Senior Branch Premier Banker Bear Valley CO

Wells Fargo•Denver, CO

4d•$34 - $60

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows and manages 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 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 customers with everyday banking needs, including opening accounts and handling service requests. Success requires building trust, managing a portfolio, and collaborating with internal partners across Wealth, Home Lending, and Business Banking to provide a differentiated customer experience. The banker is supported with digital tools, training, and coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed, after which employees transition 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.

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 must be active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
For hires in specified states, FINRA Series 65 or an equivalent examination is also required within a specified period, subject to applicable state regulations.
SAFE registration is required at employment; Wells Fargo will initiate the process after the start date.
Required FINRA licenses must be obtained and maintained for continued employment; the role also requires meeting enhanced financial fitness and criminal background standards.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards; credit reports and additional ongoing screening may apply.
Not eligible for visa sponsorship.

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 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 improve 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 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 that strengthen relationships, increase 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 for customers’ changing financial needs.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, provide warm introductions, set expectations, and follow through on qualified opportunities.
Promote digital adoption by educating customers about self-service and mobile banking options.
Advise branch colleagues on relationship development and complex client needs as an active member of the branch team.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
Meet and maintain required FINRA licenses and SAFE registration requirements.