Senior Branch Premier Banker Bear Valley CO

Wells Fargo Bank•Denver, CO

3d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to grow, deepen, and manage relationships with affluent customers and customers with complex financial needs. The banker serves as a primary contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach, and owns and grows a defined book of business. The role uses goals-based planning and prudent risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking, while also helping customers with everyday banking needs such as opening accounts and handling service requests. The position focuses on advice-led customer relationships, meaningful discovery, proactive engagement, and collaboration with internal partners in Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, industry-leading training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; employees then 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. The role requires a schedule that includes most Saturdays. FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe; additional exams may apply depending on state and exam dates. SAFE registration is required at employment, and required FINRA licenses must be maintained for continued employment. The role also has enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship. Listed locations are Bear Valley, CO and Denver, CO. The stated base pay range is $34.00–$60.00; employees may also be eligible for incentive opportunities.

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.
Ability to meet the role’s FINRA licensing and state insurance licensing requirements within the designated timeframe, and maintain required licenses for continued employment.
SAFE registration at the time of employment.
Ability to work a schedule that includes most Saturdays.
Ability to meet enhanced financial fitness and criminal background standards.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Demonstrated ability to source, acquire, and deepen relationships through proactive 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 strengthen team performance and customer impact.
Clear, 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 (or 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 recommend 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 as customer needs evolve.
Coordinate with professionals in Wealth, Home Lending, and Business Banking, including warm introductions, setting expectations, and following through on qualified opportunities.
Educate customers about self-service and mobile banking options to support digital adoption, satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, use sound judgment, escalate issues promptly, and follow policies and regulations to support risk and control outcomes.
Assist customers with everyday banking needs, including opening accounts and handling service requests.