Senior Premier Banker Fulton Street DeNovo

Wells Fargo & Company•New York, NY

2d•$37 - $66

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows and manages relationships with affluent customers and customers with complex financial needs, acting as their primary contact for banking products and services through appointments, lobby engagement, and proactive outreach. The banker uses discovery-based, goals-focused conversations to develop financial strategies and provide integrated solutions across deposits, investments, credit, home lending, and business banking. The position also supports everyday banking needs, including account opening and service requests. The Senior Premier Banker owns and grows a defined book of business, collaborates with Wealth, Home Lending, and Business Banking partners, promotes digital banking, and helps colleagues address complex customer needs. Strong relationship skills, proactive engagement, sound risk oversight, and adherence to policies and regulations are central to the role. The position provides digital tools, training, coaching, and opportunities for career growth. Employees hired into the Senior Branch Premier Banker LP (license pending) role work temporarily in that role until they complete licensing requirements and SAFE registration, after which they transition to Senior Branch Premier Banker (SAFE). The position requires SAFE registration at employment and the required FINRA and state insurance licenses within specified timeframes. A schedule includes most Saturdays. The role 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.
SIE exam required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) required within a specified period for hires in specified states, subject to state requirements.
SAFE registration required at the time of employment.
Ability to meet enhanced financial fitness and criminal background standards and maintain required FINRA licenses 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 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 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 planned appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies.
Serve as a primary financial partner, delivering multi-product guidance and ongoing reviews as customers’ needs change.
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 support digital adoption and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
Support customers with everyday banking needs, including opening accounts and handling service requests.