Senior Premier Banker Carle Place

Wells Fargo•Carle Place, NY

4d•$37 - $66•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role manages and grows 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 grows a defined book of business, uses goals-based planning and prudent risk oversight, and delivers solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including account opening and service requests, and collaborates with partners across Wealth, Home Lending, and Business Banking. The position is intended for growth-oriented professionals who lead with advice, understand customer goals through discovery, and provide comprehensive financial strategies. 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; the employee then transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed upon hire 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 licenses, active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) within a specified period if hired in one of the listed states, subject to applicable state regulations.
SAFE registration required at employment; Wells Fargo initiates the process after the start date.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
Required FINRA licenses must be obtained and maintained for continued employment.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
Ability to source, acquire, and deepen customer relationships through proactive outreach and 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.
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.
FINRA Series 6 and 63 (or recognized equivalents) completed sufficiently to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire affluent consumer and business customers and deepen existing relationships through outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies across deposits, lending, and investments.
Serve as the primary financial partner, provide multi-product guidance, and conduct ongoing reviews as customer needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to make warm introductions, set expectations, and follow qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption.
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.