Sr Premier Banker - New Bern, NC

Wells Fargo • New Bern, NC

2d

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and customers with complex financial needs, serving as their primary point of 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, uses goals-based planning and prudent risk oversight, and provides 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, while working with internal partners to deliver a seamless customer experience.

The position is intended for growth-oriented professionals who lead with advice, use meaningful discovery to understand customer goals, and translate those goals into comprehensive financial strategies. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration; 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 FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and SAFE registration. A Series 65 (or equivalent) is also required within a specified period for employees hired in North Carolina and certain other listed states. The position is not eligible for visa sponsorship. The work schedule includes most Saturdays.

Requirements

• At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
• 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), plus state insurance license(s); these must be active or completed within a designated timeframe.
• Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
• FINRA Series 65 (or equivalent) within a specified period for employees hired in North Carolina and the other listed states.
• SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
• Ability to work a schedule that includes most Saturdays.
• Meet enhanced financial fitness and criminal background standards and maintain required FINRA licenses for continued employment.
• Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.

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 consistently 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 quickly 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 FINRA-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 strategic outreach, referrals, and planned appointments.
• Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
• Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews to address customers’ changing needs and life stages.
• Coordinate with professionals across Wealth, Home Lending, and Business Banking to provide integrated solutions, make warm introductions, set expectations, and take ownership of converting qualified opportunities into closed outcomes.
• Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
• Advise branch colleagues on relationship development and management of complex client needs.
• Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations to support strong risk and control outcomes.
• Help customers with everyday banking needs, including opening accounts and handling service requests.
• Execute applicable risk programs and follow Wells Fargo policies and procedures, including timely escalation and remediation of issues.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed