Senior Premier Banker The Heights

Wells Fargo

South San Francisco, CA, US
Base: $37.00 - $65.50; bonus/equity: incentive opp...
4+ years customer service experience
3+ years relationship building experience
Proactive client acquisition skills
Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent customers and deepen existing relationships through outreach and pre-planned appointments

Job Summary

  • Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent customers and deepen existing relationships through outreach and pre-planned appointments.
  • The role requires advising customers on various financial options, managing risks by adhering to policies, and partnering with peers in Business Banking, Mortgage, and Wealth Management.
  • Employees are offered robust benefits including health coverage, 401(k) plans, paid time off, and tuition reimbursement as part of the company's commitment to work-life balance.

Matching Summary

Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent customers and deepen existing relationships through outreach and pre-planned appointments.

Salary

Base: $37.00 - $65.50; Bonus/Equity: Incentive opportunities available; Benefits: Comprehensive health, 401(k), paid time off, and tuition reimbursement

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • Proactive client acquisition skills
  • Risk management and compliance adherence
  • Complex transaction handling across systems

Nice-to-have

  • Financial services industry background
  • Experience mentoring peer colleagues
  • Strong business acumen for consulting
  • Ability to educate on digital banking
  • High motivation for team objectives

Key Requirements

  • FINRA Series 6 and 63 exams or equivalents
  • State Insurance license(s)
  • SAFE Mortgage Licensing Act registration
  • Loan Originator requirements under Regulation Z
  • Acceptable background investigation results

Work Rights

Not specified

Tailored Resume

Cover Letter