Senior Premier Banker Culebra & 211, DeNovo

Wells Fargo & Company•San Antonio, TX

1d•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 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, while collaborating with partners across Wealth, Home Lending, and Business Banking to provide a differentiated customer experience. The role emphasizes advice-led relationship development, meaningful customer discovery, comprehensive financial strategies, and long-term customer value. Wells Fargo provides digital tools, training, and ongoing coaching to support success and career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration. 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 of the requirements.

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 license(s), active or completed within the 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 employment; Wells Fargo initiates the process after the start date.
Required FINRA licenses must be obtained and maintained for continued employment. Enhanced financial fitness and criminal background standards apply.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
Ability to source, acquire, and deepen relationships through proactive 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.
Clear, confident communication; empathetic listening; and ability to build credibility and trust.
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 FINRA-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 outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and recommend tailored banking and credit strategies across deposits, lending, and investments.
Serve as customers’ primary financial partner by providing multi-product guidance and ongoing reviews aligned with their life stages and financial needs.
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners, set clear expectations, and take ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to increase digital adoption, satisfaction, and service efficiency.
Advise branch colleagues on relationship development and management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Meet applicable risk, compliance, financial fitness, background screening, licensing, and SAFE registration requirements.