Senior Branch Premier Banker - Delaware South District

Wells Fargo Bank•Middletown, DE

4d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to grow, deepen, and manage relationships with affluent customers and customers with complex financial needs. The banker serves as a primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The role 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. It also supports everyday banking needs, including opening accounts and handling service requests. The position calls for advice-led customer conversations, meaningful discovery, and collaboration with internal partners in Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, and coaching. Employees hired into the Senior Branch Premier Banker LP (license pending) role remain in that temporary position until they successfully complete licensing requirements and SAFE registration; they then transition to the Senior Branch Premier Banker (SAFE) role. Unlicensed employees participate in the Branch Network Licensed Banker program.

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.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 (or equivalent) is required within a specified period for hires in Delaware and the other listed states, subject to state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee starts.
Required FINRA licenses must be obtained and maintained for continued employment.
Must meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo policies.
This position is 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 strong 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.
Ability to communicate clearly and confidently, listen empathetically, and build credibility and trust.
Financial services experience in consumer banking, home lending, business banking, or investments.
At least 3 years of experience in a licensed financial services position.
Completed FINRA Series 6 and 63 exams (or 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-driven conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers’ needs change.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and follow through on qualified opportunities.
Educate customers about self-service and mobile banking options to support digital adoption.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.