Senior Premier Banker Summerlin Crossing

Wells Fargo•Fort Myers, FL

7d•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, serving 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 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 is intended for growth-oriented professionals who use advice-led discovery to understand customer goals and translate them into comprehensive financial strategies. Success depends on relationship skills, proactive customer engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. The employee is supported with digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration. Upon successful completion, the employee transitions to the Senior Branch Premier Banker (SAFE) role and participates in the Branch Network Licensed Banker program if not fully licensed at hire. Required licenses must be obtained and maintained for continued employment. The role is not eligible for visa sponsorship.

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.
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 the designated timeframe; for qualifying exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 or equivalent within a specified period for hires in the listed states, subject to applicable state requirements.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Required FINRA licenses must be obtained and maintained for continued employment; the role also requires meeting enhanced financial fitness and criminal background standards.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards; credit reporting and ongoing screening may apply.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and turning customer goals into clear, actionable recommendations.
Ability to source, acquire, and deepen 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 improve team performance and customer outcomes.
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.
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 recommend 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 as customers' needs evolve.
Coordinate warm introductions and integrated solutions with partners in Wealth, Home Lending, and Business Banking; set expectations and take ownership of converting qualified opportunities into completed outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve customer experience and service efficiency.
Advise branch colleagues on relationship development and the management of complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and adhere to policies and regulations to support risk and control outcomes.
Support everyday banking needs, including opening accounts and handling service requests.
Meet applicable risk, compliance, licensing, and SAFE registration requirements.