Senior Premier Banker Lower Manhattan

Wells Fargo•New York, NY

5d•$37 - $66•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role builds, deepens, and manages relationships with affluent customers and customers with complex financial needs, serving as their primary banking contact through 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 integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests, and collaborates with Wealth, Home Lending, and Business Banking partners to provide a coordinated customer experience. The position is intended for growth-oriented professionals who lead with advice, uncover customer goals, and translate them into financial strategies. Wells Fargo provides digital tools, training, and coaching. Employees hired into the Senior Branch Premier Banker LP (license pending) role remain in that temporary role until they complete licensing requirements and SAFE registration, after which they transition to Senior Branch Premier Banker (SAFE). Unlicensed employees participate in the Branch Network Licensed Banker program. The position is based at one of the listed Wells Fargo branch locations in Lower Manhattan, New York. The role is not eligible for visa sponsorship. The stated base pay range is $37.00–$65.50; pay may vary based on factors including performance, skills, experience, and work location, and employees may also be eligible for incentives.

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.
Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
FINRA Series 65 or equivalent within a specified period for hires in the listed states that require it, subject to applicable state regulations.
SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Ability to obtain and maintain required FINRA licenses as a condition of continued employment.

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 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 improve team performance and customer impact.
Clear, 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 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 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 partners; coordinate warm introductions, set expectations, and take ownership of qualified opportunities through to outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Meet applicable risk, compliance, and control responsibilities, including monitoring, identification, escalation, and remediation of issues.
Work a schedule that includes most Saturdays.
Obtain and maintain required FINRA and state insurance licenses and SAFE registration for continued employment.