Senior Premier Banker-Armonk, NY

Wells Fargo•Tarrytown, NY

3d•$37 - $66

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve affluent customers and customers with complex financial needs as their primary banking contact. The role grows and manages customer relationships through scheduled appointments, lobby engagement, and proactive outreach. It involves owning and actively growing 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 banker also assists with everyday banking needs, including opening accounts and handling service requests, and collaborates with Wealth, Home Lending, and Business Banking partners to deliver a seamless customer experience. The position is supported by digital tools, industry training, and ongoing coaching. 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.

Requirements

At least 4 years of customer service experience, or equivalent 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 must be active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) examination is required within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
Required FINRA licenses must be obtained and maintained for continued employment; the role also requires SAFE registration and compliance with applicable loan-originator requirements.
Ability to meet enhanced financial fitness and criminal background standards.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to proactively source, acquire, and deepen customer 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 improve team performance and customer impact.
Clear and 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.
At least 3 years of experience in a licensed financial services position.
Completed 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 conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners, set expectations, and take ownership of qualified opportunities through completion.
Educate customers about 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 follow applicable policies and regulations.
Assist customers with everyday banking needs, including opening accounts and handling service requests.