Senior Premier Banker Millhopper

Wells Fargo•Gainesville, FL
•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. The banker serves as a primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach, and owns and grows a defined book of business using goals-based planning and prudent risk oversight. The role provides integrated solutions across deposits, investments, credit, home lending, and business banking, while also assisting with everyday banking needs such as opening accounts and handling service requests. The position emphasizes advice-led relationship development, meaningful discovery, comprehensive financial strategies, and collaboration with partners in Wealth, Home Lending, and Business Banking. The banker is supported with digital tools, training, and coaching. Employees hired into the Senior Branch Premier Banker LP role before completing licensing requirements and SAFE registration will hold a temporary position until those requirements are successfully completed, then transition to the Senior Branch Premier Banker (SAFE) role. Unlicensed employees will participate in the Branch Network Licensed Banker program.

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 licenses or recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
  • Securities Industry Essentials (SIE) exam when applicable to FINRA qualification exams earned after September 30, 2018.
  • FINRA Series 65 or equivalent within the specified period if hired in a listed state, subject to applicable state requirements.
  • SAFE registration at the time of employment; Wells Fargo initiates the registration process after the start date.
  • Ability to meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
  • Not eligible for visa sponsorship.

Nice To Haves

  • Experience recommending financial products and translating customer goals into 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 and confident communication, empathetic listening, and ability to build credibility and trust.
  • 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 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 strategic outreach, referrals, and planned appointments.
  • Lead discovery conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, improve retention, and support balanced growth across deposits, lending, and investments.
  • Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customers’ needs evolve.
  • Collaborate with Wealth, Home Lending, and Business Banking professionals by coordinating warm introductions, setting clear expectations, and personally following through on qualified opportunities.
  • Promote 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-program, compliance, and control responsibilities, including monitoring, identifying, escalating, and remediating issues.
  • Work a schedule that includes most Saturdays.
  • Obtain and maintain required FINRA licenses and registrations for continued employment.

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to support work-life balance and well-being
  • Digital tools, industry-leading training, and ongoing coaching
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