Senior Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Coppell

Category:
Finance

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking as part of Branch Banking to acquire new affluent consumer and small business customers, deepen existing relationships, and provide advice regarding Wells Fargo’s financial solutions. This SAFE position requires compliance with applicable laws, rules, and regulations and successful completion of licensing requirements.

Job Responsibility:

Proactively acquire new affluent consumer and small business customers and deepen existing relationships
review and analyze customer concerns for possible resolution
escalate banking issues or business risks
advise customers on financial options and services
maintain deep knowledge of Wells Fargo’s financial solutions
identify client needs for mortgage, retirement, and investment services
manage risks by adhering to policies and regulations
collect and analyze customer information to develop customized financial plans
build relationships with colleagues and partners
exercise independent judgment in client relationship management
provide guidance to branch employees regarding client needs

Requirements:

4+ years of customer service experience
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents)
State Insurance license(s)
adherence to Wells Fargo sales practices risk management culture
SAFE registration required
ability to work a schedule that may include Saturdays
compliance with relevant policies and regulations

Nice to have:

Experience recommending financial services products and services
financial services industry experience
customer service focus with experience handling complex transactions
knowledge of book of business processes
knowledge of Branch Banking compliance controls, risk management, and loss prevention
ability to educate and connect customers to digital banking
strong business acumen for consultation
experience mentoring and peer-coaching others

What we offer:

Robust benefits
competitive compensation
work-life balance programs
recognition and rewards for community investment
support for well-being

Additional Information:

Job Posted:
October 13, 2025

Expiration:
October 18, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Premier Banker