Senior Premier Banker Rochester Northwest

Wells Fargo Bank•Rochester, MN

5d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role manages and grows relationships with affluent customers and customers with complex financial needs, serving as their primary contact for banking products and services through appointments, lobby engagement, and proactive outreach. The banker owns a defined book of business and uses goals-based planning, discovery, and prudent risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests. Success requires proactive customer engagement, strong relationship skills, and collaboration with internal partners across Wealth, Home Lending, and Business Banking. The banker helps customers make informed financial decisions and is supported by digital tools, training, and coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; successful completion leads to transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
At least 3 years of experience building and maintaining effective relationships with customers and partners.
At least 3 years of experience recommending products and services.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
SAFE registration is required at the time of employment.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
Series 65 or equivalent is required within a specified period in certain listed states.
Ability to work a schedule that includes most Saturdays.
Must meet enhanced financial fitness and criminal background standards.
Required FINRA licenses must be obtained and maintained for continued employment.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
Ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through to drive retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers.
Ability to communicate clearly and confidently, listen empathetically, and build credibility and trust.
Financial services experience in consumer banking, home lending, business banking, or investments.
At least 3 years of experience in a licensed financial services position.
Successful completion of FINRA Series 6 and Series 63 exams (or recognized equivalents) sufficient to qualify for immediate FINRA registration.

Responsibilities

Acquire new affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customers' needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and follow opportunities through to completion.
Educate customers on self-service and mobile banking options to encourage digital adoption.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Open accounts and handle service requests to support customers' everyday banking needs.