Senior Branch Premier Banker Belleview and Federal

Wells Fargo•Englewood, CO
•$34 - $60•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 customers’ primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The role emphasizes advice-led relationship development, discovery of customer goals, and translating those goals into comprehensive financial strategies. The banker owns and actively 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, and collaborates with partners across Wealth, Home Lending, and Business Banking. The position provides 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, 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 an ability to work a schedule that includes most Saturdays. Required FINRA licenses and state insurance licenses must be active or completed within a designated timeframe; required licenses must be maintained for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the employee’s start date. Loan originators must meet applicable LO/CFPB requirements and Wells Fargo policies. The position is not eligible for visa sponsorship. The position is located at 5050 S Federal Blvd, Englewood, CO 80110. The stated base pay range is $34.00–$60.00, with possible incentive opportunities. Pay may vary based on factors including performance, skills, experience, and work location.

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.
  • 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.
  • FINRA Series 65 (or equivalent) examination within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
  • SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
  • Ability to work a schedule that includes most Saturdays.
  • Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
  • Maintain required FINRA licenses for continued employment.

Nice To Haves

  • Experience recommending financial products and translating customer goals into actionable recommendations.
  • Ability to proactively source, acquire, and deepen customer relationships through outreach and internal partnerships.
  • Experience managing a book of business, documenting planning conversations, and following through to support 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 the ability to build credibility and trust.
  • 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.
  • Completion of FINRA Series 6 and 63 exams (or FINRA-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 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 aligned with customers’ life stages and changing financial needs.
  • Collaborate with Wealth, Home Lending, and Business Banking partners to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through to 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 customer needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations to support strong risk controls.
  • Open accounts, handle service requests, and assist customers with everyday banking needs.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Incentive opportunities may be available
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