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Senior Branch Premier Banker McKinney TX

Wells Fargo · McKinney, TX · 2 wk ago
FinanceFull-time

About the role

Wells Fargo is seeking an Associate Branch Premier Banker (SAFE) in Consumer Banking and Lending, as part of our National Branch Network. The role starts with obtaining securities licenses through Wells Fargo's Investment Licensing Team.

  • Participate in the Branch Banking Licensed Banker licensing program.
  • Develop skills necessary for relationship management and customer service.
  • Manage client relationships through regular meetings and provide financial advice.
  • Engage with branch colleagues, affluent customers, and partners to build and maintain relationships.
  • Partner with Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to meet customer needs.
  • Offer and negotiate terms for dwelling secured transactions, adhering to the SAFE Mortgage Licensing Act of 2008 and related regulations.

Requirements

  • 6+ months of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • 1+ year of assessing and meeting customer needs or helping with issue resolution, demonstrated through work or military experience.
  • 1+ years of experience recommending products and services.
  • 1+ years of experience building and maintaining relationships with customers and partners.
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
  • Knowledge and understanding of book of business processes to manage customers' needs and grow the business.
  • Ability to educate and connect customers to technology and share the value of self-service digital banking options.
  • Ability to follow policies, procedures, and regulations.
  • Ability to interact with integrity and professionalism with customers and employees.
  • High motivation with ability to meet team objectives while maintaining individual performance.
  • Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents).
  • Completed State Insurance license(s) within a specified period.

Qualifications

  • 6+ months of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • 2+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • 1+ year of assessing and meeting customer needs or helping with issue resolution, demonstrated through work or military experience.
  • 1+ years of experience recommending products and services.
  • 1+ years of experience building and maintaining relationships with customers and partners.
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
  • Knowledge and understanding of book of business processes to manage customers' needs and grow the business.
  • Ability to educate and connect customers to technology and share the value of self-service digital banking options.
  • Ability to follow policies, procedures, and regulations.
  • Ability to interact with integrity and professionalism with customers and employees.
  • High motivation with ability to meet team objectives while maintaining individual performance.
  • Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents).
  • Completed State Insurance license(s) within a specified period.

Skills

  • Customer service focus with experience handling moderately complex transactions across multiple systems.
  • Strong verbal, written, and interpersonal communication skills.
  • Proactive sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
  • Understanding and recommending financial solutions and services.
  • Managing relationships and providing financial advice.
  • Using technology to connect with customers and share the value of self-service digital banking options.

Benefits

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.

Pay

The pay for this role is competitive and is determined by Wells Fargo's internal compensation structure and market conditions.

Schedule

The Associate Branch Premier Banker (SAFE) role is a temporary position until the employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Associate Branch Premier Banker (SAFE) role and perform the duties listed above.

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