Senior Premier Banker Sharon Greens

Wells Fargo • Cumming, GA

9d • Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and customers with more complex financial needs, serving as their primary point of contact for banking products and services. Customer engagement takes place through scheduled appointments, lobby interactions, 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, such as opening accounts and handling service requests.

The position emphasizes discovery-led advice, relationship growth, customer trust, and collaboration with partners in Wealth, Home Lending, and Business Banking. The banker is supported with digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) designation is temporary until the employee completes licensing requirements and SAFE registration; the employee then 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.

The position requires working a schedule that includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe; maintaining required FINRA licenses is necessary for continued employment. SAFE registration is required at employment, and Wells Fargo initiates the registration process after the employee's start date. The role is subject to enhanced financial fitness and criminal background standards and 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; SIE is also required for qualifying exams earned after September 30, 2018.
• FINRA 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 will initiate the process after the start date.
• Ability to meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
• Ability to work a schedule that includes most Saturdays.
• Not eligible for visa sponsorship.

Nice To Haves

• Experience recommending financial products and translating customer goals into actionable recommendations.
• Ability to source, acquire, and deepen relationships through proactive 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 to strengthen team performance and customer impact.
• Clear, confident communication; empathetic listening; and 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.
• Completion of FINRA Series 6 and 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
• State insurance license(s).

Responsibilities

• Proactively acquire 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 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 aligned with customers' life stages and 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 on self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
• Advise branch colleagues on relationship development and managing complex client needs.
• Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations to support strong risk controls.
• Assist customers with everyday banking needs, including opening accounts and handling service requests.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed