Sr. Premier Banker Killearn

Wells Fargo Bank•Tallahassee, FL

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and customers with complex financial needs, serving as their primary point of contact for banking products and services. The banker uses appointments, lobby engagement, and proactive outreach to understand customer goals and develop comprehensive financial strategies across deposits, investments, credit, home lending, and business banking. The position also handles everyday banking needs, including opening accounts and responding to service requests. The banker owns and grows a defined book of business, provides ongoing reviews, and collaborates with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions. The role supports digital adoption and advises branch colleagues on relationship development and complex client needs. Success requires proactive engagement, relationship management, sound risk oversight, and adherence to applicable policies and regulations. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed. After successful completion, employees transition to the Senior Branch Premier Banker (SAFE) role and, if not fully licensed, participate in the Branch Network Licensed Banker program. Required FINRA and state insurance licenses must be active or completed within designated timeframes and maintained for continued employment. The role also requires meeting enhanced financial fitness and criminal background standards. It is not eligible for visa sponsorship.

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 meet required FINRA qualification, SAFE registration, and state insurance licensing requirements within applicable timeframes, and maintain required licenses for continued employment.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards.

Nice To Haves

Experience recommending financial products and translating customer goals into 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 drive retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers.
Clear, confident communication; empathetic listening; and an 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 Series 63 exams, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 or an equivalent examination is required within a specified period, subject to state regulations. Wyoming allows referral-only licensed bankers to receive IAR registration without completing the Series 65/66 exam requirement.

Responsibilities

Proactively acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and provide 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 to deliver integrated solutions, set expectations, and help convert qualified opportunities into completed outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption.
Advise branch colleagues on relationship development and complex client needs.
Maintain accurate documentation, use sound judgment, escalate issues promptly, and follow policies and regulations.
Open accounts, handle service requests, and support customers' everyday banking needs.