Senior Premier Banker Space Coast FL District

Wells Fargo Bank•Palm Bay, FL

21d

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to grow, deepen, and manage relationships with affluent customers and people 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. The role owns and actively grows a defined book of business, uses goals-based planning and prudent risk oversight, and provides 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 role emphasizes discovery-led advice, long-term customer value, proactive engagement, and collaboration with colleagues in Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; employees then transition 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 active or timely completion of specified FINRA and state insurance licenses, SAFE registration at employment, and compliance with enhanced financial fitness, background, and loan-originator requirements. It is not eligible for visa sponsorship. The schedule includes most Saturdays.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
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 FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; the 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 a listed state where it is required, subject to current state regulations.
Ability to obtain and maintain required FINRA licenses for continued employment and meet SAFE registration requirements at employment.
Meet enhanced financial fitness and criminal background standards; loan originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background.
Represent one's own experience directly during recruiting and hiring; third-party recordings are prohibited unless authorized.
Visa sponsorship is not available for this position.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to proactively source, acquire, and deepen customer relationships through outreach and strong 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.
Clear, confident communication; empathetic listening; and ability to build credibility and trust quickly.
Financial services 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.

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 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 evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking to improve satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Open accounts and handle customer service requests to support everyday banking needs.