Senior Premier Banker Peachtree Corners

Wells Fargo•Peachtree Corners, GA

12d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role focuses on growing, deepening, and managing relationships with affluent customers and customers with complex financial needs, serving as their primary point of contact for banking products and services. 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, such as opening accounts and handling service requests. The position involves customer appointments, lobby engagement, proactive outreach, discovery-driven financial conversations, ongoing reviews, and collaboration with Wealth, Home Lending, and Business Banking partners. The banker promotes digital banking adoption, supports branch colleagues on relationship development and complex client needs, and follows policies and regulations to maintain sound control outcomes. Wells Fargo provides digital tools, training, coaching, and opportunities for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees in 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 and is not eligible for Visa sponsorship.

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 the designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 (or equivalent) is required within a specified period for hires in the listed states, subject to applicable state requirements.
SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date.
Must obtain and maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
Must work a schedule that includes most Saturdays.
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 customer 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.
Ability to communicate clearly and confidently, listen with empathy, and quickly 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 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 planned appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies across deposits, lending, and investments.
Serve as the primary financial partner, provide comprehensive multi-product guidance, and conduct 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 and improve service efficiency.
Advise branch colleagues on relationship development and management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
Meet applicable risk and compliance responsibilities, including following policies, escalating and remediating issues, and making sound risk decisions.