Senior Branch Premier Banker - Exton

Wells Fargo Bank•Exton, PA

About The Position

Wells Fargo is seeking 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, serving as their primary contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns a defined book of business and uses goals-based planning and prudent risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking. The position also assists customers with everyday banking needs, including opening accounts and handling service requests. The banker leads discovery-driven conversations, develops tailored strategies, and coordinates with Wealth, Home Lending, and Business Banking partners to deliver a seamless customer experience. The role includes encouraging digital banking adoption, supporting branch colleagues with relationship development and complex client needs, and maintaining strong risk and control practices. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the SAFE role upon completion. Required FINRA and state insurance licenses must be active or obtained within designated timeframes and maintained for continued employment. SAFE registration is required at employment. The role is subject to enhanced financial fitness and criminal background standards and 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 obtain and maintain required FINRA licenses and state insurance licenses within designated timeframes; Series 6 and Series 63 or recognized equivalents are required.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
SAFE registration is required at the time of employment.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards.
For specified states, Series 65 or equivalent is required within a specified period; Wyoming has an exception for referral-only licensed bankers.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to proactively source, acquire, and deepen customer relationships through outreach and strong 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 and confident communication, empathetic listening, and ability to build credibility and trust.
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.
Completed FINRA Series 6 and 63 exams or recognized equivalents sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire 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 by providing multi-product guidance and ongoing reviews for customers’ changing needs.
Coordinate with Wealth, Home Lending, and Business Banking partners, including warm introductions and follow-through on qualified opportunities.
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 adhere to applicable policies and regulations.
Help customers with everyday banking needs, including opening accounts and handling service requests.