Senior Branch Premier Banker - Meridian, ID

Wells Fargo•Meridian, ID

2d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network in Meridian, Idaho. 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 role also supports everyday banking needs, including opening accounts and handling service requests, while coordinating with internal partners to provide a seamless customer experience. The position emphasizes advice-led relationship building, meaningful discovery, proactive engagement, and holistic multi-product guidance. Wells Fargo provides digital tools, training, and coaching to support customer value, informed financial decisions, and career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed, after which employees transition to the Senior Branch Premier Banker (SAFE) role. The position requires working a schedule that includes most Saturdays. Required licenses and registrations include FINRA Series 6 and 63 or recognized equivalents, state insurance license(s), and SAFE registration. Series 65 or an equivalent examination is additionally required within a specified period for Idaho, among other listed states. The position is not eligible for visa sponsorship.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
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 licenses or FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
FINRA Series 65 or equivalent examination within a specified period for Idaho and the other listed states, subject to applicable state requirements.
SAFE registration at the time of employment; Wells Fargo initiates the registration process after the start date.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards; required FINRA licenses must be obtained and maintained for continued employment.
Meet applicable Loan Originator and CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to proactively source, acquire, and deepen customer 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.
Clear, confident communication; empathetic listening; and an 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 Series 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 recommend tailored banking and credit strategies that strengthen relationships, retention, and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customers’ life stages and financial needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and take ownership of converting qualified opportunities into completed 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 the management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Fulfill applicable risk and compliance responsibilities, including monitoring, identifying, escalating, and remediating issues and making sound risk decisions.