Senior Premier Banker Murdock

Wells Fargo & Company•Port Charlotte, FL

2d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to grow, deepen, and manage 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. The role focuses on advice-led customer discovery, translating customer goals into comprehensive financial strategies, and actively growing a defined book of business while applying prudent risk oversight. Solutions span deposits, investments, credit, home lending, and business banking, alongside everyday banking needs such as opening accounts and handling service requests. The position involves working closely with partners across Wealth, Home Lending, and Business Banking to deliver integrated solutions and a differentiated customer experience. Wells Fargo provides digital tools, industry-leading training, ongoing coaching, and a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program.

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.
Required FINRA Series 6 and Series 63 licenses or recognized equivalents, and state insurance license(s), active or completed within a designated timeframe. The SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent examination required within a specified period in certain states listed in the posting; requirements may change based on state regulations.
SAFE registration is required at employment; Wells Fargo will initiate the process after the start date.
Required licenses must be obtained and maintained for continued employment. The role also requires meeting enhanced financial fitness and criminal background standards.
For loan originators, compliance with LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
The position is 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 customer relationships through outreach and strong internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through consistently to drive 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.
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 strategic outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews based on customers’ life stages and changing financial needs.
Coordinate with partners in Wealth, Home Lending, and Business Banking, including warm introductions, setting expectations, and taking ownership of qualified opportunities through to closure.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, 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 to support strong risk and control outcomes.
Complete and maintain required FINRA licenses and SAFE registration, as applicable to the role.