Senior Premier Banker Lakeway South

Wells Fargo•Lakeway, TX

2d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role manages and grows relationships with affluent customers and customers with complex financial needs, serving as their primary point of 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 helps customers with everyday banking needs, including opening accounts and handling service requests. The position emphasizes advice-led relationship development, discovery of customer goals, proactive engagement, and collaboration with partners across Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, industry training, and ongoing coaching. Employees hired into the Senior Branch Premier Banker LP (license pending) role remain in that temporary role until they complete licensing requirements and SAFE registration, after which they transition to the Senior Branch Premier Banker (SAFE) role. The position is located at 2302 Ranch Rd 620 S, Lakeway, Texas 78734. It 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.
FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within the designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
For hires in specified states, FINRA Series 65 (or equivalent) is required within a specified period; state requirements may change.
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.
Must meet enhanced financial fitness and criminal background standards; loan-originator requirements include applicable standards for financial responsibility, character, fitness, and criminal background.
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 customer 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.
Ability to communicate clearly and confidently, listen with empathy, and 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.
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 across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customers’ needs evolve.
Collaborate with Wealth, Home Lending, and Business Banking partners, coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into outcomes.
Educate customers on self-service and mobile banking options to support digital adoption, 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 comply with policies and regulations.
Meet applicable risk-program and compliance responsibilities, including monitoring, identifying, escalating, and remediating issues.
Work a schedule that includes most Saturdays.
Obtain and maintain required FINRA licenses and registrations and satisfy applicable SAFE registration and loan-originator requirements.