Senior Branch Premier Banker - Eagle, ID

Wells Fargo Bank•Eagle, ID

7d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. This role grows, deepens, and manages relationships with affluent customers and customers with complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and actively grows a defined book of business, using goals-based planning and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including account opening and service requests. The position emphasizes advice-led relationship development, discovery conversations, proactive customer engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, ongoing coaching, and a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully 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. The role requires the ability to work a schedule that includes most Saturdays. Required licenses and registrations must be maintained for continued employment. The position is not eligible for visa sponsorship and is located at 108 E Plaza, Eagle, Idaho 83616.

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.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
For hires in Alaska, Alabama, Connecticut, Delaware, Hawaii, Iowa, Idaho, Indiana, Kansas, Maryland, Michigan, Minnesota, Mississippi, North Carolina, North Dakota, Nebraska, New Mexico, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming, FINRA Series 65 (or equivalent) is also required within a specified period, subject to state requirements.
SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the start date.
Must meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo policies.
Must be able to work a schedule that includes most Saturdays.
Required to obtain and maintain applicable 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 strong internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through consistently to drive retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to improve team performance and customer impact.
Clear, confident communication; empathetic listening; and the ability to build credibility and trust quickly.
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.
State insurance license(s).

Responsibilities

Proactively acquire 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 provide tailored banking and credit strategies that strengthen relationships, improve retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews based on customers’ life stages and changing financial needs.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, make warm introductions, set clear expectations, and personally follow qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and managing complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations to support strong risk and control outcomes.
Assist customers with everyday banking needs, including opening accounts and handling service requests.