Senior Premier Banker - Greater Phoenix Area

Wells Fargo Bank•Phoenix, AZ

3d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network in the Greater Phoenix Area. The role manages and grows relationships with affluent customers and people with complex financial needs, serving as their primary contact for banking products and services through 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-building, proactive customer engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, and ongoing coaching. A temporary license-pending role is available for candidates who have not completed licensing requirements; after successful completion, employees transition to the Senior Branch Premier Banker (SAFE) role. The license-pending role participates in the Branch Network Licensed Banker program. The position requires FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and SAFE registration. Additional Series 65 requirements apply in specified states. Required licenses must be obtained and maintained for continued employment. The role also requires enhanced financial fitness and criminal background standards. Loan originators must meet LO/CFPB requirements and Wells Fargo policies. Visa sponsorship is not available. Positions may not be available at every branch listed in the posting.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, 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 FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) must be completed within a specified period for hires in Alaska, Alabama, Connecticut, Delaware, Hawaii, Iowa, Idaho, Indiana, Kansas, Maryland, Michigan, Minnesota, Mississippi, North Carolina, North Dakota, Nebraska, New Mexico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming, subject to state regulations; Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the employee starts.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and applicable company policies.
Ability to work a schedule that includes most Saturdays.
Visa sponsorship is not available.

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 consistently following through to drive retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to improve team performance and customer impact.
Ability to communicate clearly and confidently, listen empathetically, and quickly build credibility and trust.
Financial services 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 new 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 that strengthen relationships, retention, and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews suited to customers’ life stages and evolving needs.
Coordinate with professionals in Wealth, Home Lending, and Business Banking to make warm introductions, set expectations, and take ownership of converting qualified opportunities into completed outcomes.
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 managing complex client needs.
Maintain risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.