Senior Premier Banker - Mercer Island, WA

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About this role:
Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch
Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and
SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier
Banker (SAFE) role.
The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the
day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several
variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options
of various clients, and client needs.
In this role you will:
• Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker
licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has
successfully completed licensing requirements. Upon successful completion, employees will transition to the
Senior Branch Premier Banker (SAFE) role and perform the following duties:
• 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 though 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, then partner closely
with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best
meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
• Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring
compliance with applicable laws, rules, and regulations
2 Document title
•
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
•
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
•
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
•
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
•
This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below
Required Qualifications:
•
4+ years of customer service experience, or equivalent demonstrated through one or a combination