Senior Premier Banker - Happy Valley & 22nd

Wells Fargo•Phoenix, AZ

2d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. This 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 leads advice-based discovery, translates customer goals into financial strategies, and owns and grows a defined book of business using goals-based planning and prudent risk oversight. The role delivers integrated solutions across deposits, investments, credit, home lending, and business banking, while also assisting with everyday banking needs such as opening accounts and handling service requests. Success depends on strong relationship skills, proactive customer engagement, and collaboration with internal partners in Wealth, Home Lending, and Business Banking. The role is supported by digital tools, training, and coaching. Employees hired as Senior Branch Premier Banker LP (license pending) remain in a temporary position until they complete licensing requirements and SAFE registration, after which they transition to the Senior Branch Premier Banker (SAFE) role. Unlicensed employees 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 licenses, or recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is additionally required within a specified period in certain listed states.
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.
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 improve team performance and customer impact.
Ability to communicate clearly and confidently, listen empathetically, and quickly 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.
Successful completion of 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 strategic outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and recommend 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 tailored to customers’ life stages and changing needs.
Collaborate with Wealth, Home Lending, and Business Banking partners to coordinate 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 and improve satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and managing complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations to support strong risk and control outcomes.
Meet applicable risk program, policy, compliance, issue escalation, and remediation obligations.