Senior Premier Banker - Memphis, TN

Wells Fargo•Memphis, TN

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) within its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and customers with complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker uses advice-led discovery to understand customer goals, develops comprehensive financial strategies, and manages a defined book of business with prudent risk oversight. Solutions may span deposits, investments, credit, home lending, and business banking, as well as everyday banking services such as opening accounts and handling service requests. The role collaborates with Wealth, Home Lending, and Business Banking partners to provide integrated solutions and a differentiated customer experience. Wells Fargo provides digital tools, industry-leading training, and ongoing coaching. Employees hired into the temporary Senior Branch Premier Banker LP (license pending) role participate in the Branch Network Licensed Banker program until they complete licensing requirements and SAFE registration, after which they transition to Senior Branch Premier Banker (SAFE).

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 obtain and maintain required FINRA licenses and state insurance licenses within the designated timeframe; required credentials include FINRA Series 6 and Series 63 (or recognized equivalents), and the SIE for relevant qualification exams earned after September 30, 2018.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Ability to work a schedule that includes most Saturdays.
This position is not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to source, acquire, and deepen customer relationships through proactive outreach and strong 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 improve team performance and customer impact.
Clear and confident communication, empathetic listening, and the ability to build credibility and trust quickly.
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.
FINRA Series 6 and 63 exams (or recognized equivalents) completed sufficiently to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire 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 across deposits, lending, and investments.
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, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve service efficiency.
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 with everyday banking needs, including opening accounts and handling service requests.