Senior Premier Banker - Greater Montgomery District

About the position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. This role involves acquiring new affluent consumer and small business customers, deepening existing relationships, and advising customers on financial options and services. The position requires compliance with the SAFE Mortgage Licensing Act and ongoing employment is contingent upon meeting all licensing requirements. The Senior Branch Premier Banker will work closely with branch colleagues and partners to meet client needs and goals, while managing risks and adhering to policies and regulations.

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
• Partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management
• Understand and manage risks in the business by adhering to policies, procedures and controls
• 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
• Build relationships with branch colleagues, affluent customers, and partners
• Exercise independent judgement and discretion in managing client relationships
• Be an active member of the branch team, including providing guidance to other branch employees

Requirements

• 4+ years of customer service experience
• 3+ years of experience building and maintaining effective relationships with customers and partners
• 3+ years of experience recommending products and services

Nice-to-haves

• Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking
• Experience recommending financial services products and services
• Successfully completed FINRA Series 6 and 63 exams
• State Insurance license(s)
• 3+ years of experience in a licensed financial services position
• Customer service focus with experience handling complex transactions
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships
• Excellent verbal, written, and interpersonal communication skills
• Knowledge and understanding of book of business processes
• Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations
• Ability to educate and connect customers to technology
• Experience using strong business acumen to provide financial services consultation
• Knowledge and understanding of financial services consumer lending products
• Ability to interact with integrity and professionalism
• High motivation with ability to successfully meet team objectives
• Experience mentoring and peer-coaching others

Benefits

• 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