Senior Branch Premier Banker Cherry Creek

Wells Fargo Bank•Denver, CO

6d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve affluent customers and customers with complex financial needs as their primary point of contact for banking products and services. The banker grows and manages a defined book of business through scheduled appointments, lobby engagement, and proactive outreach, using discovery-based conversations and goals-based planning to recommend 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. The position works closely with partners in Wealth, Home Lending, and Business Banking to coordinate referrals and deliver a seamless customer experience. It includes promoting digital banking, supporting colleagues with relationship development and complex client needs, and maintaining strong risk and control practices. Wells Fargo provides digital tools, training, and coaching, and describes the position as a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed, after which the employee transitions 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. Required licenses must be obtained and maintained for continued employment. The role also requires enhanced financial fitness and criminal background standards; it is not eligible for visa sponsorship.

Requirements

At least 4 years of customer service experience, or equivalent experience demonstrated through work, 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or recognized equivalents) and State Insurance license(s), active or completed within a designated timeframe.
SIE exam required for FINRA qualification exams earned after September 30, 2018.
Series 65 (or equivalent) examination required within a specified period for hires in listed states, subject to applicable state regulations.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Meet applicable LO/CFPB requirements and Wells Fargo standards for financial responsibility, character, fitness, and criminal background.
Obtain and maintain required FINRA licenses for continued employment.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to proactively source, acquire, and deepen relationships through outreach and internal partnership.
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.
Clear, confident communication, empathetic listening, and ability to build credibility and trust.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
At least 3 years of experience in a licensed financial services position.
Completed FINRA Series 6 and 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-driven conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers’ needs change.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through closing.
Educate customers about self-service and mobile banking options to support digital adoption.
Advise branch colleagues on relationship development and complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.