Senior Branch Premier Banker Cheshire

Wells Fargo•Cheshire, CT

2d•$37 - $66•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in its National Branch Network to grow, deepen, and manage relationships with affluent customers and those with complex financial needs. The banker serves as customers’ primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The role focuses on advice-led relationship development, goals-based planning, prudent risk oversight, and integrated solutions across deposits, investments, credit, home lending, and business banking. It also includes helping customers with everyday banking needs, such as opening accounts and handling service requests. The position owns and actively grows a defined book of business and collaborates with partners across Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, and coaching to support customer relationships 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 hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. The position requires SAFE registration at employment and required FINRA and state insurance licenses, which must be active or completed within a designated timeframe. It is not eligible for visa sponsorship.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
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; SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is required within a specified period in certain states; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee’s start date.
Required FINRA licenses must be obtained and maintained for continued employment; the role requires meeting enhanced financial fitness and criminal background standards.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
This position is 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 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 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 evolving needs.
Coordinate with Wealth, Home Lending, and Business Banking partners, making warm introductions, setting expectations, and taking 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 management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
Meet applicable risk, compliance, licensing, and SAFE registration requirements.