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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 retain clients. You will own and grow a defined book of business, offering integrated solutions across various financial services and assisting with everyday banking needs to ensure a seamless 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 possess or obtain FINRA Series 6 and Series 63 (or equivalents) and State Insurance license(s) within a designated timeframe
- For specific states, FINRA Series 65 (or equivalent) examination will also be required within a specified period
- Obtaining and maintaining required FINRA licenses is necessary for continued employment
- Must meet enhanced financial fitness and criminal background standards
- SAFE registration is required at the time of employment
- 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
- 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
- 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
- 10718 71ST AVENUE, FOREST HILLS, NY 11375
- 24840 NORTHERN BLVD, LITTLE NECK, NY 11362
- 2540 JACKSON AVE, LONG ISLAND CITY, NY 11101
- 2929 DITMARS BOULEVARD, ASTORIA, NY
- 11105 2360 BELL BOULEVARD BAYSIDE, NY
- 11360 9119 QUEENS BOULEVARD, ELMHURST, NY
- 11373 4028 MAIN STREET, FLUSHING, NY
- 37-02 JUNCTION BOULEVARD, CORONA, NY
- 11368 4601 QUEENS BOULEVARD, SUNNYSIDE, NY
- 11104 139-15 20TH AVENUE, COLLEGE POINT, NY
- 11356 8320 ROOSEVELT AVENUE, JACKSON HEIGHTS, NY
- 11372 3301 30th AVENUE, ASTORIA, NY 11103
Work Type
- Onsite
Experience Level
- Senior
- 4+ years of customer service experience
- 3+ years of experience building and maintaining effective relationships
- 3+ years of experience recommending products and services
- 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 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.
- Wells Fargo provides eligible employees with a comprehensive set of benefits.
- Wells Fargo maintains a drug free workplace.
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.
- Applicants with Disabilities: To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.