Senior Branch Premier Banker - Exton

Wells Fargo & Company•Exton, PA

1d•Onsite

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 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 assists customers with everyday banking, including opening accounts and handling service requests, and collaborates with partners across Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, industry-leading training, and ongoing coaching. The position is designed for experienced professionals who build trust, manage portfolios, and deliver holistic, multi-product solutions. Employees hired into the Senior Branch Premier Banker LP (license pending) role are temporarily in that position until they complete licensing requirements and SAFE registration, after which they transition to Senior Branch Premier Banker (SAFE). Unlicensed employees in the LP role participate in the Branch Network Licensed Banker program.

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 recognized equivalents) and state insurance license(s), active or completed within the designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards, as well as applicable loan-originator requirements and Wells Fargo policies.
Ability to work a schedule that includes most Saturdays.
Not eligible for Visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Demonstrated 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 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 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 affluent consumer and business customers and deepen existing relationships through outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and balanced growth 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 qualified opportunities through completion.
Educate customers about self-service and mobile banking options to support digital adoption and improve satisfaction and service efficiency.
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.
Meet required licensing and SAFE registration requirements and maintain required FINRA licenses for continued employment.