Senior Premier Banker - Queens District, NY

Wells Fargo Bank•Long Island, NY

1d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in its National Branch Network. The role manages and grows a defined book of business, serving affluent customers and customers with complex financial needs as their primary contact for banking products and services. Through scheduled appointments, lobby engagement, and proactive outreach, the banker learns customers’ goals and develops comprehensive financial strategies across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests. The banker works with internal partners in Wealth, Home Lending, and Business Banking to coordinate integrated solutions and deliver a strong customer experience. The position is supported by digital tools, training, and ongoing coaching. It requires strong relationship skills, active customer engagement, prudent risk oversight, and adherence to policies and regulations. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Senior Branch Premier Banker (SAFE) role after successful completion. Required FINRA licenses and state insurance licenses must be active or completed within a designated timeframe and maintained for continued employment. SAFE registration is required at employment, and Wells Fargo initiates the process after the start date. The role also requires enhanced financial fitness and criminal background standards. Loan Originators must meet applicable LO/CFPB requirements and Wells Fargo policies. The position is not eligible for Visa sponsorship. Locations include branches in Forest Hills, Little Neck, Long Island City, Astoria, Bayside, Elmhurst, Flushing, Corona, Sunnyside, College Point, and Jackson Heights, New York. The listed base pay range is $37.00–$65.50; pay may vary based on factors including performance, skills, experience, and work location. Employees may also be eligible for incentive opportunities.

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.
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; required licenses must be maintained for continued employment.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in specified states, FINRA Series 65 (or equivalent) is required within a specified period, subject to state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards; applicable Loan Originator requirements also apply.
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 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, confident communication; empathetic listening; and 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 Series 63 exams (or FINRA-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 support 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, making warm introductions, setting expectations, and taking ownership of qualified opportunities through completion.
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 applicable policies and regulations.
Assist customers with everyday banking needs, including opening accounts and handling service requests.