Senior Premier Banker - Skyline Area

Wells Fargo Bank•Culpeper, VA
•Onsite

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, acting 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, such as opening accounts and handling service requests. Success requires strong relationship skills, proactive customer engagement, and collaboration with internal partners across Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, coaching, and a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully 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 a schedule that includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe, and SAFE registration is required at employment. Obtaining and maintaining required FINRA licenses is necessary for continued employment. The role also requires enhanced financial fitness and criminal background standards; loan originators must meet applicable LO/CFPB requirements and Wells Fargo policies. This position is not eligible for visa sponsorship. The listed base pay range is $31.00–$65.50; pay may vary based on factors such as performance, skills, experience, and work location, and employees may be eligible for incentives.

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; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
  • Series 65 (or equivalent) required within a specified period for hires in the listed states, subject to state regulations; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
  • SAFE registration required 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; loan originators must also meet LO/CFPB requirements and applicable company policies.
  • Provide accurate information and supporting documentation for lawful employment and education verification.
  • The position is not eligible for visa sponsorship.

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 to drive retention and growth across deposits, lending, and investments.
  • Experience coaching or supporting peers to strengthen team performance and customer impact.
  • Clear, confident communication; empathetic listening; and ability to 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 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, retention, and 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 evolving 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.
  • Promote digital adoption by educating customers about self-service and mobile banking options.
  • Advise branch colleagues on relationship development and managing complex client needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
  • Support everyday banking needs, including opening accounts and handling service requests.

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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