Senior Premier Banker Katy District

At Wells Fargo, we're more than a financial services leader—we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe a meaningful career offers elements to help you thrive, both in and out of work. Living the Well Life means robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow.

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. You’ll also assist customers with everyday banking needs, such as opening accounts and handling service requests, ensuring a seamless experience.

Success in this role is driven by strong relationship acumen, proactive customer engagement, and collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. You’ll be supported with digital tools, industry-leading training, ongoing coaching, and the backing of one of the most recognized brands in banking. This role offers a clear platform for career growth for professionals who excel at building trust, managing a portfolio, and delivering holistic, multi-product solutions.

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 will 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 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 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 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.

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 and confidently, 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 FINRA-recognized equivalents) sufficient for immediate FINRA registration.
• State Insurance license(s).

Job Expectations

• Ability to work a schedule that includes most Saturdays.
• FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and State Insurance license(s) must be active or completed within a designated timeframe. For exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
• For the following states, FINRA Series 65 (or equivalent) will also be required within a specified period: 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. Wyoming allows referral-only licensed bankers to receive IAR registration without completing the Series 65/66 exam.
• Obtaining and maintaining required FINRA licenses is necessary for continued employment. Wells Fargo will begin the FINRA review process once an offer is accepted.
• SAFE registration is required at the time of employment and will be initiated by Wells Fargo 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.

This position is not eligible for Visa sponsorship.

Posting locations: 5622 Third Street, Katy, TX 77493 and 1470 West Grand Parkway South, Katy, TX 77494.