Senior Premier Banker Coral Gables FL

Wells Fargo Bank • Coral Gables, FL

1d • Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role focuses on growing, deepening, and managing relationships with affluent customers and customers with complex financial needs, serving as their primary point of contact for banking products and services through appointments, lobby engagement, and proactive outreach. The banker 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. The role also supports everyday banking needs, including opening accounts and handling service requests.

Success depends on relationship-building, proactive customer engagement, and collaboration with colleagues in Wealth, Home Lending, and Business Banking. The position is supported by digital tools, training, and coaching and offers a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program.

The role is based at the Coral Gables Branch at 2555 Ponce De Leon Blvd, Suite 100, Coral Gables, Florida. The schedule will include most Saturdays. Required FINRA licenses and state insurance licenses must be active or completed within a designated timeframe, and SAFE registration is required at the time of employment. Continued employment requires obtaining and maintaining required FINRA licenses. The role also requires meeting enhanced financial fitness and criminal background standards; it is not eligible for visa sponsorship.

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 FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
• SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
• SAFE registration is required at the time of employment.
• Ability to work a schedule that includes most Saturdays.
• Ability to meet enhanced financial fitness and criminal background standards.
• Must obtain and maintain required FINRA licenses for continued employment.
• 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 customer relationships through 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 to strengthen team performance and customer impact.
• Clear, confident communication; empathetic listening; and ability to 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.
• FINRA Series 6 and 63 exams (or FINRA-recognized equivalents) completed sufficiently to qualify for immediate FINRA registration.
• State insurance license(s).
• FINRA Series 65 (or equivalent) within a specified period for hires in listed states, subject to applicable state requirements.

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 customer needs evolve.
• Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of converting qualified opportunities into outcomes.
• Educate customers about self-service and mobile banking options to encourage digital adoption and improve customer experience and service efficiency.
• Advise branch colleagues on relationship development and complex client needs.
• Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
• Support customers' everyday banking needs, including opening accounts and handling service requests.

What This Job Offers

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