Senior Branch Premier Banker - Exton

Wells Fargo & Company • Exton, PA

5d

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and customers with complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and grows a defined book of business, uses goals-based planning and prudent risk oversight, and provides integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests.

The position emphasizes advice-led customer relationships, discovery of financial goals, comprehensive financial strategies, and ongoing reviews as customers’ needs change. The banker collaborates with Wealth, Home Lending, and Business Banking partners to provide integrated solutions and a differentiated customer experience, while promoting digital banking adoption and contributing to the branch team. Wells Fargo provides digital tools, training, and ongoing coaching.

The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. Required licenses must be obtained and maintained for continued employment. The position is not eligible for visa sponsorship.

Requirements

• At least 4 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
• At least 3 years of experience building and maintaining effective relationships with customers and partners.
• At least 3 years of experience recommending products and services.
• FINRA Series 6 and Series 63, or FINRA-recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
• For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
• FINRA Series 65 or equivalent within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
• SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
• Must meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
• Not eligible for visa sponsorship.

Nice To Haves

• Experience recommending financial products and translating customer goals into clear, actionable recommendations.
• Ability to proactively source, acquire, and deepen relationships through outreach and strong internal partnerships.
• Experience managing a book of business, documenting planning conversations, and consistently following through to drive retention and growth across deposits, lending, and investments.
• Experience coaching or supporting peers to strengthen team performance and customer impact.
• Ability to communicate clearly and confidently, listen with empathy, and quickly build credibility and trust.
• Financial services experience in consumer banking, home lending, business banking, or investments.
• At least 3 years of experience in a licensed financial services position.
• Successful completion of FINRA Series 6 and 63 exams, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
• State insurance license(s).

Responsibilities

• Proactively acquire affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned appointments.
• Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
• Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews across life stages and changing financial needs.
• Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of converting qualified opportunities into outcomes.
• Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction and service efficiency.
• Advise branch colleagues on relationship development and management of complex customer needs.
• Maintain risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
• Meet required licensing and SAFE registration requirements and maintain required FINRA licenses.
• Work a schedule that includes most Saturdays.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed