Senior Branch Premier Banker Wyomissing

Wells Fargo•Spring Township, PA

18h

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve affluent customers and customers with complex financial needs as their primary point of contact for banking products and services. The role focuses on building and managing customer relationships through scheduled appointments, branch engagement, and proactive outreach. The banker uses goals-based planning and financial discovery to develop tailored strategies and provide guidance across deposits, investments, credit, home lending, and business banking, while also helping customers with everyday banking needs. The position owns and actively grows a defined book of business, acquires new customers, deepens existing relationships, and collaborates with partners in Wealth, Home Lending, and Business Banking to deliver integrated solutions. It also supports digital banking adoption, contributes expertise to the branch team, and maintains strong risk and compliance practices. Wells Fargo provides digital tools, training, and coaching to support the role and career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 licenses, or recognized equivalents, and applicable State Insurance license(s), active or completed within a designated timeframe.
SIE exam required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent required within a specified period in certain listed states, subject to state regulations.
SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards and maintain required FINRA licenses for continued employment.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.

Responsibilities

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 recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews based on customers’ changing needs.
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 encourage digital adoption.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Assist customers with everyday banking needs, including opening accounts and handling service requests.