Senior Premier Banker Sweetgrass District Mount Pleasant South Carolina

Wells Fargo•Mount Pleasant, SC

2d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for 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 partners in Wealth, Home Lending, and Business Banking to provide a seamless customer experience. The role is supported by digital tools, industry-leading training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration; upon completion, the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees hired into the license-pending role who are not fully licensed participate in the Branch Network Licensed Banker program. The position requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration at employment, and compliance with enhanced financial fitness and criminal background standards. Series 65 or equivalent is additionally required within a specified period in South Carolina. The position is not eligible for visa sponsorship. The listed location is Wando Crossing in Mount Pleasant, South Carolina.

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 FINRA-recognized equivalents), and state insurance license(s), active or completed within a designated timeframe. For FINRA qualification exams earned after September 30, 2018, the SIE exam is also required.
For a position hired in South Carolina, FINRA Series 65 (or equivalent) is required within a specified period.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Required FINRA licenses must be obtained and maintained for continued employment; the role is subject to enhanced financial fitness and criminal background standards.
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 strengthen team performance and customer impact.
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly.
Financial services experience in consumer banking, home lending, business banking, or investments.
At least 3 years of experience in a licensed financial services position.
Successful 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 provide tailored banking and credit strategies that strengthen relationships, 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’ changing needs and life stages.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and personally follow qualified opportunities through to 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 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 everyday banking needs, including opening accounts and handling service requests.