Senior Premier Banker Grand Strand District South Carolina

Wells Fargo & Company•Florence, SC
•Onsite

About The Position

Wells Fargo is hiring 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. The banker uses scheduled appointments, lobby engagement, proactive outreach, goals-based planning, and prudent 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, and works with internal partners to provide a seamless customer experience. The role is intended for growth-oriented professionals who lead with advice, discover customer goals, and translate them into comprehensive financial strategies. The banker owns and actively grows a defined book of business, provides ongoing reviews, encourages digital banking adoption, and collaborates with colleagues across Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration. Upon successful completion, the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees in the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. The position is not eligible for visa sponsorship.

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 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; for FINRA qualification exams earned after September 30, 2018, the SIE exam is also required.
  • For hires in South Carolina and the other specified states, FINRA Series 65 (or equivalent) is required within a specified period.
  • SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
  • Must meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
  • Obtaining and maintaining required FINRA licenses is necessary for continued employment.

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.
  • 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 strategic outreach, referrals, and planned appointments.
  • Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
  • Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customers’ needs evolve.
  • Coordinate with Wealth, Home Lending, and Business Banking partners, making warm introductions, setting expectations, and taking ownership of qualified opportunities through completion.
  • Educate customers on self-service and mobile banking options to support digital adoption, 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 comply with policies and regulations.
  • Support everyday banking needs, including opening accounts and handling service requests.
  • Meet applicable risk, compliance, FINRA licensing, insurance licensing, and SAFE registration requirements.

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to support work-life balance and well-being
  • Digital tools, industry-leading training, and ongoing coaching
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