Senior Premier Banker - Richmond River

Wells Fargo•Midlothian, VA

1d•$31 - $55•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 point of contact for banking products and services. Engagement includes scheduled appointments, lobby interactions, and proactive outreach. The banker leads with advice, discovers customer goals, and translates them into comprehensive financial strategies while managing and growing a defined book of business with prudent risk oversight. Solutions span deposits, investments, credit, home lending, and business banking, as well as everyday banking services such as opening accounts and handling service requests. The role collaborates with internal partners across Wealth, Home Lending, and Business Banking to provide integrated solutions and a differentiated customer experience. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; successful employees transition to the Senior Branch Premier Banker (SAFE) role and may participate in the Branch Network Licensed Banker program. The position requires active or timely completion of applicable FINRA and state insurance licenses, SAFE registration, and applicable financial fitness and background standards. It is not eligible for visa sponsorship. The schedule includes most Saturdays. The listed potential branch locations are in the Richmond and Midlothian, Virginia area, though positions may not be available at every listed location.

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 recognized equivalents) and state insurance license(s), active or completed within the designated timeframe; the SIE is also required for applicable FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is required within a specified period for hires in the states listed in the posting, subject to state-specific requirements.
SAFE registration is required at employment; obtaining and maintaining required FINRA licenses is necessary for continued employment.
Must meet enhanced financial fitness and criminal background standards, including applicable loan-originator requirements.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, 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 support retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to strengthen team performance and customer impact.
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.
FINRA Series 6 and 63 (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 outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews across customers' life stages and evolving needs.
Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners, taking ownership of qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Support risk programs and compliance obligations, including monitoring, identifying, escalating, and remediating issues.