Senior Premier Banker- Roanoke Area

Wells Fargo•Salem, VA
•$31 - $55•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 a defined book of business and uses goals-based planning and prudent risk oversight to provide 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, and collaborates with internal partners to provide a differentiated customer experience. The role is intended for growth-oriented professionals who lead with advice, conduct meaningful discovery, and translate customer goals into financial strategies. Wells Fargo provides digital tools, 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 role requires working a schedule that includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe, and maintaining required FINRA licenses is necessary for continued employment. SAFE registration is required at employment. The position is not eligible for visa sponsorship. The listed base pay range is $30.50–$55.00; employees may also be eligible for incentive opportunities.

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.
  • Securities Industry Essentials (SIE) exam if FINRA qualification exams were earned after September 30, 2018.
  • FINRA Series 65 or equivalent within a specified period for hires in the listed states, subject to applicable state requirements.
  • SAFE registration at the time of employment.
  • Ability to work a schedule that includes most Saturdays.
  • Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo policies.
  • 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 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.
  • 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.
  • Successful completion of FINRA Series 6 and Series 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 outreach, referrals, and planned appointments.
  • Conduct discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies.
  • Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers’ needs evolve.
  • Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
  • Educate customers about self-service and mobile banking options to encourage digital adoption.
  • Advise branch colleagues on relationship development and complex customer 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.

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
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