Desired under Requirements and Qualifications respectively. Now Benefits section:

    Benefits

    • Robust benefits package
    • Competitive compensation
    • Programs designed to help you find work-life balance and well-being
    • Opportunity to be rewarded for investing in

Similar jobs