Senior Premier Banker Gulf Point

Wells Fargo•Fort Myers, FL

3d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve affluent customers and customers with complex financial needs as their primary point of contact for banking products and services. The role focuses on acquiring and deepening customer relationships through meaningful discovery, advice, scheduled appointments, lobby engagement, and proactive outreach. The banker manages and grows a defined book of business, uses goals-based planning and prudent risk oversight, and delivers integrated solutions spanning 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. The role is supported by digital tools, training, and ongoing coaching. Employees hired as Senior Branch Premier Banker LP (license pending) hold a temporary role while completing licensing requirements and SAFE registration. Upon successful completion, they transition to Senior Branch Premier Banker (SAFE) and participate in the Branch Network Licensed Banker program while not fully licensed. The position is located at 15569 McGregor Blvd, Fort Myers, Florida. The work schedule includes most Saturdays. The role is not eligible for visa sponsorship. Continued employment requires obtaining and maintaining required FINRA licenses, and the position requires SAFE registration. Enhanced financial fitness and criminal background standards apply; loan originators must also meet applicable LO/CFPB requirements and Wells Fargo policies.

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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 licenses, or FINRA-recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 or equivalent is also required within a specified period, subject to applicable state requirements. Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Must obtain and maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.
This position is not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Demonstrated 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 consistently 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 quickly 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.
Successfully completed 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 strategic outreach, referrals, and planned appointments.
Lead discovery-based 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 by providing comprehensive, multi-product guidance and ongoing reviews that reflect customers’ life stages and changing needs.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and personally follow qualified opportunities through to 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 complex customer needs as an active member of the branch team.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support risk and control outcomes.
Meet applicable risk-program and compliance obligations, monitor and escalate risks, and remediate issues as required.