Senior Premier Banker - Southeast Phoenix

Wells Fargo•Mesa, AZ

3d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and people with 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 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. The Senior Branch Premier Banker builds trust through discovery-driven advice, ongoing reviews, proactive customer engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. The position is supported by digital tools, training, and coaching, and offers a platform for career growth. A temporary Senior Branch Premier Banker LP (license pending) role is available until licensing requirements and SAFE registration are completed; successful completion leads to 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 role requires working a schedule that includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe, and SAFE registration is required at the time of employment. Additional licensing, financial fitness, background, and loan-originator requirements may apply. This position is not eligible for Visa sponsorship. The posting lists branch locations in Mesa, Apache Junction, and Gold Canyon, Arizona; positions may not be available at every listed location.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
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 FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe. The SIE is also required for applicable FINRA qualification exams earned after September 30, 2018.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and applicable Wells Fargo standards.
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 customer relationships through outreach and 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 outcomes.
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 provide tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, providing comprehensive 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 take ownership of qualified opportunities through completion.
Educate customers on self-service and mobile banking to increase digital adoption, satisfaction, engagement, and 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.
Support everyday banking needs, including opening accounts and handling service requests.
Follow applicable risk and compliance programs, policies, and procedures; monitor, identify, escalate, and remediate issues and make sound risk decisions.