Senior Premier Banker Boca Raton FL

Wells Fargo Bank • Boca Raton, FL

12h • Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role focuses on growing, deepening, and managing relationships with affluent customers and customers with complex financial needs. The banker serves as a primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach, and owns and actively grows a defined book of business using goals-based planning and prudent risk oversight.

The position provides comprehensive guidance and ongoing reviews across deposits, investments, credit, home lending, and business banking. It also supports everyday banking needs, including opening accounts and handling service requests. The banker collaborates with Wealth, Home Lending, and Business Banking colleagues to deliver integrated solutions and a differentiated customer experience, and uses digital tools, training, and coaching to support performance and career growth.

The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Senior Branch Premier Banker (SAFE) role after successful completion. Required licenses must be obtained and maintained for continued employment. The position 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 obtain and maintain required FINRA licenses, state insurance licenses, and SAFE registration within required timeframes.
• Ability to meet enhanced financial fitness and criminal background standards.
• Ability to work a schedule that includes most Saturdays.

Nice To Haves

• Experience recommending financial products and translating customer goals into clear, actionable recommendations.
• Demonstrated 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.
• 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 a primary financial partner, providing comprehensive multi-product guidance and ongoing reviews based on customers’ changing needs.
• Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
• Educate customers about self-service and mobile banking options to support digital adoption and service efficiency.
• Advise branch colleagues on relationship development and complex customer needs.
• Maintain accurate documentation, use sound judgment, escalate issues promptly, and comply with applicable policies and regulations.
• Open accounts and handle service requests to support customers’ everyday banking needs.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed