Senior Branch Premier Banker Lakewood CO

Wells Fargo Bank•Lakewood, CO

13h•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network in Lakewood, Colorado. The role manages and grows relationships with affluent customers and customers with complex financial needs, acting as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and grows a defined book of business, uses goals-based planning and prudent risk oversight, and provides integrated guidance across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests, and collaborates with internal partners to deliver a seamless customer experience. Wells Fargo provides digital tools, training, and ongoing coaching, with opportunities for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Senior Branch Premier Banker (SAFE) role after successful completion of licensing requirements. The position requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and applicable loan-originator requirements. Employment also requires meeting enhanced financial fitness and criminal background standards. A credit report may be reviewed, and additional ongoing screening may apply. This position is not eligible for visa sponsorship. The schedule includes most Saturdays.

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 FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; continued employment requires obtaining and maintaining required FINRA licenses.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
For hires in 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, and WY, Series 65 (or equivalent) is required within a specified period, subject to applicable state requirements; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at employment; Wells Fargo initiates the registration process after the start date.
Meet enhanced financial fitness and criminal background standards; loan originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
This position is not eligible for visa sponsorship.

Nice To Haves

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.
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 to strengthen team performance and customer impact.
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly.
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.
Successful completion of FINRA Series 6 and 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively 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 comprehensive multi-product guidance and ongoing reviews as customers' needs evolve.
Partner with Wealth, Home Lending, and Business Banking professionals to coordinate warm introductions, set expectations, and convert qualified opportunities into outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve service efficiency.
Advise branch colleagues on relationship development and management of complex client needs.
Maintain accurate documentation, use sound judgment, escalate issues promptly, and follow policies and regulations to support risk and control outcomes.
Meet applicable risk program, compliance, and loan-originator obligations.