Senior Premier Banker - Southside

Wells Fargo Bank•Boone, NC

3d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer Banking and Lending, as part of Branch Banking. The role involves proactively acquiring new affluent consumer and small business customers, deepening existing relationships, and advising customers on various financial options and services. Employees who are not fully licensed at the time of hire will participate in a temporary Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE) until licensing requirements are successfully completed. The day-to-day duties and responsibilities will vary based on experience, client base, and client needs. Wells Fargo emphasizes a supportive environment with robust benefits, competitive compensation, and programs for work-life balance and well-being, aiming to empower employees to thrive and grow.

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
Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For certain states, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period
State Insurance license(s) are required for this role and must be completed within a specified period
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
SAFE registration at the time of employment
Meeting Consumer Financial Protection Bureau qualification requirements for Loan Originator (LO) positions, including applicable financial responsibility, character, general financial fitness, and criminal background standards

Nice To Haves

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)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
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 and share the value of self-service digital banking options
Experience using strong business acumen to provide financial services consultation to small business customers
Knowledge and understanding of financial services consumer lending products
Ability to interact with integrity and professionalism with customers and employees
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others

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 though 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
Offer/negotiate terms and/or take an application for a dwelling secured transaction, requiring compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations