Senior Premier Banker North Dallas Suburban

Wells Fargo Bank•Flower Mound, TX

1d•Onsite

About The Position

Wells Fargo is hiring 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 manages and grows a defined book of business through scheduled appointments, lobby engagement, proactive outreach, goals-based planning, and ongoing relationship reviews. It provides comprehensive guidance and tailored strategies across deposits, investments, credit, home lending, and business banking, as well as assistance with everyday banking needs such as opening accounts and handling service requests. The banker collaborates with Wealth, Home Lending, and Business Banking partners to coordinate integrated solutions and deliver a strong customer experience. The role also promotes digital banking adoption, supports colleagues with relationship development and complex client needs, and upholds risk and compliance standards through sound judgment, accurate documentation, and timely escalation. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed, after which employees transition to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program. Required FINRA and state insurance licenses must be obtained and maintained within the applicable timeframe. The position requires SAFE registration, enhanced financial fitness and criminal background standards, and is not eligible for visa sponsorship.

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; the SIE 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 listed states, including Texas, subject to applicable requirements.
Ability to obtain and maintain required FINRA licenses and SAFE registration.
Must meet enhanced financial fitness and criminal background standards; applicable loan originator requirements and Wells Fargo policies also apply.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to source, acquire, and deepen relationships through proactive 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 and 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.
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 comprehensive, multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption.
Support branch colleagues with relationship development and complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues in a timely manner, and follow applicable policies and regulations.
Assist customers with everyday banking needs, including opening accounts and handling service requests.