Premier Banker Crossroads

About the role

The Senior Branch Premier Banker (SAFE) role at Wells Fargo is designed for growth-oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. This role involves acquiring new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments. The incumbent serves as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs. They also partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes.

Responsibilities

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
• Lead discovery-driven conversations to understand customer goals and deliver 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 delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Requirements

• 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of experience building and maintaining effective relationships with customers and partners
• 3+ years of experience recommending products and services

Desired Qualifications

• Experience recommending financial products and translating customer goals into clear, actionable recommendations
• Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience
• Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
• Experience coaching or supporting peers to strengthen team performance and customer impact
• Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
• Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
• 3+ years of experience in a licensed financial services position

Job Expectations

• Ability to work a schedule that will include most Saturdays

Requirements

• Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and 63 (or FINRA recognized equivalents), and State Insurance license(s)
• Meeting enhanced financial fitness and criminal background standards
• This position is not eligible for Visa sponsorship
• SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date
• Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply

Posting Location

19704 Northwest Freeway, Houston, TX 77065