Jobs · Finance · New York

Senior Premier Banker Smithtown DeNovo

Wells Fargo · Smithtown, NY · 1 mo ago
Finance$37–$65.5/hrFull-time
We need to output only HTML fragment, no markdown fences. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include sections only if posting has real specific content. Let's parse. Job title: Senior Branch Premier Banker (SAFE). Not to repeat as heading. We need sections: - About the role: The posting includes "About This Role" paragraph. So we can have

About the role

with

containing that paragraph. - Responsibilities: The posting includes "In This Role You Will" bullet list. So we can have

Responsibilities

with
  • items. - Requirements: There's "Required Qualifications" and "Job Expectations" etc. Could combine into Requirements section. Also "Desired Qualifications" maybe part of Requirements or Skills. We'll treat "Required Qualifications" as Requirements. Also "Job Expectations" includes schedule (most Saturdays) and licensing requirements. Could be part of Requirements or separate sections. Since we have Schedule section if schedule info present. The posting says: "Ability to work a schedule that will include most Saturdays". That's schedule info. So we can have a Schedule section with that sentence. - Qualifications: Could be separate from Requirements? The instruction says use headings for Qualifications as well. Might duplicate. But we can combine Required Qualifications under Requirements, and Desired Qualifications under Qualifications? Or we could have Qualifications section for both required and desired? However we must not create thin sections. Let's think: The posting has "Required Qualifications" and "Desired Qualifications". Also "Job Expectations". Could put Required Qualifications under Requirements, Desired Qualifications under Qualifications, and Job Expectations maybe under Requirements or Schedule? But schedule is separate. Better: Use sections: - About the role - Responsibilities - Requirements (covers Required Qualifications + Job Expectations except schedule) - Qualifications (covers Desired Qualifications) - Benefits - Pay - Schedule Check if we have content for each. About the role: Yes. Responsibilities: Yes (list). Requirements: Required Qualifications (4+ years customer service, 3+ years relationship building, 3+ years recommending products/services). Also Job Expectations includes licensing requirements, FINRA series 6/63, state insurance license, SIE, etc, plus ability to work schedule (but schedule separate). Also mentions "This role also requires meeting enhanced financial fitness and criminal background standards." etc. So we can include those in Requirements. Qualifications: Desired Qualifications list (experience recommending financial products, proactive sourcing, managing book-of-business, coaching peers, communication, financial services industry experience, 3+ years licensed position, FINRA Series 6/63, State Insurance license). Some overlap with required but okay. Benefits: Yes list. Pay: Yes "$37.00 - $65.50" base pay range. Schedule: Yes "Ability to work a schedule that will include most Saturdays". Also maybe mention that schedule includes most Saturdays. We must not include boilerplate like EEO, etc. Remove. We must not repeat job title as heading. We must not include Job ID/requisition numbers. We must preserve all substantive information; do not invent or summarize away detail. So we need to include all details from those sections. We need to format as HTML fragment: use

    for headings,

    for prose,

    • for lists. We need to ensure we don't add extra headings with empty content. Let's extract exact text. About This Role paragraph: "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." We'll put that in

      . Responsibilities list: The bullet points after "In This Role You Will". Let's capture each line: - 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 - 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. That last bullet is more about role type; still part of responsibilities? It's more about role description. We'll include as a bullet. Now Required Qualifications: "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" We'll put as list. Job Expectations (excluding schedule) includes: "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. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required.For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period of time: 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. Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66. Requirements may change based on current state regulations.Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. 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.Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.This position is not eligible for Visa sponsorship" We'll include that as prose or list? It's a paragraph; we can put in

      . Desired 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 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'll list. Benefits list: The bullet list after "Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below." Items: - Health benefits - 401(k) Plan - Paid time off - Disability benefits - Life insurance, critical illness insurance, and accident insurance - Parental leave - Critical caregiving leave - Discounts and savings - Commuter benefits - Tuition reimbursement - Scholarships for dependent children - Adoption reimbursement We'll list. Pay: "$37.00 - $65.50" base pay range offered for this position. Also note "Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities." We'll include that as prose. Schedule: "Ability to work a schedule that will include most Saturdays". Also maybe note that schedule includes most Saturdays. We'll put that as

      . Now ensure we don't include any boilerplate like EEO, etc. Also remove "Posting End Date: 23 Oct 2026" etc. Also remove "Job posting may come down early due to volume of applicants." etc. Also remove "We Value Equal Opportunity" etc. Also remove "Reference Number R-577444". Also remove "Why Wells Fargo Are you looking for more? Find it here." etc at top (that's marketing fluff). Also remove "Living the Well Life means..." etc? Actually that is part of the intro before About This Role. That is also boilerplate? It's about benefits and culture but not specific to role. The instruction: Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The intro about Wells Fargo being a global trailblazer etc is likely boilerplate marketing; but it's not explicitly listed as boilerplate to remove. However it's not specific to the role; but the instruction says preserve ALL substantive information; do NOT invent or summarize away detail. The intro is substantive? It's about company culture; maybe considered boilerplate but not explicitly listed. Safer to keep? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." The intro is not those categories. It's more marketing fluff but not prohibited. However we might want to keep it as part of About the role? Actually About

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