Jobs · Finance · Colorado

Senior Premier Banker - Colorado

Wells Fargo · Denver, CO · 1 mo ago
Finance$30.5–$60/hrOther
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must remove boilerplate. Must preserve all substantive info. We need to parse the posting. Key sections: - "Why Wells Fargo" is introductory fluff; maybe we can include as part of About the role? But we need to follow headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to decide what content goes where. The posting includes: - About this role: description of role, purpose, etc. That's About the role. - "In this role you will:" list of duties -> Responsibilities. - Required Qualifications: list -> Requirements? Or maybe Requirements and Qualifications separate. The instruction says use headings for Requirements, Qualifications, Skills. We need to differentiate. Typically Required Qualifications are requirements; Desired Qualifications are qualifications; maybe Skills are separate. But we can map: Required Qualifications -> Requirements heading. Desired Qualifications -> Qualifications heading. Skills maybe not explicitly listed; we could omit Skills if no specific content. However there is mention of "Skills" maybe not. Could combine. - Benefits: list of benefits. - Pay: "$30.50 - $60.00" plus note about incentive opportunities. - Schedule: "Ability to work a schedule that will include most Saturdays". Also maybe mention of schedule? That's it. We also have "Job Expectations: Ability to work a schedule that will include most Saturdays". Also licensing requirements etc. Those could go under Requirements or Qualifications? Licensing is a requirement. Could be part of Requirements. We need to preserve all substantive info, not invent. We must not include boilerplate like EEO, legal, etc. Also remove "Posting End Date", "Reference Number", etc. We must not include duplicated lines. We must not include "Why Wells Fargo" maybe as part of About the role? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should include those headings only if we have content. We need to output only HTML fragment, no /, no markdown fences. Let's craft:

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. 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. Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You’ll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions.

Then Responsibilities:

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 a team of 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
Then Requirements (Required Qualifications):

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
  • Ability to work a schedule that will include most Saturdays
  • Must obtain and maintain required FINRA licenses (Series 6 and 63, or recognized equivalents) and State Insurance license(s); for FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required
  • For hires in 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, and WY, FINRA Series 65 (or equivalent) examination will also be required within a specified period; Wyoming allows referral‑only licensed bankers to receive IAR registration without the Series 65/66
  • Must meet enhanced financial fitness and criminal background standards; Wells Fargo will begin the FINRA review process once an offer is accepted; SAFE registration required at time of employment
  • 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
Then Qualifications (Desired Qualifications):

Qualifications

  • 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
  • Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
  • 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 to qualify for immediate FINRA registration
  • State Insurance license(s)
Skills: Not explicitly listed; maybe we could omit Skills section if no specific content. The instruction: Prefer a few substantive sections over many thin ones. So we can omit Skills. Benefits:

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
Pay:

Pay

$30.50 - $60.00 base pay range; employees may also be eligible for incentive opportunities.

Schedule:

Schedule

Ability to work a schedule that will include most Saturdays.

We must ensure we didn't repeat content. The schedule appears also in Requirements; we included schedule in Requirements as a bullet. But we also have separate Schedule section. Might be duplication. The instruction: Preserve ALL substantive information; do NOT invent or summarize away detail. It didn't forbid duplication but better to avoid redundancy. However schedule is a requirement; we could keep it only under Requirements and not have separate Schedule section. But the instruction says include a section ONLY when the posting has real, specific content for it. The posting does have schedule info (Ability to work a schedule that will include most Saturdays). So we could have Schedule section with that content, and we could remove it from Requirements to avoid duplication. However the Requirements also include schedule as a bullet; we could keep it there but then it's duplicated. Better to keep schedule only under Schedule section and remove from Requirements. But then we lose schedule from Requirements; but the requirement is still captured in Schedule section. That's fine. Similarly, we might have license requirements under Requirements; we should keep them there. Thus adjust Requirements bullet list to exclude schedule line. Let's rewrite Requirements without schedule. Requirements bullet list: - 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 - Must obtain and maintain required FINRA licenses (Series 6 and 63, or recognized equivalents) and State Insurance license(s); for FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required - For hires in 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, and WY, FINRA Series 65 (or equivalent) examination will also be required within a specified period; Wyoming allows referral‑only licensed bankers to receive IAR registration without the Series 65/66 - Must meet enhanced financial fitness and criminal background standards; Wells Fargo will begin the FINRA review process once an offer is accepted; SAFE registration required at time of employment - 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 Now Schedule section separate. Now ensure we didn't include any boilerplate like "Why Wells Fargo" etc. We omitted that. Check for any other substantive content: The "Why Wells Fargo" paragraph is more marketing; could be considered About the role? But we already have About the role describing the role. The "Why Wells Fargo" is generic company info; maybe we could incorporate into About the role as a brief intro? But the instruction: Use

for section headings (e.g. About the role, Responsibilities

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