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Wells Fargo

Nationwide banking and financial services

Senior Premier Banker

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNo salary listed

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 required Financial Industry Regulatory Authority Series 6 and Series 63 examinations, or recognized equivalents, and state insurance license(s), must be active or completed within a designated timeframe. The Securities Industry Essentials exam is also required for FINRA qualification exams earned after September 30, 2018.
  • 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, the Financial Industry Regulatory Authority Series 65 examination or equivalent is also required within a specified period. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65 or 66. Requirements may change based on current state regulations.
  • Obtaining and maintaining required Financial Industry Regulatory Authority licenses is necessary for continued employment; the role also requires meeting enhanced financial fitness and criminal background standards.
  • SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date. Loan originators must meet Loan Originator/Consumer Financial Protection Bureau requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed, excluding credit score, and additional ongoing screening may apply.
  • The role 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 providing 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 and improve satisfaction, engagement, and service efficiency.
  • Advise branch colleagues on relationship development and management of complex client needs as an active member of the branch team.
  • Maintain risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
  • Until licensing requirements and SAFE registration are completed, employees hired into the Senior Branch Premier Banker LP role serve in a temporary license-pending position and participate in the Branch Network Licensed Banker program; upon successful completion, they transition to the Senior Branch Premier Banker SAFE role.

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.
  • Successfully completed Financial Industry Regulatory Authority Series 6 and Series 63 examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
  • State insurance license(s).

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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