Jobs · Finance · Texas

Senior Premier Banker Leander, DeNovo

Wells Fargo · Georgetown, TX · 1 mo ago
FinanceFull-time

About the Role

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within the National Branch Network. The role grows, deepens, and manages relationships with affluent customers and those with complex financial needs, serving as the primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The incumbent will own and actively grow a defined book of business, leveraging goal‑based planning and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. The position offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi‑product solutions.

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, 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.
  • Act 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.

Required Qualifications

  • 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.

Desired 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 partnership.
  • Proven experience managing a book‑of‑business, documenting planning conversations, and consistently following through to drive retention and growth across deposits, lending, and investments.
  • Experience coaching or supporting peers to strengthen team performance and customer impact.
  • Strong communication skills, empathy, and the ability to quickly build credibility and trust.
  • Financial services industry experience in consumer, home lending, business banking, or investments.
  • 3+ years in a licensed financial services position.
  • Successful completion of FINRA Series 6 and 63 exams (or FINRA‑recognized equivalents) sufficient for immediate FINRA registration.
  • State insurance license(s) as required.

Job Expectations

  • Ability to work a schedule that includes most Saturdays.
  • FINRA Series 6 and Series 63 (or equivalents) and state insurance license(s) must be active or completed within a designated timeframe.
  • For FINRA exams earned after Sept. 30 2018, the Securities Industry Essentials (SIE) exam is also required.
  • In certain states (AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, WY), FINRA Series 65 (or equivalent) is required within a specified period.
  • Obtaining and maintaining required FINRA licenses is necessary for continued employment.
  • Compliance with enhanced financial fitness and criminal background standards; credit report may be reviewed.
  • SAFE registration is required at the time of employment; the process will be initiated after the start date.
  • Loan Originators must meet LO/CFPB requirements and adhere to Wells Fargo policies on financial responsibility, character, fitness, and criminal background.
  • This position is not eligible for Visa sponsorship.

Location

19390 Ronald Reagan Blvd, Georgetown, TX 78628

Posting Details

Posting End Date: 4 Oct 2026. The posting may be removed early due to volume of applicants.

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