Senior Premier Banker

Jobtailor

Dublin (CA)

On-site

USD 85,000 - 130,000

Full time

3 days ago

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Job summary

Jobtailor in the United States seeks a licensed financial professional to acquire affluent customers and manage a diverse book of deposits, lending, and investments.

This role emphasizes relationship building, proactive outreach, and strict adherence to regulations, with progression from Licensed Banker LP to Senior Branch Premier Banker (SAFE) and FINRA registrations.

Qualifications

4+ years of customer service experience
3+ years building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Experience recommending financial products and translating customer goals into actionable recommendations
Experience sourcing, acquiring, and deepening customer relationships through proactive outreach and internal partnerships
Experience managing a book of business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments
Experience coaching or supporting peers
Financial services industry experience in consumer, home lending, business banking, or investments
3+ years of experience in a licensed financial services position
FINRA Series 6 and 63 exams or recognized equivalents sufficient to qualify for immediate FINRA registration
State Insurance license(s)
FINRA Series 6 and Series 63, or recognized equivalents, must be active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period in listed states
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
This position is not eligible for Visa sponsorship
Ability to work a schedule that includes most Saturdays

Responsibilities

Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
Deepen existing customer relationships through discovery-driven conversations and tailored banking and credit strategies
Serve as the primary financial partner providing comprehensive multi-product guidance and ongoing reviews
Manage and grow a defined book of business across deposits, lending, and investments
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
Educate customers on self-service and mobile banking options
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, and follow policies and regulations
Complete the temporary Licensed Banker LP role until licensing requirements and SAFE registration are completed, then transition to Senior Branch Premier Banker (SAFE)

Skills

Customer Relationship Management

Financial Product Knowledge

Proactive Outreach

Documenting Planning Conversations

Coaching Peers

Regulatory Compliance

Education

FINRA Series 6 & 63 licenses

SIE certification

State Insurance License

FINRA Series 65

Tools

Mobile Banking Solutions

Self-Service Banking Options

Job description

Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
Deepen existing customer relationships through discovery-driven conversations and tailored banking and credit strategies
Serve as the primary financial partner providing comprehensive multi-product guidance and ongoing reviews
Manage and grow a defined book of business across deposits, lending, and investments
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
Educate customers on self-service and mobile banking options
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, **escalate issues**, and follow policies and regulations
Complete the temporary Licensed Banker LP role until licensing requirements and SAFE registration are completed, then transition to Senior Branch Premier Banker (SAFE)

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
Experience recommending financial products and translating customer goals into actionable recommendations
Experience sourcing, acquiring, and deepening customer relationships through proactive outreach and internal partnerships
Experience managing a book of business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments
Experience coaching or supporting peers
Financial services industry experience in consumer, home lending, business banking, or investments
3+ years of experience in a licensed financial services position
FINRA Series 6 and 63 exams or recognized equivalents sufficient to qualify for immediate FINRA registration
State Insurance license(s)
FINRA Series 6 and Series 63, or recognized equivalents, must be active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period in listed states
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
This position is not eligible for Visa sponsorship
Ability to work a schedule that includes most Saturdays

Core Competencies

Demonstrates expertise in customer relationship management, financial product recommendations, and strategic outreach to acquire and deepen client relationships. Proficient in managing a book of business across deposits, lending, and investments while adhering to regulatory requirements.

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