Senior Premier Banker Forney, DeNovo

Wells Fargo Bank • Forney, TX

3d • Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. This role manages and grows 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 leads advice-based discovery conversations, manages a defined book of business, and develops comprehensive financial strategies across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including account openings and service requests, and collaborates with partners in Wealth, Home Lending, and Business Banking to provide an integrated customer experience. The position offers digital tools, training, and coaching, with opportunities for career growth.

The Senior Branch Premier Banker LP (license pending) is a temporary role until licensing requirements and SAFE registration are successfully completed. Employees then transition to the Senior Branch Premier Banker (SAFE) role and, if not fully licensed when hired, participate in the Branch Network Licensed Banker program. Required FINRA and state insurance licenses must be obtained and maintained for continued employment. SAFE registration is required at employment, and Wells Fargo initiates the process after the start date. The role is subject to enhanced financial fitness and criminal background standards and 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 licenses, active or completed within a designated timeframe; required licenses must be maintained for continued employment.
• 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 an equivalent examination is also required within a specified period; requirements may change with state regulations.
• SAFE registration is required at the time of employment.
• Ability to meet enhanced financial fitness and criminal background standards.
• Not eligible for visa sponsorship.

Nice To Haves

• Experience recommending financial products and turning customer goals into actionable recommendations.
• Ability to proactively source, acquire, and deepen customer relationships through outreach and internal partnerships.
• Experience managing a book of business, documenting planning conversations, and following through to support retention and growth across deposits, lending, and investments.
• Experience coaching or supporting peers.
• 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 Series 63 exams or 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 recommend tailored banking and credit strategies.
• Serve as the primary financial partner, provide multi-product guidance, and conduct ongoing reviews as customers’ needs evolve.
• Manage and grow a defined book of business across deposits, lending, and investments.
• Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and follow through on qualified opportunities.
• Educate customers about digital, self-service, and mobile banking options.
• Advise branch colleagues on relationship development and complex client needs.
• Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.

What This Job Offers

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