Senior Premier Banker North Mountain

About the role

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer Banking and Lending, as part of Branch Banking. This role is intended to provide a general sense of duties performed; however, day-to-day duties and responsibilities will vary from branch to branch and even among bankers.

Responsibilities

• Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
• Review and analyze moderately complex customer concerns for possible resolution through discretionary application of applicable resolution protocols
• Escalate banking related issues or business risks that require an in-depth evaluation
• Advise customers on various aspects of recommended and available financial options and services
• Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
• Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
• Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
• Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
• Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
• Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
• Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs

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

Qualifications

• Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
• Experience recommending financial services products and services
• Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
• State Insurance license(s) required for this role and must be completed within a specified period
• Licensing requirements and expected completion timeline determined by the number of licenses needed will be communicated to the candidate upon offer acceptance
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
• Meeting enhanced financial fitness and criminal background standards

Desired Qualifications

• Experience in corporate, consumer, mortgage, investments, brokerage, or private banking
• Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents)
• State Insurance license(s) required for this role and must be completed within a specified period
• Licensing requirements and expected completion timeline determined by the number of licenses needed will be communicated to the candidate upon offer acceptance
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position
• Meeting enhanced financial fitness and criminal background standards

Job Expectations

• Ability to work a schedule that may include most Saturdays
• Adherence to Wells Fargo sales practices risk management culture
• Ability to work independently and make sound risk decisions
• Meet applicable financial responsibility and character, general financial fitness, and criminal background standards
• Pass the Nationwide Mortgage Licensing System (NMLS) test

Pay

Details on pay are not specified in the job posting.

Schedule

Details on schedule are not specified in the job posting.

Benefits

Details on benefits are not specified in the job posting.