Senior Premier Banker 101 - 152 Corridor District
$76,960–$136,240 year
On-site · Monterey, California, United States or Salinas, California, United States
Job Summary
Senior Branch Premier Banker role focusing on affluent clientRelationships, delivering multi‐product banking guidance across deposits, lending, and investments. Responsibilities include proactive outreach, discovery-driven conversations to tailor financial strategies, coordinating with Wealth/Home Lending/Business Banking teams, and ensuring risk/compliance adherence. Licensed financial services professional with required FINRA exams and state insurance licenses; SAFE registration required; opportunity for growth within Wells Fargo with location-specific branch assignments in CA. This is a temporary LP role transitioning to the licensed Senior Branch Premier Banker path upon licensing completion; ongoing training, coaching, and collaboration across teams are emphasized.
Required Qualifications
- 4+ years of customer service experience
- 3+ years of experience building and maintaining relationships with customers
- 3+ years of experience recommending products and services
- FINRA Series 6 and 63 exams (or equivalents)
- State Insurance license(s)
- SAFE registration
- Securities Industry Essentials (SIE) exam if earned after Sept. 30, 2018
- Licensing requirements in multiple states (where applicable)
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