Senior Premier Banker Leander, DeNovo

Wells Fargo•Cedar Park, TX

8d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role focuses on growing, deepening, and managing relationships with affluent customers and customers with complex financial needs. The banker serves as a primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach, and owns and actively grows a defined book of business. The position uses goals-based planning, prudent risk oversight, and integrated solutions spanning deposits, investments, credit, home lending, and business banking. It also supports customers’ everyday banking needs, including opening accounts and handling service requests. The successful candidate leads with advice, builds trust through discovery, and translates customers’ goals into financial strategies. The banker collaborates with internal partners in Wealth, Home Lending, and Business Banking, uses digital tools to support customers, and contributes to branch-team performance. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration, after which the employee transitions 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 SAFE registration at employment and active or timely completion of applicable FINRA and state insurance licenses. Continued employment requires obtaining and maintaining required FINRA licenses. The position is not eligible for visa sponsorship.

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
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; SIE is also required for FINRA qualification exams earned after September 30, 2018.
SAFE registration is required at the time of employment.
Required FINRA licenses must be obtained and maintained for continued employment.
For hires in specified states, FINRA Series 65 (or equivalent) is also required within a specified period, subject to applicable state requirements.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and applicable Wells Fargo standards.
Ability to work a schedule that includes most Saturdays.
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 quickly build credibility and trust.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
3+ years of experience in a licensed financial services position.
Successfully completed FINRA Series 6 and 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Acquire new 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 change.
Collaborate with Wealth, Home Lending, and Business Banking partners; coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into completed 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 the management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Support customers’ everyday banking needs, including opening accounts and handling service requests.