Senior Branch Premier Banker Capital PA District

About the role

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. You will own and actively grow a defined book of business, leveraging goals-based planning and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs—opening accounts, handling service requests, and ensuring a seamless experience. Success is driven by strong relationship acumen, proactive customer engagement, and collaboration with internal partners across Wealth, Home Lending, and Business Banking.

The Senior Branch Premier Banker LP (license pending) role is a temporary position until the employee has successfully completed licensing requirements and SAFE registration. Upon completion, employees transition to the Senior Branch Premier Banker (SAFE) role. Unlicensed hires will participate in the Branch Network Licensed Banker program.

Responsibilities

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned 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 professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions and converting opportunities into closed outcomes.
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction and service efficiency.
• Advise branch colleagues on relationship development and management of complex client needs.
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations.

Requirements

• 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
• 3+ years of experience building and maintaining effective relationships with customers and partners.
• 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(s) must be active or completed within a designated timeframe. For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 (or equivalent) is also required within a specified period (Wyoming allows referral-only licensed bankers to receive IAR registration without completing Series 65/66).
• SAFE registration required at the time of employment; 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.

Qualifications

• Experience recommending financial products and translating customer goals into clear, actionable recommendations.
• Demonstrated ability to proactively source, acquire, and deepen relationships through outreach and strong internal partnerships.
• Proven experience managing a book of business, documenting planning conversations, and driving 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, listen with empathy, and build credibility and trust quickly.
• Financial services industry experience in consumer, home lending, business banking, or investments.
• 3+ years of experience in a licensed financial services position.
• Successfully completed FINRA Series 6 and 63 exams (or recognized equivalents) sufficient for immediate FINRA registration.

Benefits

Wells Fargo offers robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. Employees are rewarded for community investment, celebrated for authenticity, and empowered to grow. Wells Fargo ranked in the top five on the 2026 LinkedIn Top Companies list for career growth in the U.S.