Senior Premier Banker West Des Moines

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.

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 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
• 3+ years of experience recommending products and services

Desired 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
• 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 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
• State Insurance license(s)

Job Expectations

• Ability to work a schedule that will include 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

Requirements

• Obtaining and maintaining required FINRA licenses is necessary for continued employment
• The Senior Branch Premier Banker LP role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role.
• Educational qualifications: 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• Professional qualifications: 3+ years of experience building and maintaining effective relationships with customers and partners, 3+ years of experience recommending products and services, 3+ years of experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and 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, State Insurance license(s)

Benefits

Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it—Wells Fargo once again ranked in the top three, making us the #1 financial services employer, on the 2026 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S.

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