Seeking a Senior Branch Premier Banker (SAFE) role focused on building and managing relationships with affluent clients and those with complex financial needs.
Responsibilities include proactive customer acquisition, deepening existing relationships through tailored advice, and delivering multi-product solutions across deposits, investments, credit, and lending.
The role involves guiding clients through financial strategies, collaborating with internal teams, promoting digital banking, and ensuring compliance with risk and regulatory standards.
Qualifications include 4+ years of customer service, 3+ years of relationship management, and relevant financial industry experience. Licensing (Series 6, 63, and Insurance licenses) and FINRA registration are required, with ongoing training provided.
It requires working most Saturdays, maintaining necessary licenses, and meeting background standards. This position offers opportunities for career growth within a supportive, innovative environment.
We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.