Senior Premier Banker Blake Park

Wells Fargo Bank•Bradenton, FL

2d•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 complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The position focuses on advice-led relationship building, meaningful discovery, and translating customer goals into comprehensive financial strategies. The banker owns and actively grows a defined book of business, using goals-based planning and prudent risk oversight to deliver solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests, and collaborates with partners across Wealth, Home Lending, and Business Banking to provide a differentiated customer experience. Wells Fargo provides digital tools, training, and ongoing coaching to support performance and career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Senior Branch Premier Banker (SAFE) role after completing the requirements. The role requires FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and, in specified states, Series 65 or an equivalent examination within a designated period. For FINRA qualification exams earned after September 30, 2018, the SIE exam is also required. Required licenses must be maintained for continued employment. The position also requires enhanced financial fitness and criminal background standards, SAFE registration, and compliance with applicable Loan Originator/CFPB requirements. This position is not eligible for visa sponsorship.

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.
Series 6 and Series 63 FINRA licenses or recognized equivalents, and state insurance license(s), active or completed within a designated timeframe; required licenses must be maintained.
SIE exam is required for FINRA qualification exams earned after September 30, 2018.
Series 65 or equivalent examination 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.
Meet enhanced financial fitness and criminal background standards and applicable Loan Originator/CFPB 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.
Clear, confident communication; empathetic listening; and the 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 recognized equivalents sufficient 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.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews based on customers’ life stages and changing financial needs.
Own and grow a defined book of business, supporting retention and balanced growth across deposits, lending, and investments.
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.
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.
Support everyday banking needs, including opening accounts and handling service requests.