Senior Premier Banker Evanston IL

Wells Fargo Bank•Evanston, IL

20h

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 more 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. Success requires strong relationship skills, proactive customer engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. 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; employees then transition 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. The position requires FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses, active or completed within a designated timeframe. The SIE is also required for FINRA qualification exams earned after September 30, 2018. Series 65 (or equivalent) is required within a specified period in certain states. SAFE registration is required at employment, and Wells Fargo initiates the process after the start date. The role also requires enhanced financial fitness and criminal background standards; loan originators must meet applicable LO/CFPB requirements and Wells Fargo policies. This position is not eligible for visa sponsorship. The stated base pay range is $37.00–$65.50; employees may also be eligible for incentives, discretionary bonuses, or equity, depending on the role.

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 licenses, active or completed within a designated timeframe; required licenses must be maintained for continued employment.
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) required within a specified period for hires in the listed states, subject to current state regulations.
SAFE registration required at the time of employment.
Ability to meet enhanced financial fitness and criminal background standards.
Loan originators must meet LO/CFPB requirements and applicable Wells Fargo policies.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Demonstrated 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 consistently 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 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 pre-planned appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, improve 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 Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and own qualified opportunities through to completion.
Educate customers about self-service and mobile banking to support digital adoption, satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain risk excellence through accurate documentation, sound judgment, timely issue escalation, and compliance with policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Potential eligibility for sales incentives, discretionary bonuses, and/or Restricted Stock Units