DFW Mid-Cities Senior Premier Banker

Wells Fargo & Company•Colleyville, TX

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve as a primary financial partner for affluent customers and customers with complex financial needs within the National Branch Network. The role grows and manages a defined book of business through scheduled appointments, lobby engagement, proactive outreach, and relationship-focused advice. It translates customer goals into tailored banking and credit strategies and provides ongoing guidance across deposits, investments, credit, home lending, and business banking, while also helping with everyday banking needs such as account opening and service requests. The banker collaborates with partners in Wealth, Home Lending, and Business Banking to coordinate integrated solutions and deliver a differentiated customer experience. The position also supports branch colleagues, encourages digital banking adoption, and maintains strong risk and compliance practices. Wells Fargo provides digital tools, training, and coaching, with career growth opportunities for experienced relationship-management professionals. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program, then transition to the Senior Branch Premier Banker (SAFE) role upon successful completion. The job requires working a schedule that includes most Saturdays. 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 work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
In specified states, FINRA Series 65 or equivalent is also required within a specified period; applicable states and requirements are identified in the posting.
SAFE registration is required at employment; loan originators must meet LO/CFPB requirements and applicable Wells Fargo standards.
Must meet enhanced financial fitness and criminal background standards and required ongoing employment screening.
Not eligible for visa sponsorship.

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 strong 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 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.
FINRA Series 6 and 63 exams (or recognized equivalents) completed sufficiently 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.
Conduct discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, 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.
Collaborate with Wealth, Home Lending, and Business Banking partners by coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through completion.
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 promptly, and follow policies and regulations to support risk controls.
Meet applicable FINRA licensing, state insurance licensing, and SAFE registration requirements and maintain required licenses.