Senior Branch Premier Banker Belleview and Federal

Wells Fargo Bank•Englewood, CO

6d•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 position focuses on advice-led relationship development, meaningful discovery, and translating customer goals into comprehensive financial strategies. The banker owns and grows a defined book of business, using goals-based planning and prudent risk oversight to provide 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. Success relies on strong relationship skills, proactive customer engagement, and collaboration with internal partners in Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, 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 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 FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), either active or completed within a designated timeframe. Certain states also require Series 65 or an equivalent within a specified period. The SIE exam is required for applicable FINRA qualification exams earned after September 30, 2018. Required licenses must be obtained and maintained for continued employment. SAFE registration is required at employment, and Wells Fargo initiates the process after the start date. The role also requires enhanced financial fitness and criminal background standards. Loan originators must meet LO/CFPB requirements and Wells Fargo policies. A credit report may be reviewed, and additional ongoing screening may apply. 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, 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 license(s), active or completed within a designated timeframe.
SIE exam for applicable FINRA qualification exams earned after September 30, 2018.
Series 65 (or equivalent) within a specified period for hires in the states listed in the posting, subject to applicable state regulations.
Obtain and maintain required FINRA licenses for continued employment; SAFE registration is required at the time of employment.
Meet enhanced financial fitness and criminal background standards.
Meet LO/CFPB requirements and Wells Fargo policies if acting as a loan originator.
Ability to work a schedule that includes most Saturdays.

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 drive retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to improve team performance and customer impact.
Clear and confident communication, empathetic listening, and 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 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 outreach, referrals, and planned appointments.
Conduct discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that strengthen relationships, support retention, and drive 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 personally 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.
Maintain risk and control standards through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Help customers with everyday banking needs, including opening accounts and handling service requests.