Senior Premier Banker- Woodbridge Area

Wells Fargo•Woodbridge, VA

1d•$38 - $66•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role builds, deepens, and manages relationships with affluent customers and customers with complex financial needs, serving as their primary banking contact through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and grows a defined book of business, uses goals-based planning and prudent risk oversight, and delivers 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. The position focuses on advice-led customer discovery, long-term relationship growth, and collaboration with partners in Wealth, Home Lending, and Business Banking. The successful candidate helps customers make informed financial decisions, promotes digital banking, and contributes to branch team effectiveness. Wells Fargo provides digital tools, training, coaching, and 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 successful completion, 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 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 license must be active or completed within a designated timeframe.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
For hires in specified states, FINRA Series 65 (or equivalent) is required within a specified period; requirements may change with state regulations.
SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date.
Must obtain and maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
Loan originators must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
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 support retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to strengthen 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.
Successfully completed FINRA Series 6 and 63 exams, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
State Insurance license.

Responsibilities

Proactively acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews.
Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions and convert qualified opportunities.
Educate customers about self-service and mobile banking options to encourage 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 risk and compliance programs, identify and escalate risks, and make decisions consistent with applicable requirements.