Premier Banker Cortaro and Thornydale

Wells Fargo • Tucson, AZ

11d • 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 people 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 leads with advice, 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, to provide a seamless customer experience.

The banker collaborates with internal partners across Wealth, Home Lending, and Business Banking to deliver comprehensive solutions. Wells Fargo provides digital tools, industry-leading training, ongoing coaching, and a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed, 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 role requires FINRA Series 6 and Series 63 (or recognized equivalents), applicable state insurance license(s), and SAFE registration. Certain state hires must also obtain Series 65 or an equivalent within a specified period; additional examination and registration requirements may apply. Required FINRA licenses must be obtained and maintained for continued employment. The role 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.
• Ability to work a schedule that includes most Saturdays.
• FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and applicable state insurance license(s), active or completed within a designated timeframe.
• For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
• For hires in specified states, FINRA Series 65 or equivalent is required within a specified period, subject to applicable state requirements.
• SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
• Required FINRA licenses must be obtained and maintained for continued employment.
• Must meet enhanced financial fitness and criminal background standards, as well as applicable loan-originator requirements.
• 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 customer relationships through 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 and confident communication, empathetic listening, and the 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.
• 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 outreach, referrals, and planned appointments.
• Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies across deposits, lending, and investments.
• Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customers’ needs evolve.
• 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 support digital adoption, satisfaction, engagement, and service efficiency.
• Advise branch colleagues on relationship development and managing complex customer needs.
• Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
• Support everyday banking needs, including opening accounts and handling service requests.
• Meet applicable risk, compliance, licensing, and SAFE registration requirements.

What This Job Offers

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