Senior Premier Banker Mound, MN

Wells Fargo & Company•Mound, MN

3d•$34 - $60•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role builds, 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 banker owns and grows a defined book of business, uses goals-based planning and prudent risk oversight, and provides 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. The banker leads advice-driven conversations to understand customer goals, provides tailored strategies, conducts ongoing reviews, and collaborates with colleagues in Wealth, Home Lending, and Business Banking to connect customers with appropriate solutions. The role promotes digital banking, supports branch colleagues with relationship development and complex client needs, and maintains accurate documentation and compliance with policies and regulations. Wells Fargo provides digital tools, training, and coaching to support performance and 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 who are not fully licensed participate in the Branch Network Licensed Banker program. The position requires SAFE registration at employment and the applicable FINRA and state insurance licenses within designated timeframes. Additional state-specific examinations may apply. The role is not eligible for visa sponsorship.

Requirements

At least 4 years of customer service experience, or equivalent 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.
Obtain and maintain required FINRA licenses and state insurance licenses within the designated timeframe; Series 6 and Series 63 or recognized equivalents are required, and the SIE is also required for applicable post-September 30, 2018 qualifications.
Series 65 or equivalent is required within a specified period for hires in listed states, including Minnesota, subject to current state requirements.
SAFE registration is required at the time of employment.
Meet enhanced financial fitness and criminal background standards and applicable Loan Originator/CFPB requirements.
Work a schedule that includes most Saturdays.
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 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.
Strong communication and empathetic listening skills, with the ability to build credibility and trust.
Financial services experience in consumer banking, home lending, business banking, or investments.
At least 3 years of experience in a licensed financial services position.
Completed FINRA Series 6 and Series 63 exams 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 outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies.
Serve as the primary financial partner, provide multi-product guidance, and conduct ongoing reviews as customer needs evolve.
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners, and take ownership of qualified opportunities through closure.
Educate customers about self-service and mobile banking options to encourage digital adoption.
Advise branch colleagues on relationship development and complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Assist customers with everyday banking needs, including opening accounts and handling service requests.