Senior Premier Banker - Longmont, Co

Wells Fargo

Longmont, CO, US
Base: $30.50 - $55.00 ph; bonus/equity: incentive ...
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Proactive customer relationship acquisition
Deepening existing affluent client relationships
Delivering tailored banking and credit strategies
** Wells Fargo is seeking a Senior Branch Premier Banker in Longmont, CO, to manage relationships with affluent customers, providing comprehensive banking solutions tailored to their financial needs. The ideal candidate should have extensive experience in customer service, financial product recommendations, and relationship building, with a focus on proactive outreach and collaboration. This position offers competitive compensation, robust benefits, and significant opportunities for career growth. **

Job Summary

  • This role serves as the primary point of contact for affluent customers, managing their complex financial needs through scheduled appointments and proactive outreach.
  • Wells Fargo offers robust benefits, competitive compensation, and programs designed to help employees find work-life balance and well-being while growing their careers.
  • Success in this position requires owning a book of business and collaborating with Wealth, Home Lending, and Business Banking teams to deliver integrated solutions.

Matching Summary

Match Score: 75

** Wells Fargo is seeking a Senior Branch Premier Banker in Longmont, CO, to manage relationships with affluent customers, providing comprehensive banking solutions tailored to their financial needs. The ideal candidate should have extensive experience in customer service, financial product recommendations, and relationship building, with a focus on proactive outreach and collaboration. This position offers competitive compensation, robust benefits, and significant opportunities for career growth. **

Salary

Base: $30.50 - $55.00 per hour; Bonus/Equity: Incentive opportunities eligible; Benefits: Health, 401(k), PTO, disability, life insurance, parental leave, tuition reimbursement

Skills & Requirements

Must-have

  • Proactive customer relationship acquisition
  • Deepening existing affluent client relationships
  • Delivering tailored banking and credit strategies
  • Managing a defined book of business
  • Championing digital adoption for customers

Nice-to-have

  • Experience coaching or supporting peers
  • Ability to communicate with empathy
  • Building credibility and trust quickly
  • Strong internal partnership collaboration
  • Holistic multi-product solution delivery

Key Requirements

  • 4+ years of customer service experience
  • 3+ years building effective customer relationships
  • FINRA Series 6 and 63 exams required
  • State Insurance license(s) required
  • SAFE registration required at employment
  • SIE exam required if FINRA exams after Sept 30, 2018
  • Series 65 required for specific states

Work Rights

Not specified

Tailored Resume

Cover Letter