Senior Premier Banker - Franklin/Brentwood, TN

Wells Fargo & Company•Franklin, TN
•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. This 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 through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and actively grows a defined book of business, using goals-based planning and prudent risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests. The position is intended for growth-oriented professionals who lead with advice, conduct meaningful discovery, and turn customer goals into comprehensive financial strategies. Success depends on relationship-building, proactive customer engagement, and collaboration with Wealth, Home Lending, and Business Banking partners. Wells Fargo provides digital tools, industry-leading training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee successfully completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. This 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 recognized equivalents, and state insurance license(s), active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
  • For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 or equivalent is also required within a specified period, subject to applicable state rules.
  • SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
  • Must meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
  • 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 customer 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 improve team performance and customer impact.
  • Clear, confident communication; empathetic listening; and the 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.
  • FINRA Series 6 and Series 63 exams, or recognized equivalents, completed sufficiently 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 pre-planned appointments.
  • Lead discovery-driven 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 by providing comprehensive, multi-product guidance and ongoing reviews as customers’ needs evolve.
  • Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and take ownership of converting qualified opportunities into completed outcomes.
  • Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
  • Advise branch colleagues on relationship development and management of complex customer needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
  • Support customers’ everyday banking needs, including opening accounts and handling service requests.
  • Meet and maintain required FINRA licenses, state insurance licenses, and SAFE registration requirements.

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to support work-life balance and well-being
  • Digital tools, industry-leading training, and ongoing coaching
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