Location

Arlington, Virginia

About Wells Fargo

Wells Fargo stands as a global financial services leader, driving innovation while supporting communities and helping customers achieve success. A meaningful career here means more than just a job; it includes comprehensive benefits, competitive compensation, and programs designed to promote work-life balance and personal well-being. The company values authenticity and community involvement and is recognized for its commitment to growth. Wells Fargo was ranked among the top three on the 2025 LinkedIn Top Companies list for career growth in the United States.

Role overview

Wells Fargo is looking for a Senior Branch Premier Banker (SAFE) within Consumer Banking and Lending, part of Branch Banking. After completing the necessary licensing and SAFE registration, the position will transition to the Senior Branch Premier Banker (SAFE) role. The profile below provides a general view of responsibilities; actual duties may vary by branch and by individual, based on experience, client mix, services offered, and client needs.

In this role you will:

Actively pursue new affluent consumer and small business clients while deepening existing relationships through outreach and scheduled appointments
Review and resolve moderately complex customer concerns by applying discretionary resolution protocols
Escalate banking issues or business risks that require thorough evaluation
Advise customers on suitable financial options and available services
Maintain extensive knowledge of Wells Fargo banking, credit, and investment solutions
Identify client needs and goals for business, mortgage, retirement, and investment services, partnering with Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to address those needs while considering the client’s overall financial situation
Understand and manage risk by following policies, procedures, controls, and compliance with applicable laws and regulations
Collect information from customers regarding income, assets, investments, and credit; analyze data to develop customized plans highlighting Wells Fargo options
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, retain relationships, and help customers succeed financially
Exercise independent judgment in managing client relationships through regular meetings to review financial condition and goals, offering advice on banking services and options as circumstances change
Be an active member of the branch team, guiding other staff on developing relationships and addressing moderately complex to complex client needs

Note: This SAFE position involves customer contact and duties that may include offering or negotiating terms and/or accepting applications for dwelling secured transactions. Compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations is required. Ongoing employment depends on meeting these requirements, including satisfactory background checks. Individuals in SAFE roles must also meet Loan Origination requirements under Regulation Z as outlined in the job expectations below. Employees who are not fully licensed at hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE), a temporary placement until licensing is completed. Upon successful licensing, they will transition to the Senior Branch Premier Banker (SAFE) role.

Required qualifications

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military service, 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 in the financial services industry across corporate, consumer, mortgage, investments, brokerage, or private banking
History of recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services position
Customer service focus with experience handling complex transactions across multiple systems
Proactive ability to source, acquire, build, and maintain relationships with customers and colleagues
Excellent verbal, written, and interpersonal communication skills
Knowledge of book of business processes to actively manage Wells Fargo customers and grow the business
Understanding of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate customers and connect them to technology and self-service digital banking options
Experience applying business acumen to provide financial services consulting for small business customers
Knowledge of consumer lending products
Professional integrity and strong interpersonal conduct with customers and colleagues
High motivation to meet team objectives while maintaining individual performance
Experience mentoring and peer coaching others

Job expectations

Ability to work a schedule that may include most Saturdays
Adherence to Wells Fargo sales practices and risk management culture
Current FINRA Series 6 and Series 63 registrations (or equivalents) required, or must be completed within a specified period
For certain states, FINRA Series 65 (or equivalent) required within a specified period; states include 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 Series 65/66; state list subject to change
State Insurance licenses are required and must be completed within a specified period
Licensing requirements and completion timelines will be communicated upon offer acceptance
Obtaining and maintaining the appropriate FINRA licenses is required for ongoing employment in this role
Additional details regarding licensing and regulatory requirements will be provided as part of the offer process

Senior Premier Banker Arlington, VA

Job Description