Senior Branch Premier Banker Harmony Marketplace

Wells Fargo•Fort Collins, CO

10d•$34 - $60•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The 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, uses goals-based planning and prudent risk oversight, and delivers integrated solutions across deposits, investments, credit, home lending, and business banking. The position also supports everyday banking needs, including opening accounts and handling service requests, while collaborating with partners in Wealth, Home Lending, and Business Banking to provide a differentiated customer experience. The role is supported by digital tools, industry-leading training, and ongoing coaching, and offers a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration; the employee then transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. The position requires most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe, and maintaining required FINRA licenses is necessary for continued employment. SAFE registration is required at employment, and Wells Fargo initiates the process after the start date. The role also has enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship. The job is located at 320 E Harmony Rd, Fort Collins, Colorado 80525.

Requirements

At least 4 years of customer service experience, or equivalent experience 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.
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.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
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, FINRA Series 65 (or equivalent) is required within a specified period, subject to state regulations; Wyoming allows referral-only licensed bankers to receive IAR registration without the Series 65/66 exam requirement.
Maintain required FINRA licenses for continued employment and meet applicable enhanced financial fitness and criminal background standards.
Complete SAFE registration at employment; loan originators must meet LO/CFPB requirements and Wells Fargo policies, including standards concerning financial responsibility, character, fitness, and criminal background.
Visa sponsorship is not available for this position.

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 empathetically, 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 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 customer appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that support retention and 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 evolving needs.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of converting qualified opportunities into closed outcomes.
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 management of complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk controls.
Open accounts, handle service requests, and assist customers with everyday banking needs.