Senior Premier Banker Lighthouse Point

Wells Fargo Bank•Lighthouse Point, FL

1d•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 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 delivers 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. The banker leads advice-driven conversations, identifies customer goals, and provides ongoing, comprehensive guidance as needs change. Success depends on relationship-building, proactive engagement, sound risk practices, and close collaboration with Wealth, Home Lending, and Business Banking partners. The role includes promoting digital banking, supporting branch colleagues with complex client needs, and documenting and escalating issues appropriately. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration. Employees who are not fully licensed participate in the Branch Network Licensed Banker program. Required FINRA and state insurance licenses must be active or completed within a designated timeframe and maintained for continued employment. SAFE registration is required at employment; Wells Fargo initiates the process after the start date. The role also requires enhanced financial fitness and criminal background standards. A credit report may be reviewed, and additional ongoing screening may apply. 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63, or FINRA-recognized equivalents, and state insurance licenses; licenses must be 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 in listed states, subject to state regulations; Wyoming permits referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
This position is not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through consistently to drive retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to strengthen team performance and customer impact.
Ability to communicate clearly and confidently, listen with empathy, and 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 FINRA-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 provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customers’ life stages and financial needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Promote digital adoption by educating customers about self-service and mobile banking options.
Advise branch colleagues on relationship development and management of complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Support everyday banking needs, including opening accounts and handling service requests.