Senior Premier Banker Lower Manhattan

Wells Fargo Bank•New York, NY

4d•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 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. Success depends on relationship-building, proactive engagement, and collaboration with Wealth, Home Lending, and Business Banking partners. The banker uses discovery-led conversations to understand customer goals, offers comprehensive financial guidance and ongoing reviews, and helps customers make informed decisions. The role also promotes digital banking adoption, supports branch colleagues with complex client needs, and maintains accurate documentation and strong risk and compliance controls. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Senior Branch Premier Banker (SAFE) role upon successful completion. Required FINRA and state insurance licenses must be active or completed within designated timeframes and maintained for continued employment. SAFE registration is required at employment; Wells Fargo initiates the process after the start date. The position 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.
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.
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 listed states, subject to state regulatory requirements.
SAFE registration is required at the time of employment.
Ability to meet enhanced financial fitness and criminal background standards.
Required FINRA licenses must be obtained and maintained 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 internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through to support 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 the 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.
Completion of FINRA Series 6 and 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

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 comprehensive multi-product guidance and ongoing reviews as customers' needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and follow through on qualified opportunities.
Educate customers about 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 follow policies and regulations.
Support customers' everyday banking needs, including opening accounts and handling service requests.