Senior Premier Banker Stillwater

Wells Fargo Bank•Stillwater, MN

2d•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 point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The role 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. It also supports everyday banking needs, including opening accounts and handling service requests. The position focuses on advice-led relationship development, meaningful customer discovery, and translating customer goals into comprehensive financial strategies. The banker collaborates with internal partners across Wealth, Home Lending, and Business Banking to deliver coordinated solutions and a differentiated customer experience. 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 licensing requirements and SAFE registration are completed. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Senior Branch Premier Banker (SAFE) role after successfully completing licensing requirements. Required FINRA licenses and state insurance licenses must be active or completed within the designated timeframe, and SAFE registration is required at employment. The position also requires meeting enhanced financial fitness and criminal background standards. It is not eligible for visa sponsorship.

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.
Ability to work a schedule that includes most Saturdays.
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.
SAFE registration is required at the time of employment.
Series 65 (or equivalent) is required within a specified period in certain states listed in the posting, subject to applicable requirements.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
Must meet enhanced financial fitness and criminal background standards.
This position is not eligible for visa sponsorship.

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 strong 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.
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
3+ years of experience in a licensed financial services position.
Completed FINRA Series 6 and 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

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.
Serve as the primary financial partner, providing comprehensive, multi-product guidance and ongoing reviews.
Manage and grow a defined book of business across deposits, lending, and investments.
Partner with professionals in Wealth, Home Lending, and Business Banking, coordinating warm introductions and following through on qualified opportunities.
Educate customers about self-service and mobile banking options to support digital adoption.
Advise branch colleagues on relationship development and complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.