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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 and those with more complex financial needs. This role serves as the primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. It is designed for growth-oriented professionals who lead with advice to acquire and deepen relationships, translate customer goals into comprehensive financial strategies, and own a defined book of business. Success is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners.
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 one or a combination of the following: 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
- This 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.
- For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY.
- Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66.
- Requirements may change based on current state regulations.
- Obtaining 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.
- SAFE 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.
- This position is not eligible for Visa sponsorship
Skills
- Recommending financial products
- Translating customer goals into clear, actionable recommendations
- Proactively sourcing, acquiring, and deepening relationships through proactive outreach and building strong internal partnerships
- Managing a book-of-business
- Documentation of planning conversations
- Consistent follow-through to drive retention and growth across deposits, lending, and investments
- Coaching or supporting peers to strengthen team performance and customer impact
- Communicating clearly and confidently
- Listening with empathy
- Building 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
- Experience in a licensed financial services position
- Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
Location
- 401 W MERCER ST, DRIPPING SPRINGS, TX 78620
- 5900 W Slaughter Ln Bldg E, Austin, TX 78749
- 4301 W William Cannon Dr Bldg L, Austin, TX 78749
Work Type
- Full-time
Experience Level
- Senior
- 3+ years of experience building and maintaining effective relationships with customers and partners
- 3+ years of experience recommending products and services
- 3+ years of experience in a licensed financial services position
Benefits
- Robust benefits
- Competitive compensation
- Programs designed to help you find work-life balance and well-being
- Rewarding investment in your community
- Celebration for being your authentic self
- Empowerment to grow
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.
- Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.