Senior Premier Banker

Senior Branch Premier Banker (SAFE)Are you looking for more? Find it here. 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 that a meaningful career is much more than just a job it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find 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. And we're recognized for it Wells Fargo once again ranked in the top three making us the #1 financial services employer on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join usWells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.In this role you will:Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointmentsReview and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocolsEscalate banking related issues or business risks that require an in-depth evaluationAdvise customers on various aspects of recommended and available financial options and servicesMaintain deep knowledge and understanding of Wells Fargos banking, credit and investment financial solutions and servicesIdentify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goalsUnderstand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulationsCollect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargos banking options and services that will best meet customers financial needs and goalsBuild relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financiallyExercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstancesBe an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needsThis SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.Required Qualifications:4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education3+ years of experience building and maintaining effective relationships with customers and partners3+ years of experience recommending products and servicesDesired Qualifications:Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private bankingExperience recommending financial services products and servicesSuccessfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registrationState Insurance license(s)3+ years of experience in a licensed financial services positionCustomer service focus with experience handling complex transactions across multiple systemsProficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleaguesExcellent verbal, written, and interpersonal communication skillsKnowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the businessKnowledge and understanding of Branch Banking compliance controls, risk management, and loss preventionAbility to follow policies, procedures, and regulationsAbility to educate and connect customers to technology and share the value of self-service digital banking optionsExperience using strong business acumen to provide financial services consultation to small business customersKnowledge and understanding of financial services consumer lending productsAbility to interact with integrity and professionalism with customers and employeesHigh motivation with ability to successfully meet team objectives while maintaining individual performanceExperience mentoring and peer-coaching othersJob Expectations:Ability to work a schedule that may include most SaturdaysAdherence to Wells Fargo sales practices risk management cultureCurrent registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be requiredFor the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed 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. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employmentState Insurance license(s) are required for this role and must be completed within a specified periodLicensing requirements and expected completion timeline determined by the number of licenses needed will be communicated to the candidate upon offer acceptanceObtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website provides the MU4R questions and registration required for employment in this positionBranch locations within this District: 1501 Chestnut St., Philadelphia, PA 19102 3550 Market St, 1st Fl, Philadelphia, PA 19104 2227 S Broad St., Philadelphia, PA 19148 2005 Market St., Philadelphia, PA 19103 1148 Frankford Ave Unit #2, Philadelphia PA 19123 601 Chestnut St., Philadelphia, PA 19106 123 S Broad St, Philadelphia, PA 19109 1700 Market St, Philadelphia, PA 19103 2710 S 3rd St., Philadelphia, PA 19148 2401 Pennsylvania Ave., Philadelphia, PA 19130 340 S 2nd St. Suite 350, Philadelphia, PA 19106 1634 Walnut Street, Philadelphia, PA 19103 1400 E Passyunk Ave, Philadelphia, PA 19147 Due to timing and resource needs, positions may not be available