Senior Branch Premier Banker Tiffany Plaza Denver

Wells Fargo Bank•Denver, CO

3d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role focuses on acquiring, deepening, and managing relationships with affluent customers and customers with complex financial needs. The banker serves as a primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach, and owns and grows a defined book of business using goals-based planning and prudent risk oversight. The position delivers integrated guidance across deposits, investments, credit, home lending, and business banking. It also supports everyday banking needs, including opening accounts and handling service requests. The banker collaborates with Wealth, Home Lending, and Business Banking colleagues to deliver a coordinated customer experience and encourages adoption of digital and mobile banking tools. The role includes coaching and advising branch colleagues on relationship development and complex customer needs. The Senior Branch Premier Banker LP (license pending) is a temporary role until required licensing and SAFE registration are completed. Employees who successfully complete the requirements transition to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed when hired participate in the Branch Network Licensed Banker program. Required FINRA licenses and state insurance licenses must be active or completed within a designated timeframe and maintained for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the employee starts. The position is not eligible for visa sponsorship. The schedule will include most Saturdays. The listed base pay range is $34.00–$60.00. Employees may also be eligible for incentive opportunities. The role is located at 7800 E. Hampden, Denver, Colorado 80231.

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 licenses, active or completed within a designated timeframe.
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 for hires in the states listed in the posting, subject to state requirements and stated exceptions.
SAFE registration is required at the time of employment.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
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 proactively source, acquire, and deepen relationships through outreach and internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through to support retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to strengthen team performance and customer outcomes.
Clear, confident communication; empathetic listening; and the ability to 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 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.
Serve as the primary financial partner, offering comprehensive multi-product guidance and ongoing reviews across customers’ life stages and changing financial needs.
Manage and actively grow a defined book of business through goals-based planning and prudent risk oversight.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to support satisfaction, engagement, and service efficiency.
Help customers with everyday banking needs, including opening accounts and handling service requests.
Advise branch colleagues on relationship development and the management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with applicable policies and regulations.
Complete and maintain required FINRA licenses, state insurance licenses, and SAFE registration.