Senior Premier Banker Downtown Winter Park

Wells Fargo Bank•Winter Park, FL

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role manages and grows a defined book of business, serving as the primary point of contact for affluent customers and customers with complex financial needs. Through scheduled appointments, lobby engagement, and proactive outreach, the banker identifies customer goals and provides comprehensive guidance across deposits, investments, credit, home lending, and business banking, as well as assistance with everyday banking needs. The role focuses on building trusted customer relationships, delivering tailored financial strategies, and coordinating integrated solutions with partners in Wealth, Home Lending, and Business Banking. The banker also supports digital adoption, collaborates with branch colleagues, and exercises sound risk judgment while meeting documentation, policy, and regulatory requirements. The Senior Branch Premier Banker LP role is temporary until the employee completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed upon hire participate in the Branch Network Licensed Banker program.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
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 the required timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) within the specified period for hires in applicable states, subject to state requirements.
SAFE registration 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; required licensing must be obtained and maintained for continued employment.
Meet applicable loan originator and CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and background standards.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
Ability to proactively source, acquire, and deepen customer relationships through outreach and 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.
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 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 integrated solutions with Wealth, Home Lending, and Business Banking partners, including warm introductions and follow-through on qualified opportunities.
Educate customers on 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.
Help customers with everyday banking needs, including opening accounts and handling service requests.