Private Banker I

Senior Branch Premier Banker (SAFE)

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. This role 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. 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 making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience.

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
• 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
• 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
• Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
• Ability to work a schedule that will include most Saturdays

Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This role also requires meeting enhanced financial fitness and criminal background standards. 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.

Disability benefits

• Life insurance, critical illness insurance, and accident insurance
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement