Senior Premier Banker Northfield, MN

Location: 700 Water St S, Northfield, MN 55057 | Reference: R-581404

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. The 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. Success 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. The Senior Branch Premier Banker LP (license pending) role is a temporary position until the employee has successfully completed licensing requirements and SAFE registration, after which they transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the LP role who are not fully licensed 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 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

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
• FINRA Series 6 and Series 63 (or FINRA recognized equivalents) — 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
• State Insurance license(s) — must be active or completed within a designated timeframe
• For the following states where hired, FINRA Series 65 (or equivalent) examination is also required within a specified period: 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, WY (Wyoming allows referral‑only licensed bankers to receive IAR registration without Series 65/66)
• SAFE registration required at time of employment; Wells Fargo will initiate the process after 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
• Enhanced financial fitness and criminal background standards apply; Wells Fargo will begin the FINRA review process once an offer is accepted
• Obtaining and maintaining required FINRA licenses is necessary for continued employment
• This position is not eligible for visa sponsorship

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 partnerships 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
• Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
• Financial services industry experience in one or a combination of: 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)

Schedule

Ability to work a schedule that will