Premier Banker - Silver Springs Square

Wells Fargo Bank•Silver Spring, PA

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 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 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 depends on building trusted customer relationships, proactive engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. The employee is supported by digital tools, training, and ongoing coaching. Candidates hired into the Senior Branch Premier Banker LP (license pending) role remain in that temporary role until licensing requirements and SAFE registration are completed, then transition to the Senior Branch Premier Banker (SAFE) role. Unlicensed employees participate in the Branch Network Licensed Banker program. The position requires FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses, either active or completed within a designated timeframe. Additional examination and registration requirements may apply depending on state and exam dates. SAFE registration is required at employment, and Wells Fargo initiates the process after the start date. Continued employment requires obtaining and maintaining required FINRA licenses. The role also requires meeting enhanced financial fitness and criminal background standards. It 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 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is required within a specified period in certain states, subject to applicable state requirements.
SAFE registration is required at the time of employment.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards.
Obtain and maintain required FINRA licenses for continued employment.
For loan originators, meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background.

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 consistently 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 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 FINRA-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 outreach, referrals, and planned appointments.
Lead discovery 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 customer needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, make warm introductions, set expectations, and personally follow opportunities through to closure.
Educate customers about self-service and mobile banking options to promote digital adoption, satisfaction, and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues in a timely manner, and follow policies and regulations to support strong risk controls.
Open accounts and handle customer service requests to support everyday banking needs.