Senior Premier Banker Forney, DeNovo

Wells Fargo•Forney, TX

22h•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in its National Branch Network to grow, deepen, and manage relationships with affluent customers and customers with complex financial needs. The banker serves as a primary contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The role involves owning and actively growing a defined book of business, using goals-based planning and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. It also includes helping customers with everyday banking needs, such as opening accounts and handling service requests. The successful banker leads with advice, conducts meaningful discovery, translates customer goals into financial strategies, and collaborates with partners in Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, coaching, and support for career growth. The Senior Branch Premier Banker LP (license pending) position is temporary until licensing requirements and SAFE registration are completed; eligible employees then transition to the Senior Branch Premier Banker (SAFE) role and, if not fully licensed at hire, participate in the Branch Network Licensed Banker program. The position is located at 1925 Gateway Blvd, Forney, Texas. Most Saturdays are included in the work schedule. This role is not eligible for visa sponsorship. Required licenses and registrations must be obtained and maintained for continued employment, and the role requires meeting enhanced financial fitness and criminal background standards.

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.
FINRA Series 6 and Series 63, or FINRA-recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
SIE exam required for FINRA qualification exams earned after September 30, 2018.
Series 65 or equivalent required within a specified period for hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, subject to applicable state requirements.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Obtain and maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
Meet applicable loan originator and CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
Work a schedule that includes most Saturdays.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Demonstrated 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.
Successful completion of 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 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 change.
Coordinate warm introductions and integrated solutions with professionals in Wealth, Home Lending, and Business Banking; set expectations and take ownership of converting qualified opportunities into outcomes.
Educate customers about self-service and mobile banking options to support digital adoption, satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and 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 with everyday banking needs, including opening accounts and handling service requests.