Senior Premier Banker, Stonehenge

Wells Fargo•Raleigh, NC

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 point of 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 offer integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, such as opening accounts and handling service requests, and collaborates with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. The position is designed for growth-oriented professionals who lead with advice, discover customer goals, and translate them into comprehensive financial strategies. Wells Fargo provides digital tools, industry-leading training, and ongoing coaching to support customer relationships and career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration. Upon successful completion, the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees hired into the license-pending 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 demonstrated through work 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.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within the designated timeframe; SIE is also required for applicable qualification exams earned after September 30, 2018.
In specified states, FINRA Series 65 (or equivalent) is also required within a specified period, subject to state requirements.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Required FINRA licenses must be obtained and maintained for continued employment.
Must meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and applicable Wells Fargo policies.
Ability to work a schedule that includes most Saturdays.
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 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 strengthen team performance and customer impact.
Ability to communicate clearly and confidently, listen with empathy, and 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.
Successful completion of FINRA Series 6 and 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire new affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned customer appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customer needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, 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 satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and management of complex client needs.
Maintain accurate documentation, use sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Meet required licensing and SAFE registration requirements and maintain required FINRA licenses for continued employment.