Senior Premier Banker - Richmond River

Wells Fargo Bank•Midlothian, VA

3d•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 solutions across deposits, investments, credit, home lending, and business banking. The role also helps customers with everyday banking needs, including opening accounts and handling service requests. Success requires strong relationship skills, proactive customer engagement, and collaboration with Wealth, Home Lending, and Business Banking partners. The position is supported by digital tools, training, and coaching. Employees hired into the Senior Branch Premier Banker LP (license pending) role hold a temporary status until they complete licensing requirements and SAFE registration; they then transition to the Senior Branch Premier Banker (SAFE) role and may participate in the Branch Network Licensed Banker program. The position may be placed at one of several listed branches in the Richmond and Midlothian, Virginia area, subject to availability. The schedule includes most Saturdays. The role requires FINRA licensing and SAFE registration, along with enhanced financial fitness and criminal background standards. It is not eligible for visa sponsorship. The base pay range is $30.50 to $55.00; employees may also be eligible for incentives.

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 license(s), 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 states listed in the posting, subject to applicable state regulations.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Maintain required FINRA licenses as a condition of continued employment and meet enhanced financial fitness and criminal background standards.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
This position is not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to source, acquire, and deepen relationships proactively 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, confident communication, empathetic listening, and the ability to 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

Acquire new 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 by providing multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, making warm introductions and taking ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve the customer experience and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Assist with everyday banking needs, including opening accounts and handling service requests.