Wells Fargo - Midlothian, VA
posted 2 months ago
Full-time - Mid Level
Midlothian, VA
Credit Intermediation and Related Activities
About the position
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, responsible for acquiring new affluent customers and deepening existing relationships. This role involves advising clients on financial options, managing risks, and collaborating with various banking services to meet client needs. The position requires compliance with licensing and regulatory requirements, and successful candidates will transition from a temporary to a permanent role upon meeting these requirements.
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 through 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, partnering closely with peers to meet these needs.
- Understand and manage risks in the business by adhering to policies, procedures, and controls, 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.
- Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships.
- Exercise independent judgment and discretion in managing client relationships through regular meetings to review financial conditions and goals.
- Be an active member of the branch team, providing guidance to other branch employees on developing relationships and managing client needs.
Requirements
- 4+ years of customer service experience or equivalent demonstrated through 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.
Nice-to-haves
- Financial services industry experience in 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).
- 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 customers.
- Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention.
- Ability to educate and connect customers to technology and share the value of self-service digital banking options.
Benefits
- Competitive salary
- Robust benefits package
- Programs to support work-life balance and well-being
- Opportunities for career growth and development
