W

Wells Fargo

Diversified financial services: banking, lending, investments

Senior Branch Premier Banker

Retail & Commercial BankingPosted on Nov 13
Full-timeNo salary listedIn-person

About the Job

Requirements

  • At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 3 years of experience building and maintaining effective relationships with customers and partners.
  • At least 3 years of experience recommending products and services.
  • Ability to work a schedule that includes most Saturdays.
  • FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s) must be active or completed within a designated timeframe. For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials exam is also required.
  • For hires in Alaska, Alabama, Connecticut, Delaware, Hawaii, Iowa, Idaho, Indiana, Kansas, Maryland, Michigan, Minnesota, Mississippi, North Carolina, North Dakota, Nebraska, New Mexico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming, FINRA Series 65 (or equivalent) is required within a specified period. Wyoming allows referral-only licensed bankers to receive IAR registration without completing the Series 65/66 exam requirement; requirements may change based on current state regulations.
  • Obtaining and maintaining required FINRA licenses is necessary for continued employment.
  • The role requires meeting enhanced financial fitness and criminal background standards.
  • SAFE registration is required at employment; loan originators must meet LO/CFPB requirements and Wells Fargo policies related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding the credit score, and additional ongoing screening may apply.
  • The position is not eligible for visa sponsorship.

Responsibilities

  • Proactively acquire new affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and pre-planned customer appointments.
  • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
  • Serve as the primary financial partner by delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs.
  • Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes.
  • Educate customers on self-service and mobile banking options to encourage digital adoption, elevate satisfaction and engagement, and improve service efficiency.
  • Advise branch colleagues on relationship development and the management of complex client needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and adhere to policies and regulations to support strong risk and control outcomes.
  • If hired into the temporary Senior Branch Premier Banker LP role, complete licensing requirements and SAFE registration; upon successful completion, transition to the Senior Branch Premier Banker (SAFE) role and participate in the Branch Network Licensed Banker program if not fully licensed.

Desired Qualifications

  • Experience recommending financial products and translating customer goals into clear, actionable recommendations.
  • Ability to proactively source, acquire, and deepen relationships through outreach and strong internal partnerships that support the customer experience.
  • Experience managing a book of business, documenting planning conversations, and following through consistently to drive retention and growth across deposits, lending, and investments.
  • Experience coaching or supporting peers to strengthen team performance and customer impact.
  • Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly.
  • Financial services industry experience in consumer banking, home lending, business banking, or investments.
  • At least 3 years of experience in a licensed financial services position.
  • Successful completion of FINRA Series 6 and Series 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
  • State insurance license(s).

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

Recently Posted Jobs

Explore more opportunities at Wells Fargo

See more jobs