Senior Premier Banker - Mclean

Wells Fargo•McLean, VA

1d•$38 - $66•Onsite

About The Position

Wells Fargo is hiring 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 grows a defined book of business using goals-based planning and prudent risk oversight. The role delivers integrated solutions across deposits, investments, credit, home lending, and business banking, while also helping customers with everyday banking needs, such as opening accounts and handling service requests. The banker builds trust through advice-led discovery, translates customer goals into financial strategies, and works with partners across Wealth, Home Lending, and Business Banking to provide a seamless customer experience. The role is supported by digital tools, training, coaching, and opportunities for career growth. The Senior Branch Premier Banker LP (license pending) position is temporary until licensing requirements and SAFE registration are successfully completed, after which employees transition to the Senior Branch Premier Banker (SAFE) role. The position is based at 6840-6844 Old Dominion Drive, McLean, Virginia. The role requires a schedule that includes most Saturdays. Required licenses must be active or completed within a designated timeframe, and continued employment depends on obtaining and maintaining required FINRA licenses. 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 work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 licenses or recognized equivalents, and State Insurance license(s), active or completed within a designated timeframe. The SIE is also required for FINRA qualification exams earned after September 30, 2018.
In specified states, FINRA Series 65 or an equivalent examination is also required within a specified period; requirements may change based on state regulations.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Obtaining and maintaining required FINRA licenses is necessary 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 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 strengthen team performance and customer impact.
Clear and 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 affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned appointments.
Lead discovery-based 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 customers’ primary financial partner by providing multi-product guidance and ongoing reviews as their needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of converting qualified opportunities into completed outcomes.
Educate customers about self-service and mobile banking to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and managing complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk controls.
Help customers with everyday banking needs, including opening accounts and handling service requests.
Follow applicable risk programs, policies, and procedures; fulfill compliance obligations; and escalate and remediate issues in a timely manner.