Senior Premier Banker - Greater Phoenix Area

Wells Fargo•Buckeye, AZ

5d•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 discovers customer goals and develops tailored financial strategies. The banker owns and grows a defined book of business, applying goals-based planning and prudent risk oversight to provide solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests, while collaborating with partners to provide a seamless customer experience. The position is intended for growth-oriented professionals who lead with advice and build trust through meaningful discovery. Wells Fargo provides digital tools, industry training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration; eligible employees then transition to the Senior Branch Premier Banker (SAFE) role and participate in the Branch Network Licensed Banker program while completing licensing. The position is based at one of the listed branch locations in the Greater Phoenix area. The schedule will include 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. The role also requires enhanced financial fitness and criminal background standards, and is not eligible for visa sponsorship.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63, or FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is required within a specified period for hires in the listed states, subject to applicable state rules.
SAFE registration is required at the time of employment.
Required FINRA licenses must be obtained and maintained for continued employment.
Must meet enhanced financial fitness and criminal background standards; loan originators must meet LO/CFPB requirements and Wells Fargo policies.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into 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 improve team performance and customer impact.
Clear, confident communication; empathetic listening; and ability to 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.
FINRA Series 6 and 63 exams, or recognized equivalents, completed sufficiently 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 conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
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, including warm introductions, setting expectations, and taking ownership of qualified opportunities through to completion.
Educate customers on self-service and mobile banking options to support digital adoption, satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and complex client needs.
Maintain risk and compliance standards through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Meet applicable risk program and compliance obligations, monitor and escalate risks, and remediate issues as required.