Senior Branch Premier Banker - Southampton

Wells Fargo•Southampton, 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 more complex financial needs, serving as their primary point of contact for banking products and services through scheduled 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 integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests, to provide customers with a seamless experience. The position calls for relationship-focused professionals who use discovery to understand customer goals and translate them into financial strategies. The banker collaborates with Wealth, Home Lending, and Business Banking partners to deliver holistic solutions and a differentiated customer experience. Wells Fargo provides digital tools, industry-leading training, ongoing coaching, and a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. After successful completion of the requirements, employees transition to the Senior Branch Premier Banker (SAFE) role. Required FINRA and state insurance licenses must be active or completed within a designated timeframe, and required licensing must be maintained for continued employment. The position 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.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Ability to work a schedule that includes most Saturdays.
Required FINRA licenses must be obtained and maintained for continued employment.
For hires in specified states, FINRA Series 65 (or equivalent) is also required within a specified period; state requirements may change.
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 strengthen team performance and customer impact.
Clear, confident communication, empathetic listening, and the 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 Series 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 strategic outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews that respond to customers’ life stages and evolving financial needs.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, make warm introductions, set clear expectations, and personally follow through on qualified opportunities.
Educate customers about self-service and mobile banking options to support digital adoption, customer satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and the management of complex customer needs.
Maintain risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Support customers’ everyday banking needs, including opening accounts and handling service requests.