Senior Premier Banker Crossing at Katy, DeNovo

Wells Fargo Bank•Katy, TX

4d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in its National Branch Network. The role builds, deepens, and manages relationships with affluent customers and customers with complex financial needs, serving as their primary contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker manages and grows a defined book of business, leads discovery-based conversations, and uses customers’ goals to develop comprehensive financial strategies and 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. Success requires strong relationship skills, proactive engagement, sound risk oversight, and collaboration with Wealth, Home Lending, and Business Banking partners. The banker also encourages digital banking adoption and contributes to branch team performance by advising colleagues on relationship development and complex customer needs. Wells Fargo provides digital tools, training, coaching, and opportunities for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration. Employees in that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Senior Branch Premier Banker (SAFE) role after successfully completing requirements. Required licenses must be maintained for continued employment. The role is not eligible for visa sponsorship.

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; SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) required within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
No visa sponsorship is available.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
Demonstrated 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 improve team performance and customer impact.
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust.
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 recognized equivalents) sufficient 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 conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing 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 and service efficiency.
Advise branch colleagues on relationship development and managing complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.