Inactive
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Wells Fargo

Diversified financial services: banking, lending, investments

Senior Branch Premier Banker

Retail & Commercial BankingPosted on Oct 30
Full-time

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 recommend financial products and translate customer goals into clear, actionable recommendations.
  • Ability to proactively source, acquire, and deepen relationships through outreach and internal partnerships.
  • Experience managing a book of business, documenting planning conversations, and 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, listen with empathy, and build credibility and trust.
  • Required FINRA Series 6 and Series 63 licenses or recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
  • For hiring 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 equivalent is required within a specified period; Wyoming permits referral-only licensed bankers to obtain IAR registration without Series 65/66.
  • For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials exam is also required.
  • Required FINRA licenses must be obtained and maintained 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, including financial responsibility, character, fitness, and criminal background standards; credit and ongoing screening may apply.
  • Ability 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 support balanced growth across deposits, lending, and investments.
  • Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews based on life stages and changing financial needs.
  • Coordinate with professionals in Wealth, Home Lending, and Business Banking to provide integrated solutions, make warm introductions, set expectations, and take ownership of converting qualified opportunities into completed 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 complex customer needs as an active branch team member.
  • Maintain accurate documentation, use sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
  • Until licensing requirements and SAFE registration are completed, employees hired into the license-pending role participate in the Branch Network Licensed Banker program; upon successful completion, they transition to the Senior Branch Premier Banker (SAFE) role.

Desired Qualifications

  • 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 FINRA Series 6 and Series 63 exams or recognized equivalents sufficient to qualify for immediate FINRA registration.

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

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