Senior Branch Premier Banker Waterford Lakes

Wells Fargo Bank•Orlando, FL

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. This 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 actively 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. Success involves relationship building, proactive customer engagement, and collaboration with Wealth, Home Lending, and Business Banking partners to deliver a differentiated customer experience. The banker uses digital tools, industry training, and ongoing coaching to provide holistic, multi-product guidance and support customers in making informed financial decisions. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program. This position is not eligible for visa sponsorship.

Requirements

4 or more years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
3 or more years of experience building and maintaining effective relationships with customers and partners.
3 or more years of experience recommending products and services.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
Series 65 (or equivalent) is required within a specified period for hires in the listed states, subject to applicable state regulations.
SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
Must obtain and maintain required FINRA licenses for continued employment.

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 following through to drive retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers.
Clear, confident communication; empathetic listening; and ability to build credibility and trust.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
3 or more 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.

Responsibilities

Proactively acquire new affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned customer appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Educate customers on self-service and mobile banking options to encourage digital adoption and improve service efficiency.
Advise branch colleagues on relationship development and managing complex client needs.
Maintain accurate documentation, use sound judgment, escalate issues promptly, and follow policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.