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Wells Fargo

Diversified financial services: banking, lending, investments

Senior Branch Premier Banker

Retail & Commercial BankingPosted on Nov 9
Full-timeGeorgetown, TX, USANo 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.
  • FINRA Series 6 and Series 63, or recognized equivalents, and state insurance licenses must be active or completed within the designated timeframe.
  • For hires in specified states, FINRA Series 65 or an equivalent examination is required within a specified period; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
  • Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
  • SAFE registration is required at the time of employment.
  • The role requires meeting enhanced financial fitness and criminal background standards; ongoing screening may apply.
  • Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
  • Ability to work a schedule that includes most Saturdays.

Responsibilities

  • 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 drive balanced growth across deposits, lending, and investments.
  • Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews across life stages and evolving financial needs.
  • Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners, set clear expectations, and take ownership of converting 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.
  • Maintain accurate documentation, exercise 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

  • 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.
  • 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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