Wells Fargo
Senior Branch Premier Banker Ridgefield
RIDGEFIELD, CT · Senior · Full-time · Posted Oct 20, 2026
- Experience
- 4+ years of customer service experience; 3+ years building and maintaining customer and partner relationships; 3+ years recommending products and services.
- Visa sponsorship
- Not eligible for visa sponsorship
About the job
Build and manage relationships with affluent banking customers, providing tailored financial guidance and coordinating integrated solutions across banking, lending, investments, and partner teams.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, and planned appointments; manage a defined book of business.
- Assess customer goals and provide multi-product banking and credit guidance, reviews, and digital banking support.
- Coordinate with Wealth, Home Lending, and Business Banking partners while maintaining documentation, risk controls, and regulatory compliance.
What they ask for
- 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.
- FINRA Series 6 and Series 63 (or recognized equivalents), applicable State Insurance license(s), and SAFE registration; required licenses must be active or completed within a designated timeframe.
Nice to have
- Experience managing a book of business and recommending financial products based on customer goals.
- Financial services industry experience; FINRA Series 65 or equivalent is required within a specified period for listed states.
Pay
USD 37.00 - USD 65.50 base salary
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, SAFE registration
Model-written summary · the original posting is authoritative