Senior Premier Banker - Yorktown VA

Wells Fargo•Yorktown, VA

5d•$31 - $55•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. Engagement takes place through scheduled appointments, lobby interactions, and proactive outreach. The banker uses discovery and goals-based planning to turn customer goals into comprehensive financial strategies, manages and grows a defined book of business, and applies prudent risk oversight to provide solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including account openings and service requests, and collaborates with partners across Wealth, Home Lending, and Business Banking. The Senior Branch Premier Banker LP (license pending) is a temporary role until licensing requirements and SAFE registration are successfully completed. Employees then transition to the Senior Branch Premier Banker (SAFE) role. Unlicensed employees hired into the LP role participate in the Branch Network Licensed Banker program. Required FINRA and state insurance licenses must be active or completed within a designated timeframe and maintained for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. The role is subject to enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship. The position may be placed at either the Grafton or Kiln Creek branch in Yorktown, Virginia, subject to availability. The stated base pay range is $30.50–$55.00; employees may also be eligible for incentive opportunities. Eligible employees receive benefits including health benefits, a 401(k) plan, paid time off, disability benefits, life and other insurance, parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.

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.
FINRA Series 6 and Series 63 exams, or FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
SIE exam if FINRA qualification exams were earned after September 30, 2018.
FINRA Series 65 or equivalent within a specified period for hires in the listed states, including Virginia, subject to applicable requirements.
SAFE registration at the time of employment.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into 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 industry experience in consumer banking, home lending, business banking, or investments.
At least 3 years of experience in a licensed financial services position.
Completed FINRA Series 6 and Series 63 exams, or FINRA-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-driven 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, providing comprehensive multi-product guidance and ongoing reviews based on customers’ life stages and evolving financial needs.
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 options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and managing complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
Work a schedule that includes most Saturdays.
Obtain and maintain required FINRA licenses, state insurance licenses, and SAFE registration as applicable.