Senior Branch Premier Banker Waterford Lakes

Wells Fargo•Orlando, FL

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 more complex financial needs, acting as their primary contact for banking products and services through 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 delivers integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including account opening and service requests, and collaborates with internal partners across Wealth, Home Lending, and Business Banking. The role is supported by digital tools, training, and ongoing coaching. Employees hired into the Senior Branch Premier Banker LP (license pending) position hold a temporary role until they complete licensing requirements and SAFE registration, after which they transition to the Senior Branch Premier Banker (SAFE) role. Unlicensed employees in the LP role participate in the Branch Network Licensed Banker program. FINRA Series 6 and Series 63 (or recognized equivalents), applicable state insurance licenses, and SAFE registration are required. Depending on the state of employment, Series 65 or equivalent may also be required. The role requires enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship. The work schedule includes most Saturdays.

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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents), and applicable state insurance license(s), active or completed within the designated timeframe.
Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
Series 65 (or equivalent) is required within a specified period in certain states, subject to state requirements.
SAFE registration is required at employment; loan originators must meet LO/CFPB requirements and Wells Fargo policies.
Must meet enhanced financial fitness and criminal background standards and maintain required FINRA licenses for continued employment.
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 empathetically, and 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).

Responsibilities

Proactively acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and scheduled appointments.
Lead discovery-driven conversations, understand customer goals, and recommend tailored banking and credit strategies across deposits, lending, and investments.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers’ needs change.
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.
Advise branch colleagues on relationship development and managing complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Open accounts, handle service requests, and support customers’ everyday banking needs.