Senior Premier Banker Third Avenue and 58th Street Branch NY

Wells Fargo • New York, NY

393d • $76,294 - $135,699

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, responsible for acquiring new affluent customers and deepening existing relationships. This role involves advising clients on financial options, managing risks, and collaborating with various banking services to meet client needs. The position requires compliance with licensing and regulatory standards, and successful candidates will transition from a temporary to a permanent role upon meeting these requirements.

Requirements

• 4+ years of customer service experience or equivalent demonstrated through work experience, training, military experience, or education.
• 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 (or recognized FINRA equivalents).
• State Insurance license(s).
• 3+ years of experience in a licensed financial services position.
• Customer service focus with experience handling complex transactions across multiple systems.
• Excellent verbal, written, and interpersonal communication skills.
• Knowledge and understanding of book of business processes.
• Ability to educate and connect customers to technology and share the value of self-service digital banking options.

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, partnering closely with peers to meet these needs.
• Understand and manage risks in the business by adhering to policies, procedures, and controls, 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.
• Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships.
• Exercise independent judgment and discretion in managing client relationships through regular meetings to review financial conditions and goals.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed