Senior Premier Banker Katy District

Wells Fargo•Katy, TX

5d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and people 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, using goals-based planning and prudent risk oversight to deliver 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 position provides digital tools, training, and coaching, and offers a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. Required licenses and registrations must be active or completed within designated timeframes. Continued employment requires obtaining and maintaining required FINRA licenses. 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 and is not eligible for visa sponsorship. The position is based at one of the listed Katy, Texas locations and includes a schedule that will include most Saturdays.

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
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 license(s), active or completed within a designated timeframe.
For relevant FINRA qualifications earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in specified states, FINRA Series 65 (or equivalent) is required within a specified period, subject to state rules.
SAFE registration is 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 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 strengthen team performance and customer impact.
Clear, confident communication, empathetic listening, and the ability to build credibility and trust.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
3+ years of experience in a licensed financial services position.
FINRA Series 6 and 63 (or recognized equivalents) completed in a manner 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.
Conduct discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews for customers’ changing needs.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of converting qualified opportunities into completed outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption.
Advise branch colleagues on relationship development and management of complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues in a timely manner, and comply with policies and regulations.
Meet applicable risk, compliance, financial fitness, background screening, licensing, and registration requirements.