Senior Premier Banker, Thruway Branch

Wells Fargo•Winston-Salem, NC

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 leads advice-oriented discovery conversations, owns and grows a defined book of business, uses goals-based planning and prudent risk oversight, and delivers integrated solutions across deposits, investments, credit, home lending, and business banking. The role also assists with everyday banking needs, including opening accounts and handling service requests, and collaborates with partners across Wealth, Home Lending, and Business Banking. The position is designed for experienced professionals who build trust, manage customer portfolios, and provide holistic, multi-product solutions. Wells Fargo provides digital tools, industry-leading training, and ongoing coaching. Employees hired into the Senior Branch Premier Banker LP (license pending) role remain in a 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 at hire.

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 the designated timeframe.
Securities Industry Essentials (SIE) exam if FINRA qualification exams were earned after September 30, 2018.
SAFE registration is required 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 and applicable loan originator requirements.
For hires in specified states, FINRA Series 65 (or equivalent) is required within a specified period; Wyoming referral-only licensed bankers may receive IAR registration without Series 65/66.
This position is 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 to improve team performance and customer impact.
Clear, 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 affluent consumer and business customers and deepen existing relationships through outreach, referrals, and pre-planned appointments.
Lead discovery conversations to understand customer goals and recommend tailored banking and credit strategies across deposits, lending, and investments.
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 completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve service efficiency.
Advise branch colleagues on relationship development and managing complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
Open accounts and handle customer service requests to support everyday banking needs.