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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, delivering integrated solutions across various financial services and assisting customers with everyday banking needs.
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)
- Must meet enhanced financial fitness and criminal background standards
- Must meet LO/CFPB requirements and comply with Wells Fargo policies related to financial responsibility, character, fitness, and criminal background
- Third-Party recordings are prohibited unless authorized by Wells Fargo
- Must directly represent your own experiences during the recruiting and hiring process
- Must be prepared to provide accurate information and supporting documentation for employment and education verification
Skills
- Relationship acumen
- Proactive customer engagement
- Seamless collaboration with internal partners
- Financial product recommendation
- Translating customer goals into actionable recommendations
- Proactive sourcing, acquisition, and deepening of relationships
- Building strong internal partnerships
- Managing a book-of-business
- Documentation of planning conversations
- Consistent follow-through to drive retention and growth
- Coaching or supporting peers
- Clear and confident communication
- Empathetic listening
- Building credibility and trust quickly
Location
- National Branch Network
Work Type
- Full-time
- Onsite
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
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.
- Recognized in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.
- Employees support a focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture.
- 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.
- To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.