Senior Premier Banker - Colorado North District
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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. 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. You will also assist customers with everyday banking needs—opening accounts, handling service requests, and ensuring a seamless experience. Success is driven by strong relationship acumen, proactive customer engagement, and collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience.
The Senior Branch Premier Banker LP (license pending) role is a temporary position until the employee has successfully completed licensing requirements and SAFE registration. Upon completion, employees transition to the Senior Branch Premier Banker (SAFE) role. Unlicensed hires will participate in the Branch Network Licensed Banker program.
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 professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and converting 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.
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 includes most Saturdays.
- This role requires FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and State Insurance license(s), which must be active or completed within a designated timeframe. For exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required. For the following states, FINRA Series 65 (or equivalent) is also required 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. Wyoming allows referral-only licensed bankers to receive IAR registration without completing the Series 65/66 exam.
- Obtaining and maintaining required FINRA licenses is necessary for continued employment. Wells Fargo will begin the FINRA review process once an offer is accepted.
- SAFE registration is required at the time of employment and will be initiated 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.
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 partnerships.
- Proven experience managing a book of business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments.
- Experience coaching or supporting peers to strengthen team performance and customer impact.
- Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly.
- 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 for immediate FINRA registration.
Pay
The base pay range for this position is $34.00 - $60.00 per hour. Pay may vary depending on factors including demonstrated performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.
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