Senior Premier Banker - Queens District, NY

Wells Fargo•New York, NY

3d•$37 - $66•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role builds, 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 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 account openings and service requests, to provide customers with a seamless banking experience. The successful candidate uses discovery-led advice to acquire and deepen customer relationships, translate financial goals into tailored strategies, and coordinate with Wealth, Home Lending, and Business Banking partners. The position includes digital banking education, collaboration with branch colleagues, and careful adherence to risk and compliance standards. Wells Fargo provides digital tools, training, coaching, and a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration; upon completion, 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 role requires FINRA and state insurance licensing, SAFE registration, and meeting enhanced financial fitness and background standards. It is not eligible for visa sponsorship. The schedule includes most Saturdays.

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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and applicable state insurance license(s), active or completed within a designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) required within a specified period for hires in the states listed in the posting, subject to applicable state rules.
SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date.
Maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
This position is not eligible for visa sponsorship.

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 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 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.
Successfully completed FINRA Series 6 and 63 exams (or FINRA-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.
Lead discovery conversations to understand customer goals and provide tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customers’ financial needs evolve.
Coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners, making warm introductions, setting expectations, and personally following qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction and service efficiency.
Advise branch colleagues on relationship development and complex customer needs as an active member of the branch team.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations to support effective risk controls.
Support everyday banking needs, including opening accounts and handling service requests.
Meet and maintain required FINRA licenses, state insurance licenses, and SAFE registration requirements.