Senior Premier Banker- Roanoke Area

Wells Fargo Bank•Roanoke, VA

14h•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows and manages relationships with affluent customers and customers with complex financial needs, serving as their primary contact for banking products and services through 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 delivers 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. The position emphasizes advice-led customer engagement, meaningful discovery, relationship growth, and collaboration with Wealth, Home Lending, and Business Banking partners. The employee will use digital tools, training, and coaching to deliver a differentiated customer experience and support customers in making informed financial decisions. A temporary Senior Branch Premier Banker LP (license pending) position applies until licensing requirements and SAFE registration are completed; employees then transition to the Senior Branch Premier Banker (SAFE) role. Employees hired without full licenses participate in the Branch Network Licensed Banker program. The role requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration at employment, and compliance with applicable financial fitness and background standards. The position is not eligible for visa sponsorship. Work locations are listed in Roanoke, Vinton, and Salem, Virginia; not all listed branches will have openings. The stated base pay range is $30.50–$55.00, with possible incentive opportunities.

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 recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; continued employment requires obtaining and maintaining required licenses.
SIE exam 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, including Virginia; requirements may change with state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the start date.
Meet enhanced financial fitness and criminal background standards; applicable loan originator requirements and Wells Fargo policies also apply.
This position is not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to source, acquire, and deepen customer relationships through proactive 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 and 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 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.
Serve as the primary financial partner by providing 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 follow 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 risk and control outcomes.
Assist with everyday banking needs, including opening accounts and handling service requests.