Senior Premier Banker - Chandler/Tempe Area

Wells Fargo • Mesa, AZ

5d • Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and customers with 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 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 relies on relationship-building, proactive customer engagement, and collaboration with Wealth, Home Lending, and Business Banking partners to provide a differentiated customer experience. The banker is supported by digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; successful completion leads to transition into the Senior Branch Premier Banker (SAFE) role. The position is not eligible for visa sponsorship.

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 the required timeframe.
• Securities Industry Essentials (SIE) exam when applicable to FINRA qualification exams earned after September 30, 2018.
• SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
• FINRA Series 65 or equivalent within the specified timeframe for hires in listed states, subject to applicable state requirements.
• Ability to meet enhanced financial fitness and criminal background standards and loan-originator requirements, including applicable financial responsibility, character, fitness, and background standards.
• Ability to work a schedule that includes most Saturdays.

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 consistently to support 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 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 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 growth across deposits, lending, and investments.
• Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews based on customers’ life stages and changing needs.
• Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and take ownership of converting qualified opportunities into completed outcomes.
• Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
• Advise branch colleagues on relationship development and managing complex client needs.
• Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
• Meet and maintain required FINRA licenses and SAFE registration requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed