Senior Premier Banker West Des Moines and Urbandale

Wells Fargo & Company•Urbandale, IA

1d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role focuses on growing, deepening, and managing 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, and owns and grows a defined book of business using goals-based planning and prudent risk oversight. The role delivers integrated solutions across deposits, investments, credit, home lending, and business banking, while also supporting everyday banking needs such as opening accounts and handling service requests. The position emphasizes advice-led customer conversations, trust-building, proactive engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, coaching, and 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, while unlicensed, participate in the Branch Network Licensed Banker program. The role requires a schedule that includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe, and maintaining required licenses is necessary for continued employment. SAFE registration is required at employment, and the company initiates the process after the employee starts. The position is not eligible for visa sponsorship. The role is posted for branch locations in West Des Moines and Urbandale, Iowa; positions may not be available at every listed location.

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.
FINRA Series 6 and Series 63, or FINRA-recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is required within a specified period for hires in the listed states, including Iowa, subject to applicable regulations.
SAFE registration is required at the time of employment.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
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 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.
Clear and confident communication, empathetic listening, and 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.
Successful completion of FINRA Series 6 and 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 strategic outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies.
Serve as customers’ primary financial partner by providing multi-product guidance and ongoing reviews as 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 and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.