Senior Branch Premier Banker - Bucks East District

Wells Fargo Bank•Newtown, PA

3d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) to serve affluent customers and customers with complex financial needs as their primary banking contact. The role focuses on building and managing customer relationships through appointments, branch interactions, and proactive outreach. The banker owns and grows a defined book of business, uses goals-based planning, and provides integrated guidance across deposits, investments, credit, home lending, and business banking. The position also supports everyday banking needs, including opening accounts and handling service requests. The role emphasizes discovery-led advice, long-term customer value, risk oversight, and collaboration with partners across Wealth, Home Lending, and Business Banking. The banker promotes digital banking, contributes expertise to the branch team, and follows policies and regulations. Wells Fargo provides digital tools, training, coaching, and opportunities for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed. Employees hired into the LP 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 successfully completing the requirements. The position 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.
Ability to obtain and maintain FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s) within the required timeframe.
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) required within a specified period for hires in the listed states, subject to state requirements.
SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date.
Ability to work a schedule that includes most Saturdays.
Must meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and applicable Wells Fargo policies.
Maintaining required FINRA licenses is necessary for continued employment.

Nice To Haves

Experience recommending financial products and translating customer goals into 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 support retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to improve team performance and customer impact.
Clear, confident communication; empathetic listening; and the 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.
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 affluent consumer and business customers and deepen existing relationships through outreach, referrals, and scheduled appointments.
Lead discovery conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as customers’ primary financial partner, providing multi-product guidance and ongoing reviews as needs change.
Coordinate with Wealth, Home Lending, and Business Banking partners, making warm introductions and taking ownership of qualified opportunities through completion.
Encourage customers to adopt digital, self-service, and mobile banking options.
Advise branch colleagues on relationship development and complex customer 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.
Execute applicable risk programs, follow relevant policies and procedures, and fulfill risk and compliance obligations.