Premier Banker Sacramento Capital District

Overview

Wells Fargo is recruiting for a Senior Branch Premier Banker SAFE in the Consumer Banking and Lending group within Branch Banking. The role begins as a temporary Senior Branch Premier Banker LP (SAFE) pending licensing and SAFE registration, after which it will transition to the Senior Branch Premier Banker (SAFE) position. The exact day-to-day tasks can vary by branch and by banker, influenced by factors such as experience, client mix, available banking services, and client needs.

What you will do

• Proactively attract new affluent consumer and small business customers and deepen existing relationships through outreach and pre-planned appointments
• Review and analyze moderately complex customer concerns to determine possible resolutions using applicable resolution protocols
• Escalate banking related issues or business risks that require thorough evaluation
• Advise customers on a range of financial options and services that fit their needs
• Maintain deep knowledge of Wells Fargo banking, credit, and investment solutions and services
• Identify client needs and goals in business, mortgage, retirement, and investment services, and partner with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to meet those goals
• Understand and manage risks by following policies, procedures, controls, and regulatory requirements
• Collect information from customers about income, assets, investments, and credit; analyze data to develop customized plans that align Wells Fargo options with clients’ financial goals
• Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships and help customers succeed financially
• Exercise independent judgment in managing client relationships through regular meetings to review financial condition and goals and to advise on banking services and options
• Be an active member of the branch team and provide guidance to other staff on developing relationships and managing moderately complex to complex client needs

This SAFE position involves customer contact and duties that may include offering or negotiating terms and or taking an application for a dwelling secured transaction. Accordingly, it requires compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations. Ongoing employment is contingent on meeting all such requirements, including acceptable background results. Individuals in a SAFE position must also meet the Loan Originator requirements under Regulation Z (LO) as outlined below.

Required qualifications

• 4+ years of customer service experience, or an equivalent combination of 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

Desired qualifications

• Experience in financial services across corporate, consumer, mortgage, investments, brokerage, or private banking
• Experience recommending financial services products and services
• Successful completion of FINRA Series 6 and 63 exams (or recognized equivalents) to qualify for immediate registration
• State Insurance license(s)
• 3+ years of experience in a licensed financial services role
• Customer service focus with experience handling complex transactions across multiple systems
• Proficiency in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Excellent verbal, written, and interpersonal communication skills
• Knowledge of book of business processes to actively manage a Wells Fargo customer base to meet needs and grow the business
• Knowledge 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 promote self-service digital banking options
• Experience using strong business acumen to provide financial services consultation to small business customers
• Knowledge of financial services consumer lending products
• Ability to interact with integrity and professionalism with customers and colleagues
• High motivation to meet team objectives while maintaining individual performance
• Experience mentoring and peer coaching others

Licensing and compliance

This SAFE position involves customer contact and duties that may include offering or negotiating terms and or taking an application for a dwelling secured transaction. It requires compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations. Ongoing employment is contingent on meeting all such requirements, including acceptable background results. Individuals in a SAFE position must also meet the Loan Originator requirements under Regulation Z (LO) as outlined in the job expectations below.

Job expectations

Schedule flexibility including most Saturdays is required. Current FINRA Series 6 and Series 63 registrations (or FINRA recognized equivalents) are required for this role or must be completed within a specified period. For FINRA qualification exams obtained after September 30, 2018, the Securities Industry Essentials (SIE) exam co-requisite will be required. For certain states listed below, FINRA Series 65 (or equivalent) must be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, WY. Wyoming allows referral-only licensed bankers to receive IAR registration without completing Series 65/66. This list is subject to change and Series 65 licensing will be based on current state requirements at the time of employment.

• In addition, state Insurance licenses are required for this role and must be completed within a specified period.
• Licensing requirements and the expected completion timeline, determined by the number of licenses needed, will be communicated to the candidate upon offer acceptance.
• Obtaining and or maintaining appropriate FINRA licenses is required for ongoing employment. Additional requirements include meeting enhanced financial fitness a

Location

Carmichael, CA 95608, in the Sacramento Capital District.

Benefits and compensation

Wells Fargo provides robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. You will be rewarded for contributing to the community, supported for being your authentic self, and empowered to grow.