Sr Premier Banker, Mayfaire Branch

Wells Fargo•Wilmington, NC

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The position grows, deepens, and manages relationships with affluent customers and customers with complex financial needs, acting 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 spanning deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including account opening and service requests, and collaborates with internal partners to provide a seamless customer experience. The role is intended for growth-oriented professionals who lead with advice, conduct meaningful discovery, and translate customer goals into comprehensive financial strategies. Wells Fargo provides digital tools, industry-leading training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) position 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 who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. The position requires SAFE registration at employment and required FINRA and state insurance licenses either active or completed within a designated timeframe. Series 6 and Series 63 (or recognized equivalents) are required; the SIE is also required for qualifications earned after September 30, 2018. Series 65 (or equivalent) is additionally required within a specified period for hires in specified states. Continued employment requires obtaining and maintaining required FINRA licenses. 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.
FINRA Series 6 and Series 63 licenses or recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
SIE exam if FINRA qualification exams were earned after September 30, 2018.
SAFE registration required at the time of employment.
Series 65 or equivalent within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards; required FINRA licenses must be maintained for continued employment.
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 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 quickly build credibility and trust.
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.
Successfully completed FINRA Series 6 and Series 63 exams, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire new affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and pre-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, providing comprehensive multi-product guidance and ongoing reviews as customers' life stages and financial needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and take ownership of converting qualified opportunities into outcomes.
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 managing complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues in a timely manner, and follow policies and regulations to support effective risk controls.
Meet applicable risk and compliance responsibilities, including following policies and procedures, monitoring and identifying risks, and escalating and remediating issues.