Senior Branch Premier Banker Cheshire

Wells Fargo Bank•Cheshire, CT

23h•Onsite

About The Position

Wells Fargo is hiring 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 customers’ primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The role focuses on advice-led relationship development, understanding customer goals, and providing comprehensive financial strategies across deposits, investments, credit, home lending, and business banking. The banker owns and actively grows a defined book of business, provides ongoing reviews, and supports customers with everyday banking needs such as opening accounts and handling service requests. Success depends on proactive engagement, strong relationship skills, prudent risk oversight, and collaboration with partners in Wealth, Home Lending, and Business Banking. The role also promotes digital banking adoption and contributes to branch team effectiveness. 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 and transition to the Senior Branch Premier Banker (SAFE) role after successful completion of licensing. Required licenses must be obtained and maintained for continued employment. This 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.
Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
Series 65 or equivalent within a specified period for hires in the listed states, subject to applicable state requirements.
SAFE registration at the time of employment.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo policies.
Obtain and maintain required FINRA licenses for continued employment.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
Ability to proactively source, acquire, and deepen customer 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.
Clear and 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.
Successful completion of FINRA Series 6 and 63 exams, or recognized equivalents, sufficient to qualify for immediate FINRA registration.

Responsibilities

Proactively acquire affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customer needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, make warm introductions, set expectations, and help convert qualified opportunities into outcomes.
Educate customers about self-service and mobile banking options to support digital adoption and service efficiency.
Support branch colleagues with relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Assist customers with everyday banking needs, including opening accounts and handling service requests.