Senior Branch Premier Banker - Philadelphia Countyline District

Wells Fargo•Warminster, PA

2d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve affluent customers and customers with complex financial needs as their primary point of contact for banking products and services. The role builds, deepens, and manages customer relationships through scheduled appointments, lobby engagement, and proactive outreach. It involves owning and growing a defined book of business, using goals-based planning and prudent risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking. The banker also supports everyday banking needs, including opening accounts and handling service requests. The position calls for advice-led customer conversations that translate customer goals into financial strategies, along with close collaboration with Wealth, Home Lending, and Business Banking partners. Wells Fargo provides digital tools, training, and ongoing coaching to support customer value and professional growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed. 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 completion.

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.
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; state requirements may change.
Obtain and maintain required FINRA licenses for continued employment.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Meet enhanced financial fitness and criminal background standards.
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 improve team performance and customer impact.
Clear and confident communication, empathetic listening, and ability to 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.
Successful completion of FINRA Series 6 and 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and provide tailored banking and credit strategies.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers' needs evolve.
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners, set clear expectations, and take ownership of qualified opportunities through completion.
Educate customers on self-service and mobile banking options to support digital adoption.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Support applicable risk programs and compliance obligations, including proactive monitoring, issue escalation, and remediation.