Senior Premier Banker Tri County South District

Wells Fargo • Austin, TX

3d • 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 through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and actively grows a defined book of business, uses goals-based planning and prudent risk oversight, and provides integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests.

The position emphasizes advice-led relationship growth, meaningful customer discovery, proactive engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. The banker is supported by digital tools, training, and ongoing coaching. Employees hired into the Senior Branch Premier Banker LP (license pending) role remain in that temporary role until they complete licensing requirements and SAFE registration, after which they transition to the Senior Branch Premier Banker (SAFE) role and participate in the Branch Network Licensed Banker program if not fully licensed.

The role requires FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and SAFE registration. Additional Series 65 requirements apply in specified states. Most Saturdays are included in the work schedule. The role is not eligible for visa sponsorship.

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 (or FINRA-recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe; the SIE is also required for FINRA qualifications earned after September 30, 2018.
• SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
• Series 65 (or equivalent) is required within a specified period in certain listed states, subject to state requirements.
• Ability to work a schedule that includes most Saturdays.
• Must meet enhanced financial fitness and criminal background standards and maintain required FINRA licenses for continued employment.
• 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 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.
• FINRA Series 6 and Series 63 exams (or recognized equivalents) completed and 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, providing comprehensive multi-product guidance and ongoing reviews as customers’ needs evolve.
• Collaborate with Wealth, Home Lending, and Business Banking partners, coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into closed outcomes.
• 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 applicable policies and regulations.
• Support customers’ everyday banking needs, including opening accounts and handling service requests.
• Meet risk, compliance, financial fitness, background-screening, and licensing requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed