Senior Premier Banker East Towne Blvd

Wells Fargo Bank•Madison, WI

2d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The banker 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 appointments, lobby engagement, and proactive outreach. The role owns and actively grows a defined book of business, using goals-based planning and prudent risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking. It also supports everyday banking needs, including opening accounts and handling service requests. The position emphasizes advice-led customer conversations, meaningful discovery, long-term relationship development, and collaboration with Wealth, Home Lending, and Business Banking partners. Wells Fargo provides 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; employees then transition to the Senior Branch Premier Banker (SAFE) role. Unlicensed employees participate in the Branch Network Licensed Banker program.

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.
Series 65 (or equivalent) is required within a specified period in certain listed states, subject to current state regulations.
Required FINRA licenses must be obtained and maintained for continued employment; SAFE registration is required at employment, with Wells Fargo initiating the process after the start date.
Meet enhanced financial fitness and criminal background standards; applicable loan-originator requirements include standards related to financial responsibility, character, fitness, and criminal background.
This position is not eligible for visa sponsorship.

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 strong internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through to support retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to strengthen team performance and customer impact.
Clear and 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 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.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and own qualified opportunities through to completion.
Educate customers on self-service and mobile banking options to support digital adoption and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
Support everyday banking needs, including account opening and service requests.
Execute applicable risk programs and follow Wells Fargo policies and procedures, including timely issue escalation and remediation.