Senior Premier Banker - Prince William North, VA

Wells Fargo Bank•Centreville, VA

1d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role builds, 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. Engagement takes place through scheduled appointments, branch interactions, and proactive outreach. The banker manages a defined book of business and uses goals-based planning and prudent risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking, while also supporting everyday banking needs. The position emphasizes advice-led relationship growth, customer discovery, and collaboration with colleagues in Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, and ongoing coaching. A temporary Senior Branch Premier Banker LP (license pending) role applies to employees who have not yet completed licensing requirements and SAFE registration; upon completion, they transition to the Senior Branch Premier Banker (SAFE) role. The position requires FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within a designated timeframe. Additional licensing requirements may apply based on state and exam history. SAFE registration is required at employment. Continued employment requires maintaining required FINRA licenses. The role also requires enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship. The schedule includes most Saturdays. Positions may not be available at every listed location.

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.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
SAFE registration required at the time of employment.
Maintain required FINRA licenses for continued employment.
Meet enhanced financial fitness and criminal background standards.
Meet applicable Loan Originator/CFPB requirements and Wells Fargo policies if serving as a Loan Originator.

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 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 quickly build credibility and trust.
Financial services experience in consumer banking, home lending, business banking, or investments.
At least 3 years of experience in a licensed financial services position.
Completed FINRA Series 6 and Series 63 exams (or recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and planned appointments.
Conduct discovery-driven 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 customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Encourage customers to adopt digital, self-service, and mobile banking options.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Help customers with everyday banking needs, including opening accounts and handling service requests.
Manage and grow a defined book of business, supporting retention and balanced growth across deposits, lending, and investments.