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Wells Fargo

Nationwide banking and financial services

Senior Premier Banker

Retail & Commercial BankingPosted on Nov 10
Full-timeMcLean, VA, USAIn-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.
  • The role requires FINRA Series 6 and Series 63, or recognized equivalents, and state insurance licenses, active or completed within a designated timeframe.
  • For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, 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; requirements may change with state regulations.
  • For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials exam is also required.
  • Obtaining and maintaining required FINRA licenses is necessary for continued employment.
  • The role requires SAFE registration at employment; Wells Fargo initiates the process after the start date. Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal-background standards. A credit report may be reviewed, excluding credit score, and additional ongoing screening may apply.
  • The role requires meeting enhanced financial fitness and criminal background standards.
  • The schedule includes most Saturdays.
  • The position is not eligible for visa sponsorship.

Responsibilities

  • Proactively acquire new affluent consumer and business customers while deepening 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 changing financial needs.
  • Coordinate warm introductions, set clear expectations, and take ownership of converting qualified opportunities into completed outcomes with partners in Wealth, Home Lending, and Business Banking.
  • Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
  • Advise branch colleagues on relationship development and complex client needs as an active branch-team member.
  • Maintain accurate documentation, use sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
  • Until licensing requirements and SAFE registration are completed, the Senior Branch Premier Banker LP (license pending) role is temporary; successful completion leads to transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program.

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 consistently following through 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.
  • Completion of FINRA Series 6 and 63 exams, or 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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