Senior Premier Banker - Bay Forest Branch

Wells Fargo•Annapolis, MD

10d•$34 - $60

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve as a primary financial partner for affluent customers and customers with complex financial needs. The role builds, deepens, and manages customer relationships through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and grows a defined book of business, uses goals-based planning and prudent risk oversight, and delivers solutions across deposits, investments, credit, home lending, and business banking. The position also supports everyday banking needs, including account opening and service requests, and collaborates with partners across Wealth, Home Lending, and Business Banking to provide a differentiated customer experience. The role emphasizes advice-led relationship development, meaningful discovery, comprehensive financial strategies, customer trust, and long-term value. Wells Fargo provides digital tools, training, coaching, and opportunities for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed, after which employees transition to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed will participate in the Branch Network Licensed Banker program. Required licenses and registrations must be obtained and maintained for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. This 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.
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 Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 (or equivalent) is required within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration is required at the time of employment.
Ability to meet enhanced financial fitness and criminal background standards, and applicable loan-originator requirements.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
Ability to proactively source, acquire, and deepen 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.
Clear and confident communication, empathetic listening, and ability to build credibility and trust.
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 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 recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing 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 completion.
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 adhere to policies and regulations.
Meet applicable risk, compliance, financial fitness, and background-screening requirements.
Work a schedule that includes most Saturdays.