Senior Premier Banker Crossing at Katy, DeNovo

Wells Fargo • Katy, TX

1d • 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 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 owns and 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 position also supports everyday banking needs, including opening accounts and handling service requests, to provide a seamless customer experience.

The role emphasizes advice-led relationship development, meaningful discovery, tailored financial strategies, and ongoing customer reviews. The banker collaborates with partners in Wealth, Home Lending, and Business Banking, and uses digital tools to support customer engagement. The position includes training and coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; upon successful completion, employees transition to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program.

The position is based at 6445 FM 1463 Ste 100, Katy, TX 77494. The role is not eligible for visa sponsorship. The schedule includes most Saturdays.

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, or FINRA-recognized equivalents; active or completed within a designated timeframe. For relevant exams earned after September 30, 2018, the SIE exam is also required.
• State insurance license(s), active or completed within a designated timeframe.
• SAFE registration at the time of employment; Wells Fargo will initiate the registration process after the start date.
• Series 65 or equivalent examination within a specified period for hires in the listed states, including Texas, subject to applicable requirements.
• Ability to meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
• Ability to work a schedule that includes most Saturdays.
• Must be authorized to work without visa sponsorship.

Nice To Haves

• Experience recommending financial products and translating customer goals into actionable recommendations.
• Ability to source, acquire, and deepen relationships through proactive 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.
• Clear, 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 Series 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 strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
• Serve as customers’ primary financial partner by providing multi-product guidance and ongoing reviews aligned with life stages and evolving needs.
• Coordinate with professionals in Wealth, Home Lending, and Business Banking, 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 and service efficiency.
• Advise branch colleagues on relationship development and management of complex client 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.
• Obtain and maintain required FINRA licenses and SAFE registration for continued employment.

What This Job Offers

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