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Wells Fargo

Nationwide banking and financial services

Senior Branch Premier Banker - Northeast Maryland District

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeBaltimore, MD, USA

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.
  • The role requires FINRA Series 6 and Series 63 or FINRA-recognized equivalents, and state insurance licenses, active or completed within a designated timeframe.
  • 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 an equivalent examination is also required within a specified period; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
  • For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials exam is also required.
  • SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
  • Loan originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards; a credit report may be reviewed and additional ongoing screening may apply.
  • The role requires meeting enhanced financial fitness and criminal background standards.
  • Candidates must be able to work a schedule that includes most Saturdays.
  • This 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 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.
  • Coordinate warm introductions and clear expectations with partners across Wealth, Home Lending, and Business Banking, and take personal ownership of converting qualified opportunities into closed outcomes.
  • Educate customers on self-service and mobile banking options to promote digital adoption, satisfaction, engagement, and service efficiency.
  • Advise branch colleagues on relationship development and management of complex client needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and adhere to policies and regulations to support strong control outcomes.
  • Until licensing requirements and SAFE registration are successfully completed, employees hired into the Senior Branch Premier Banker LP role serve in a temporary role and participate in the Branch Network Licensed Banker program if not fully licensed; upon completion, they transition to Senior Branch Premier Banker (SAFE).

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 experience in consumer banking, home lending, business banking, or investments.
  • At least 3 years of experience in a licensed financial services position.
  • Completion of FINRA Series 6 and 63 exams or FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration.
  • State insurance licenses.

About the Company

Wells Fargo

Nationwide banking and financial services

Wells Fargo provides banking, investment, and payment services across the United States. Its products include checking and savings accounts, loans, credit cards, wealth management, and payment solutions that work through branches, online and mobile platforms, and an extensive network of branches and ATMs to move money and manage accounts. The bank leverages a long West-to-Midwest footprint and an integrated suite of banking, investment, and payments, reflecting its evolution from 1852 and the 1998 Norwest merger that adopted the Wells Fargo name. Its goal is to help customers manage money, grow wealth, and pay and transfer funds safely and reliably for individuals, small businesses, and institutions.

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

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