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Wells Fargo

Diversified financial services: banking, lending, investments

Senior Branch Premier Banker

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeNewtown, PA, USANo salary listed

About the Job

Requirements

  • At least 4 years of customer service experience, or equivalent experience demonstrated through work, 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 licenses, or recognized equivalents, and state insurance licenses must be active or completed within the 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, FINRA Series 65 or an equivalent is required within the specified timeframe, subject to state regulations. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
  • 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 Loan Originator/Consumer Financial Protection Bureau requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background; credit reports may be reviewed, and additional ongoing screening may apply.

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 customers’ 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 about self-service and mobile banking options to increase 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 timely, and adhere to policies and regulations to support strong control outcomes.
  • Open accounts, handle service requests, and support customers’ everyday banking needs.
  • Grow and manage a defined book of business using goals-based planning and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking.
  • Complete required licensing and SAFE registration; employees hired into the license-pending role participate in the Branch Network Licensed Banker program until they complete licensing requirements and transition to the 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 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 63 exams, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
  • State insurance licenses.

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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