Senior Premier Banker | Harbour Pointe Branch

Wells Fargo•Midlothian, VA

12d•$31 - $55•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role builds, 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. The banker meets customers through scheduled appointments, lobby engagement, and proactive outreach, owns and grows a defined book of business, and uses goals-based planning and risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking. The position also supports everyday banking needs, including opening accounts and handling service requests. The role emphasizes discovery-led advice, meaningful customer relationships, proactive engagement, and collaboration with internal partners across Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, and coaching. Employees hired into the Senior Branch Premier Banker LP (license pending) role hold a temporary position until they complete licensing requirements and SAFE registration; they then transition to the Senior Branch Premier Banker (SAFE) role. Unlicensed employees in the LP role participate in the Branch Network Licensed Banker program. The role requires required FINRA qualifications and state insurance licenses to be active or completed within a designated timeframe, and SAFE registration at employment. Continued employment depends on obtaining and maintaining required FINRA licenses. The position is not eligible for visa sponsorship. The posted base pay range is $30.50–$55.00; employees may also be eligible for incentives.

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.
Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is required within a specified period for hires in the states listed in the posting, subject to stated exceptions and current regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards; obtaining and maintaining required FINRA licenses is necessary for continued employment.
Loan originators must meet LO/CFPB requirements and applicable Wells Fargo policies and standards.
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 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 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 new 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 provide tailored banking and credit strategies across deposits, lending, and investments.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customer needs evolve.
Coordinate warm introductions and integrated solutions with partners in Wealth, Home Lending, and Business Banking, set clear 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 and service efficiency.
Advise branch colleagues on relationship development and management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Fulfill applicable risk-program and compliance obligations, monitor and identify risks, and support timely escalation and remediation of issues.