Senior Premier Banker Parmer Ranch, DeNovo

Wells Fargo Bank•Georgetown, TX

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, serving as their primary contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and 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. The position emphasizes advice-led customer discovery, proactive engagement, long-term customer value, and collaboration with Wealth, Home Lending, and Business Banking partners. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until required licensing and SAFE registration are completed, after which employees transition to the Senior Branch Premier Banker (SAFE) role. Applicants hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. The role is based at 28707 Ronald Reagan Blvd, Georgetown, Texas. It requires working a schedule that includes most Saturdays. Required licenses must be obtained and maintained within applicable timeframes, and SAFE registration is required at employment. The role also requires enhanced financial fitness and criminal background standards. It is not eligible for visa sponsorship.

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 FINRA-recognized equivalents) and state insurance licenses, active or completed within the designated timeframe; SIE is also required for applicable FINRA qualification exams earned after September 30, 2018.
Series 65 or equivalent is also required within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
Obtain and maintain required FINRA licenses for continued employment and meet SAFE registration requirements at the time of employment.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo policies.
Visa sponsorship is not available for this position.

Nice To Haves

Experience recommending financial products and translating 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.
Clear, confident communication, empathetic listening, and the 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.
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 recommend tailored banking and credit strategies that strengthen relationships, increase retention, and support 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.
Collaborate with Wealth, Home Lending, and Business Banking professionals, coordinating warm introductions, setting expectations, and taking 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 client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Help customers with everyday banking needs, including opening accounts and handling service requests.