Senior Premier Banker Metro Charlotte District

Wells Fargo

Charlotte, NC, US
Not specified; not specified; competitive compensa...
4+ years customer service experience
3+ years relationship building experience
Proactive acquisition of affluent clients
Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers while deepening existing relationships

Job Summary

  • Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers while deepening existing relationships.
  • The role requires advising customers on various financial options including banking, credit, investments, and mortgage services while adhering to strict risk and compliance protocols.
  • Employees will be part of a culture recognized as the #1 financial services employer for career growth, offering robust benefits and support for work-life balance.

Matching Summary

Wells Fargo is seeking a Senior Branch Premier Banker to proactively acquire new affluent consumer and small business customers while deepening existing relationships.

Salary

Not specified; Not specified; Competitive compensation mentioned

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building experience
  • Proactive acquisition of affluent clients
  • Risk management and compliance adherence
  • Independent judgment in client management

Nice-to-have

  • Experience mentoring branch colleagues
  • Strong business acumen for small business
  • Ability to educate customers on digital tools
  • High motivation to meet team objectives
  • Experience handling complex transactions

Key Requirements

  • FINRA Series 6 and 63 exams required
  • State Insurance license(s) required
  • SAFE Mortgage Licensing Act registration
  • Loan Originator requirements under Regulation Z
  • Clean background and credit check results

Work Rights

Not specified

Tailored Resume

Cover Letter