Senior Premier Banker Mount Dora

Wells Fargo•Mount Dora, FL

1d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and customers with more complex financial needs, acting as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker uses discovery-led, goals-based planning to develop financial strategies and owns and actively grows a defined book of business, applying prudent risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking. The role also assists with everyday banking needs, including opening accounts and handling service requests, while helping customers manage their banking confidently. The Senior Premier Banker collaborates with internal partners in Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. The role is supported by digital tools, training, and coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed, 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.

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.
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.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 (or equivalent) is required within a specified period in certain listed states, subject to applicable state regulations.
SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.

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 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 impact.
Ability to communicate clearly and confidently, listen with empathy, and 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.
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

Proactively acquire new affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned customer appointments.
Lead discovery-driven conversations to understand customer goals and deliver 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 by providing comprehensive, multi-product guidance and ongoing reviews for customers’ changing needs and life stages.
Coordinate with professionals in Wealth, Home Lending, and Business Banking to provide integrated solutions, make warm introductions, set clear expectations, and take ownership of converting qualified opportunities into closed outcomes.
Encourage digital adoption by educating customers about self-service and mobile banking options.
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.
Support applicable risk programs and compliance obligations, including proactive monitoring, risk identification, escalation, remediation, and sound risk decisions.