Senior Branch Premier Banker Wyomissing

Wells Fargo Bank•Wyomissing, PA

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role focuses on acquiring, growing, deepening, and managing relationships with affluent customers and customers with complex financial needs. The banker serves as a primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach, and owns and grows a defined book of business using goals-based planning and prudent risk oversight. The banker leads advice-oriented conversations to understand customer goals and develop tailored financial strategies and 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 Wealth, Home Lending, and Business Banking partners to deliver a seamless customer experience. The position is supported by digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) is a temporary role until the employee completes required licensing and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. Required FINRA licenses and registrations must be obtained and maintained for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the employee’s start date. The role 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 licenses, or FINRA-recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 or equivalent examination within the specified period 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, subject to applicable state regulations.
SAFE registration is required at the time of employment.
Meet enhanced financial fitness and criminal background standards; ongoing screening may apply.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies related to financial responsibility, character, fitness, and criminal background.
Ability to work a schedule that includes most Saturdays.
Provide accurate information and supporting documentation for lawful employment and education verification.

Responsibilities

Proactively acquire affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned customer appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by delivering multi-product guidance and ongoing reviews tailored to customers’ life stages and changing financial needs.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
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 complex client needs as an active member of the branch team.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
Assist customers with everyday banking needs, including opening accounts and handling service requests.