Senior Branch Premier Banker - Prices Corner

Wells Fargo•Wilmington, DE

About The Position

Wells Fargo is seeking 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. Customer interactions include 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 delivers integrated solutions across deposits, investments, credit, home lending, and business banking. The role also assists with everyday banking needs, including opening accounts and handling service requests. The position calls for advice-led relationship development, meaningful discovery, proactive engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. The banker supports informed customer decisions and long-term value with digital tools, training, and coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; employees who complete them transition to the Senior Branch Premier Banker (SAFE) role and participate in the Branch Network Licensed Banker program while completing licensing if not fully licensed when hired.

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 includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and State Insurance license(s), active or completed within a designated timeframe; the SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
For hires in specified states, FINRA Series 65 (or equivalent) is also required within a specified period, subject to state requirements.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Required FINRA licenses must be obtained and maintained for continued employment, and the role requires meeting enhanced financial fitness and criminal background standards.
Loan Originators must meet LO/CFPB requirements and applicable Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
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 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.
3+ years of experience in a licensed financial services position.
Completed FINRA Series 6 and 63 exams (or recognized equivalents) sufficient to qualify for immediate FINRA registration.
State Insurance license(s).

Responsibilities

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 customer needs evolve.
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners, taking ownership of qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption.
Advise branch colleagues on relationship development and complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Support customers' everyday banking needs, including opening accounts and handling service requests.