Senior Branch Premier Banker Charlotte

Wells Fargo & Company•Wesley Chapel, NC

1d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve affluent customers and those with complex financial needs as their primary point of contact for banking products and services. Through scheduled appointments, branch engagement, and proactive outreach, the banker builds and manages customer relationships, owns and grows a defined book of business, and develops goal-based financial strategies across deposits, investments, credit, home lending, and business banking. The role also supports customers’ everyday banking needs, including opening accounts and handling service requests. The banker delivers discovery-driven advice, ongoing reviews, and coordinated solutions tailored to customers’ goals and changing needs. They work with colleagues and partners across Wealth, Home Lending, and Business Banking, promote digital banking options, support branch colleagues with complex relationship needs, and maintain sound risk and compliance practices. Wells Fargo provides digital tools, training, and ongoing coaching, with opportunities for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Senior Branch Premier Banker (SAFE) role after successfully completing the requirements. The position is not eligible for Visa sponsorship.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, 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.
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 applicable FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is required within a specified period for hires in the listed states, subject to applicable state requirements.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Must meet applicable financial fitness, criminal background, loan originator, and CFPB requirements and maintain required FINRA licenses for continued employment.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
Ability to source, acquire, and deepen relationships through proactive outreach and internal partnership.
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.
Clear, confident communication; empathetic listening; and ability to 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.
FINRA Series 6 and 63 (or recognized equivalents) completed and 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 appointments.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing 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 converting qualified opportunities into outcomes.
Educate customers about self-service and mobile banking options to support digital adoption.
Advise branch colleagues on relationship development and complex customer 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.