Job Description
\u003cp\u003e\u003cb\u003eWhy Wells Fargo:\u003c/b\u003e\u003c/p\u003e\u003cp\u003eAre you looking for more? Find it here. At Wells Fargo, we\u0026#39;re more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!\u003c/p\u003e\u003cp\u003e\u003c/p\u003e\u003cp\u003e\u003cb\u003eAbout this role:\u003c/b\u003e\u003c/p\u003e\u003cp\u003eWells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth-oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you’ll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience.\u003c/p\u003e\u003cp\u003e\u003c/p\u003e\u003cp\u003eWells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You’ll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions.\u003c/p\u003e\u003cp\u003e\u003c/p\u003e\u003cp\u003e\u003cb\u003eIn this role you will:\u003c/b\u003e\u003c/p\u003e\u003cul\u003e\u003cli\u003eProactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments\u003c/li\u003e\u003cli\u003eLead 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\u003c/li\u003e\u003cli\u003eServe as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs\u003c/li\u003e\u003cli\u003ePartner with a team of 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\u003c/li\u003e\u003cli\u003eChampion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency\u003c/li\u003e\u003cli\u003eServe as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs\u003c/li\u003e\u003cli\u003eDemonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes\u003c/li\u003e\u003cli\u003eThe Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003c/p\u003e\u003cp\u003e\u003cb\u003eRequired Qualifications:\u003c/b\u003e\u003c/p\u003e\u003cul\u003e\u003cli\u003e4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education\u003c/li\u003e\u003cli\u003e3+ years of experience building and maintaining effective relationships with customers and partners\u003c/li\u003e\u003cli\u003e3+ years of experience recommending products and services\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003c/p\u003e\u003cp\u003e\u003cb\u003eDesired Qualifications:\u003c/b\u003e\u003c/p\u003e\u003cul\u003e\u003cli\u003eExperience recommending financial products and translating customer goals into clear, actionable recommendations\u003c/li\u003e\u003cli\u003eDemonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience\u003c/li\u003e\u003cli\u003eProven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments\u003c/li\u003e\u003cli\u003eExperience coaching or supporting peers to strengthen team performance and customer impact\u003c/li\u003e\u003cli\u003eDemonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others\u003c/li\u003e\u003cli\u003eFinancial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments\u003c/li\u003e\u003cli\u003e3+ years of experience in a licensed financial services position\u003c/li\u003e\u003cli\u003eSuccessfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration\u003c/li\u003e\u003cli\u003eState Insurance license(s)\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003c/p\u003e\u003cp\u003e\u003cb\u003eJob Expectations:\u003c/b\u003e\u003c/p\u003e\u003cul\u003e\u003cli\u003eAbility to work a schedule that will include most Saturdays\u003c/li\u003e\u003cli\u003eThis role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required\u003c/li\u003e\u003cli\u003eFor the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations\u003c/li\u003e\u003cli\u003eObtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted\u003c/li\u003e\u003cli\u003eSAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply\u003c/li\u003e\u003cli\u003eThis position is not eligible for Visa sponsorship\u003c/li\u003e\u003c/ul\u003e\u003cp style=\
