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About the Role

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to grow, deepen, and manage relationships with affluent customers. This role serves as the primary point of contact for banking products and services, leveraging advice-driven strategies to acquire and deepen relationships. You will own and grow a defined book of business, translating customer goals into comprehensive financial strategies across various banking products. Success is driven by strong relationship acumen, proactive customer engagement, and collaboration with internal partners to deliver a differentiated customer experience.

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 delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs
Partner 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
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or 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
Must obtain and maintain required FINRA licenses (Series 6, Series 63, and potentially Series 65/66) and State Insurance license(s) within a designated timeframe
Must meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
Credit report may be reviewed (credit score not included) and additional ongoing screening may apply
This position is not eligible for Visa sponsorship

Skills

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 to support the customer experience
Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
Experience coaching or supporting peers to strengthen team performance and customer impact
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
3+ years of experience in a licensed financial services position

Location

1937 Commerce St YORKTOWN HEIGHTS, NY 10598

Work Type

Onsite
Full-time

Experience Level

Senior
3+ years of experience in a licensed financial services position

Salary/Compensations

$37.00 - $65.50

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

About the Company

Wells Fargo is a financial services leader and a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed.
Wells Fargo once again ranked in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.

Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Wells Fargo maintains a drug free workplace.