Senior Branch Premier Banker - Northeast Maryland District

Wells Fargo•Highlandtown, MD
•$34 - $60•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role manages and grows a defined book of business, serving affluent customers and customers with complex financial needs as their primary point of contact for banking products and services. Through scheduled appointments, lobby engagement, and proactive outreach, the banker leads advice-driven conversations, identifies customer goals, and develops comprehensive financial strategies across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests. The banker collaborates with professionals across Wealth, Home Lending, and Business Banking to provide integrated solutions, while helping customers adopt digital and mobile banking options. The role includes advising branch colleagues on relationship development and complex customer needs, and maintaining strong risk and control practices through accurate documentation, sound judgment, timely escalation, and compliance with policies and regulations. Wells Fargo provides digital tools, training, and ongoing coaching to support customer outcomes and career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed, after which employees 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. This 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 FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
  • For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 (or equivalent) is also required within a specified period, subject to the stated Wyoming referral-only exception and applicable state regulations.
  • SAFE registration is required at employment; Wells Fargo initiates the process after the employee's start date.
  • Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo policies.
  • 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 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.
  • 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.
  • FINRA Series 6 and 63 (or FINRA-recognized equivalents) completed sufficiently 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 recommend tailored banking and credit strategies across deposits, lending, and investments.
  • Serve as the primary financial partner by providing multi-product guidance and ongoing reviews as customer needs evolve.
  • Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and personally follow qualified opportunities through to completion.
  • Educate customers about self-service and mobile banking options to encourage digital adoption and improve 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 effective risk controls.
  • Meet and maintain required FINRA licenses, state insurance licenses, and SAFE registration requirements.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Potential incentive opportunities
  • Digital tools, industry-leading training, and ongoing coaching
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