Senior Premier Banker Edisto River District South Carolina

Wells Fargo Bank•Bluffton, SC

1d•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 more 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. The position emphasizes advice-led relationship growth, meaningful discovery, proactive customer engagement, and collaboration with partners across Wealth, Home Lending, and Business Banking. The successful candidate helps customers make informed financial decisions and is supported with digital tools, training, and coaching. The Senior Branch Premier Banker LP (license pending) designation is temporary until licensing requirements and SAFE registration are completed; employees then transition to the Senior Branch Premier Banker (SAFE) role and participate in the Branch Network Licensed Banker program if not fully licensed when hired. The role requires working a schedule that includes most Saturdays. Required licenses include FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses, active or completed within a designated timeframe. Certain states, including South Carolina, also require FINRA Series 65 or equivalent within a specified period. SAFE registration is required at employment, and continued employment depends on obtaining and maintaining required FINRA licenses. Enhanced financial fitness and criminal background standards apply. The position is not eligible for visa sponsorship. Listed branch locations are in Bluffton and Hilton Head Island, South Carolina; positions may not be available at every listed location.

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 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
For South Carolina, FINRA Series 65 or equivalent is required within a specified period.
SAFE registration is required at the time of employment.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
Obtain and maintain required FINRA licenses for continued employment.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Demonstrated 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.
Ability to communicate clearly and confidently, listen with empathy, and 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.
Successful completion of FINRA Series 6 and 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.

Responsibilities

Proactively acquire affluent consumer and business customers and deepen existing relationships through outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customers' needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, make warm introductions, set expectations, and help convert qualified opportunities.
Educate customers about self-service and mobile banking options to support digital adoption and improve service efficiency.
Advise branch colleagues on relationship development and managing complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.