Senior Premier Banker - Scottsdale

Wells Fargo • Mesa, AZ

8d • Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in its National Branch Network. The role grows, deepens, and manages 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 leads with advice, conducts meaningful discovery, translates customer goals into financial strategies, and owns and grows a defined book of business. The role delivers integrated solutions across deposits, investments, credit, home lending, and business banking while also helping customers with everyday banking needs, including opening accounts and handling service requests.

The Senior Premier Banker collaborates with partners in Wealth, Home Lending, and Business Banking to provide a differentiated customer experience. Wells Fargo provides digital tools, training, and ongoing coaching. The posting also describes a temporary Senior Branch Premier Banker LP (license pending) role for employees who have not yet completed licensing requirements and SAFE registration; after successfully completing those requirements, employees transition to the Senior Branch Premier Banker (SAFE) role.

The role requires FINRA licensing and SAFE registration, and is subject to enhanced financial fitness and criminal background standards. It is not eligible for visa sponsorship. The schedule will include most Saturdays. Posting locations are in Phoenix and Scottsdale, Arizona.

Requirements

• At least 4 years of customer service experience, or equivalent demonstrated through work experience, 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 recognized equivalents, and state insurance license(s), active or completed within the designated timeframe; for qualifying exams earned after September 30, 2018, the SIE is also required.
• FINRA Series 65 or equivalent within a specified period for hires in the listed states, subject to applicable state requirements.
• SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
• Ability to work a schedule that includes most Saturdays.
• Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
• This position is 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 empathetically, and build credibility and trust.
• 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 recognized equivalents, sufficient to qualify for immediate FINRA registration.
• State insurance license(s).

Responsibilities

• Proactively 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 strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
• Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews suited to customers’ life stages and changing financial needs.
• Coordinate warm introductions and set clear expectations with partners in Wealth, Home Lending, and Business Banking; take ownership of converting qualified opportunities into 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.
• Meet and maintain required FINRA licenses and SAFE registration requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed