Senior Premier Banker Delaware South District

Wells Fargo•Rehoboth Beach, DE

1d•Onsite

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 complex financial needs, serving as their primary point of contact for banking products and services. The banker uses scheduled appointments, lobby engagement, and proactive outreach to understand customer goals and recommend comprehensive strategies across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests, and collaborates with internal partners to deliver a differentiated customer experience. The position owns and actively grows a defined book of business, using goals-based planning and prudent risk oversight. Success involves building trust, managing a portfolio, recommending holistic, multi-product solutions, and coordinating with Wealth, Home Lending, and Business Banking partners. The banker also promotes digital banking adoption and supports branch colleagues with relationship development and complex client needs. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee successfully 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. The position requires working a schedule that includes most Saturdays, maintaining required licenses and registrations, and meeting enhanced financial fitness and criminal background standards. Visa sponsorship is not available.

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 FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date.
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018.
For positions hired in Delaware and the other listed states, FINRA Series 65 (or equivalent) is also required within a specified period, subject to applicable requirements.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
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 relationships through 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.
Clear, confident communication; empathetic listening; and ability to build credibility and trust quickly.
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 Series 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 outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing multi-product guidance and ongoing reviews as customers' needs evolve.
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners; set expectations and take ownership of qualified opportunities through closure.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve service efficiency.
Advise branch colleagues on relationship development and managing complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.
Meet and maintain required FINRA licenses, state insurance licenses, SAFE registration, and applicable state-specific qualification requirements.