Senior Premier Banker Tri County South District

Wells Fargo Bank•Austin, TX

2d•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 more 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 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 position also supports everyday banking needs, including opening accounts and handling service requests. The role involves building trust, conducting discovery-led conversations, translating customer goals into financial strategies, and collaborating with partners in Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed, after which employees transition to the Senior Branch Premier Banker (SAFE) role and participate in the Branch Network Licensed Banker program if not fully licensed. The position requires an active or timely obtained set of FINRA and state insurance licenses, SAFE registration, and compliance with enhanced financial fitness and criminal background standards. It is not eligible for visa sponsorship. The work schedule will include most Saturdays.

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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is required within a specified period for hires in the listed states, subject to current state regulations; Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
Must meet enhanced financial fitness and criminal background standards; loan originators must meet LO/CFPB requirements and Wells Fargo policies.
The position is 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 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 and confident communication, empathetic listening, and the ability to 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.
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 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 as customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and personally follow through on qualified opportunities.
Encourage digital adoption by educating customers about self-service and mobile banking options.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and adhere to policies and regulations.
Meet applicable risk, compliance, licensing, SAFE registration, and loan-originator requirements.