Senior Premier Banker West Houston District

Wells Fargo•Houston, TX

2d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) to serve affluent customers and customers with complex financial needs as their primary point of contact for banking products and services. The role manages and grows a defined book of business, using customer discovery and goals-based planning to develop financial strategies and deliver solutions across deposits, investments, credit, home lending, and business banking. The banker also assists with everyday banking needs, including opening accounts and handling service requests, and works with internal partners to provide a seamless customer experience. The position emphasizes proactive relationship development, customer-focused advice, prudent risk oversight, and collaboration with Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, and coaching to support performance and career growth. Employees hired into the temporary Senior Branch Premier Banker LP role must complete licensing requirements and SAFE registration before transitioning to the Senior Branch Premier Banker (SAFE) role. The position is based at one of the listed Houston, Texas branches and 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 recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe; continued employment requires obtaining and maintaining required licenses.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in specified states, Series 65 or an equivalent examination is required within a specified period, subject to state rules and exceptions.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Must meet enhanced financial fitness and criminal background standards; applicable loan originator requirements and screening apply.
Must be authorized to work without visa sponsorship; this position is not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and turning customer goals into actionable recommendations.
Ability to source, acquire, and deepen customer relationships through proactive 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.
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 Series 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.
Conduct discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies.
Serve as the primary financial partner by providing multi-product guidance and ongoing reviews as customer needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, including warm introductions and follow-through on qualified opportunities.
Educate customers about self-service and mobile banking options to support digital adoption.
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 applicable risk programs and fulfill risk and compliance obligations, including monitoring, identification, escalation, and remediation of issues.