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Wells 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.
Job Responsibility:
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
serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews
partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions
champion digital adoption by educating customers on self-service and mobile banking options
serve as an active member of the branch team by advising colleagues on relationship development and management of complex client needs
demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations
Requirements:
4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
ability to work a schedule that will include most Saturdays
FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s)
for specified states, FINRA Series 65 (or equivalent) examination also required
SAFE registration required
loan originators must meet LO/CFPB requirements and comply with Wells Fargo policies
this position is not eligible for Visa sponsorship
Nice to have:
Experience recommending financial products and translating customer goals into clear, actionable recommendations
demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership
proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through
experience coaching or supporting peers
demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility
financial services industry experience in consumer, home lending, business banking, or investments
3+ years of experience in a licensed financial services position
successfully completed FINRA Series 6 and 63 exams (or equivalent)