Senior Branch Premier Banker Steele Creek

Wells Fargo•Charlotte, NC

1d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role manages and grows relationships with affluent customers and customers with complex financial needs, acting as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and actively develops 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 supports everyday banking needs, including opening accounts and handling service requests, and collaborates with Wealth, Home Lending, and Business Banking partners to provide a differentiated customer experience. The position is supported by digital tools, industry-leading training, and ongoing coaching, and offers a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration; upon completion, the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. The role requires working a schedule that includes most Saturdays. FINRA Series 6 and Series 63 (or recognized equivalents), applicable state insurance licenses, and SAFE registration are required within the applicable timeframes. The Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018. Series 65 or an equivalent is additionally required within a specified period in certain states. Required licenses must be maintained for continued employment. Enhanced financial fitness and criminal background standards apply, and the position is not eligible for visa sponsorship. The branch is located at 12802 S Tryon St, Charlotte, NC 28273.

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 applicable state insurance license(s), active or completed within the designated timeframe.
SAFE registration at the time of employment.
Ability to work a schedule that includes most Saturdays.
Meet applicable enhanced financial 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 internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through to support retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to strengthen team performance and customer impact.
Clear, confident communication; empathetic listening; and ability to build credibility and trust quickly.
Financial services industry 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 recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).
SIE exam, if FINRA qualification exams were earned after September 30, 2018.
Series 65 (or equivalent) within a specified period for hires in the listed states, subject to current state regulations.

Responsibilities

Proactively acquire new 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 provide tailored banking and credit strategies that strengthen relationships, improve retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customers’ life stages and financial needs evolve.
Collaborate with Wealth, Home Lending, and Business Banking partners to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into completed outcomes.
Promote digital adoption by educating customers about self-service and mobile banking options.
Advise branch colleagues on relationship development and the management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk controls.
Help customers with everyday banking needs, including opening accounts and handling service requests.