Senior Branch Premier Banker

Wells Fargo•Salisbury, NC

4d•Onsite

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 through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and actively 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 opening accounts and handling service requests, and collaborates with internal partners to provide a seamless customer experience. The position is intended for growth-oriented professionals who lead with advice, conduct meaningful discovery, and translate customer goals into comprehensive financial strategies. Wells Fargo provides digital tools, industry-leading training, and ongoing coaching. The posting also describes a temporary Senior Branch Premier Banker LP (license pending) position for employees who have not completed licensing requirements and SAFE registration; after successful completion, they transition to the Senior Branch Premier Banker (SAFE) role and participate in the Branch Network Licensed Banker program. The role requires FINRA Series 6 and Series 63 (or recognized equivalents), applicable state insurance licenses, and SAFE registration. Certain states additionally require Series 65 or an equivalent within a specified period. Required licenses must be obtained and maintained for continued employment. The position 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.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents), and state insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam, when applicable to FINRA qualification exams earned after September 30, 2018.
Series 65 (or equivalent) within a specified period for hires in the listed states, subject to state requirements.
SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards; required FINRA licenses must be maintained 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 consistently to drive retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to improve team performance and customer impact.
Clear and 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 63 (or recognized equivalents) completed sufficiently to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire new 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 provide tailored banking and credit strategies that strengthen relationships, retention, and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customers' circumstances and 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 closed outcomes.
Promote digital adoption by educating customers about self-service and mobile banking options.
Advise branch colleagues on relationship development and management of complex client needs.
Maintain risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Meet applicable risk and compliance obligations, follow Wells Fargo policies and procedures, and support proactive risk monitoring and escalation.