Senior Premier Banker Sweetgrass District Mount Pleasant South Carolina

Wells Fargo Bank•Mount Pleasant, SC

1d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. This role grows, deepens, and manages 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 owns and actively grows a defined book of business, using goals-based planning and prudent risk oversight to provide 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, and collaborates with partners across Wealth, Home Lending, and Business Banking to provide a seamless customer experience. The position is intended for growth-oriented professionals who lead with advice, conduct meaningful discovery, and translate customer goals into financial strategies. Wells Fargo provides digital tools, industry-leading training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; employees then transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. The role requires active or timely completion of applicable FINRA and state insurance licensing requirements, SAFE registration at employment, and compliance with enhanced financial fitness and criminal background standards. It is not eligible for visa sponsorship. The position is located at Wando Crossing, 1505 N Highway 17, Mount Pleasant, SC 29464-3308, though availability may vary by branch. The schedule will include most Saturdays.

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 license(s), active or completed within a designated timeframe; maintaining required licenses is necessary for continued employment.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For the listed states, including South Carolina, FINRA Series 65 (or equivalent) must also be completed within a specified period.
SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards; applicable loan-originator requirements and Wells Fargo policies also apply.
This position is not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Demonstrated 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 strengthen team performance and customer impact.
Ability to communicate clearly and confidently, listen with empathy, and 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 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 strategic outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, improve 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 as customers’ life stages and financial needs evolve.
Coordinate integrated solutions with partners in Wealth, Home Lending, and Business Banking, including warm introductions, setting expectations, and taking ownership of qualified opportunities through closure.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Support branch colleagues with relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
Assist customers with everyday banking needs, including opening accounts and handling service requests.