Senior Premier Banker 45th & Center

Wells Fargo Bank•Omaha, NE
•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 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 spanning deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests. The position focuses on advice-led relationship building, customer discovery, and tailored financial strategies. Success depends on proactive engagement and collaboration with Wealth, Home Lending, and Business Banking partners. Wells Fargo provides digital tools, training, and coaching, with a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed. Employees then transition to the Senior Branch Premier Banker (SAFE) role and, if not fully licensed when hired, participate in the Branch Network Licensed Banker program. The position is located at 4425 Center St., Omaha, Nebraska. It 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.
  • Series 6 and Series 63 FINRA licenses (or recognized equivalents) and state insurance license(s), active or completed within the required timeframe.
  • Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
  • Series 65 (or equivalent) exam required within a specified period in certain states listed in the posting.
  • SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
  • Obtain and maintain required FINRA licenses for continued employment.
  • Meet 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.
  • Ability to work a schedule that includes most Saturdays.

Nice To Haves

  • Experience recommending financial products and translating customer goals into clear, 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 support retention and growth across deposits, lending, and investments.
  • Experience coaching or supporting peers to strengthen team performance and customer impact.
  • Clear and confident communication, empathetic listening, and the 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.

Responsibilities

  • 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.
  • Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customer needs evolve.
  • Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
  • Educate customers about self-service and mobile banking options to support digital adoption, satisfaction, and service efficiency.
  • Advise branch colleagues on relationship development and complex customer needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
  • Support everyday banking needs, including opening accounts and handling service requests.

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to support work-life balance and well-being
  • Support for community involvement
  • Industry-leading training and ongoing coaching
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