Senior Premier Banker Brooklyn Navy Yards DeNovo
Wells Fargo is a financial services company providing banking, lending, credit card, investment, wealth management, commercial banking, and corporate and investment banking services to consumers, businesses, and communities.
About Wells Fargo
Wells Fargo offers checking and savings accounts, credit cards, home and personal loans, auto loans, digital banking, payments, investment and wealth management, commercial banking, and corporate and investment banking. Its services support personal customers, small businesses, commercial clients, and institutional customers, with additional customer support through branches, ATMs, online banking, and the Wells Fargo Mobile app.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will acquire and deepen relationships with affluent consumer and business customers, understand their financial goals, and deliver tailored banking, credit, lending, investment, and deposit strategies. You will manage a book of business, coordinate referrals across banking partners, promote digital adoption, support branch colleagues, and maintain strong risk and compliance controls.
Requirements
- 4+ years of customer service experience or equivalent
- 3+ years of experience building and maintaining customer and partner relationships
- 3+ years of experience recommending products and services
- 3+ years of experience in a licensed financial services position
- FINRA Series 6 and Series 63 exams or recognized equivalents
- State Insurance license(s)
- SAFE registration
- Ability to work most Saturdays
Responsibilities
- Acquire new affluent consumer and business customers
- Deepen existing customer relationships through outreach, referrals, and appointments
- Lead discovery-driven conversations about customer goals
- Deliver tailored banking and credit strategies
- Provide multi-product financial guidance and ongoing reviews
- Manage and grow a defined book of business
- Coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners
- Promote digital and mobile banking adoption
- Advise colleagues on relationship development and complex client needs
- Maintain accurate documentation and escalate issues in accordance with policies and regulations
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance
- Critical illness insurance
- Accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement