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Wells Fargo

Diversified financial services: banking, lending, investments

Senior Branch Premier Banker

Retail & Commercial BankingPosted on Nov 13
Full-timeNo salary listed

About the Job

Requirements

  • Four or more years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Three or more years of experience building and maintaining effective relationships with customers and partners.
  • Three or more years of experience recommending products and services.
  • FINRA Series 6 and Series 63, or recognized equivalents, and state insurance licenses must be active or completed within a designated timeframe.
  • For employees hired 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, or Wyoming, FINRA Series 65 or equivalent must also be completed within a specified period, subject to state regulatory requirements; 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 the time of 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.
  • Must meet enhanced financial fitness and criminal background standards; a credit report may be reviewed and additional ongoing screening may apply.
  • Must be able to work a schedule that 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 based on life stages and changing financial needs.
  • Partner with professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting expectations, and taking ownership to convert qualified opportunities into closed outcomes.
  • Educate customers on self-service and mobile banking options to promote digital adoption, customer satisfaction, engagement, and service efficiency.
  • Advise branch colleagues on relationship development and the management of complex client needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and adhere to policies and regulations to support risk and control outcomes.
  • Complete required licensing and SAFE registration; employees hired into the license-pending role participate in the Branch Network Licensed Banker program until licensed and registered, then transition to the Senior Branch Premier Banker (SAFE) role.
  • Follow applicable Wells Fargo risk programs, policies, and procedures; fulfill risk and compliance obligations, monitor and identify risks, and escalate and remediate issues in line with the business unit’s risk appetite.

Desired Qualifications

  • Experience recommending financial products and translating customer goals into clear, actionable recommendations.
  • Ability to proactively source, acquire, and deepen customer relationships through outreach and strong internal partnerships.
  • 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.
  • Three or more 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.

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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