Senior Premier Banker Boca Raton FL

Wells Fargo•Boca Raton, FL

1d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) within its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and customers with complex financial needs, serving as their primary point of 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 role also supports everyday banking needs, including opening accounts and handling service requests, and collaborates with partners in Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. The role is intended for growth-oriented professionals who lead with advice, acquire and deepen relationships through customer discovery, and translate customer goals into comprehensive financial strategies. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) position is temporary until licensing requirements and SAFE registration are successfully completed, after which employees transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. The position requires SAFE registration at employment and active or timely completion of required FINRA and state insurance licenses. Continued employment requires obtaining and maintaining required FINRA licenses. The role is not eligible for visa sponsorship and requires a schedule that includes most Saturdays.

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 a designated timeframe.
Securities Industry Essentials (SIE) exam if FINRA qualification exams were earned after September 30, 2018.
FINRA Series 65 (or equivalent) within a specified period for hires in the listed states, subject to state requirements.
SAFE registration at the time of employment.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards and applicable Loan Originator/CFPB requirements.
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.
Ability to communicate clearly and confidently, listen with empathy, and 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.
Successfully completed 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 strategic outreach, referrals, and pre-planned appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews in response to customers’ life stages and changing financial needs.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of converting qualified opportunities into closed 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 risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.
Meet applicable risk-program, compliance, governance, monitoring, escalation, and remediation obligations and make sound risk decisions.
Obtain and maintain required FINRA licenses and SAFE registration.