Senior Premier Banker Mercer Island

Wells Fargo•Mercer Island, WA
•$37 - $66

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role focuses on growing, deepening, and managing 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, and owns and grows a defined book of business using goals-based planning and prudent risk oversight. The role provides integrated solutions across deposits, investments, credit, home lending, and business banking, as well as assistance with everyday banking needs. Success requires strong relationship skills, proactive customer engagement, risk awareness, and collaboration with Wealth, Home Lending, and Business Banking partners. The role is supported by digital tools, training, coaching, and Wells Fargo’s banking brand, and offers a platform for career growth. The Senior Branch Premier Banker LP (license pending) position is temporary until the employee completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed when hired will participate in the Branch Network Licensed Banker program. The position requires a schedule that includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe; SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. Additional requirements include applicable loan-originator standards and enhanced financial fitness and criminal background standards. The position is not eligible for visa sponsorship. Base pay is $37.00–$65.50; employees may also be eligible for incentive opportunities.

Requirements

  • At least 4 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, education, or a combination of these.
  • 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 licenses, or FINRA-recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
  • SIE exam for FINRA qualification exams earned after September 30, 2018.
  • SAFE registration at the time of employment.
  • FINRA Series 65 or equivalent within the specified period 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, subject to applicable state rules; Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66.
  • Ability to work a schedule that includes most Saturdays.
  • Meet applicable loan-originator requirements and Wells Fargo standards for financial responsibility, character, fitness, and background screening.
  • Required FINRA licenses must be maintained for continued employment.
  • Not eligible for visa sponsorship.

Nice To Haves

  • Experience recommending financial products and turning customer goals into clear, 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 consistently to drive retention and growth across deposits, lending, and investments.
  • Experience coaching or supporting peers to improve team performance and customer impact.
  • Ability to communicate clearly and confidently, listen empathetically, 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.
  • Successfully completed FINRA Series 6 and Series 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 strategic outreach, referrals, and planned appointments.
  • Lead discovery-driven conversations to understand customer goals and provide 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 based on customers’ life stages and changing financial needs.
  • Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
  • 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 customer needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
  • Follow applicable risk programs, Wells Fargo policies and procedures, and risk and compliance obligations; identify, escalate, and help remediate issues.

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
  • Incentive opportunities may be available
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