Senior Premier Banker 45th & Center

Wells Fargo & Company•Omaha, NE
•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The position 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 scheduled appointments, lobby engagement, and proactive outreach. The role focuses on advice-led relationship development, meaningful customer discovery, and translating 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 position also supports everyday banking needs, including opening accounts and handling service requests, and collaborates with Wealth, Home Lending, and Business Banking partners to provide a differentiated customer experience. The role is supported by digital tools, industry-leading training, and ongoing coaching, and offers a platform for career growth. The Senior Branch Premier Banker LP (license pending) designation is temporary until the employee successfully 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 when hired into the LP role participate in the Branch Network Licensed Banker program. The position is based at 4425 Center St., Omaha, Nebraska, and is not eligible for visa sponsorship. The work schedule will include most Saturdays. FINRA licenses and state insurance licenses must be active or obtained within a designated timeframe, and SAFE registration is required at employment. Continued employment requires obtaining and maintaining the necessary FINRA licenses. Enhanced financial fitness and criminal background standards apply; Wells Fargo begins the FINRA review process after an offer is accepted. Loan originators must meet LO/CFPB requirements and Wells Fargo policies, and additional screening may apply.

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 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) is required within a specified period in certain states; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
  • SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the start date.
  • Ability to meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
  • Ability to work a schedule that includes most Saturdays.

Nice To Haves

  • Experience recommending financial products and translating customer goals into clear, actionable recommendations.
  • Demonstrated 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.
  • At least 3 years of experience in a licensed financial services position.
  • Successful 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 recommend tailored banking and credit strategies that strengthen relationships, increase retention, and support growth across deposits, lending, and investments.
  • Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customers’ needs evolve.
  • Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and personally follow 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 managing complex customer needs.
  • Maintain accurate documentation, use sound judgment, escalate issues in a timely manner, and comply with policies and regulations to support risk and control outcomes.
  • 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
  • Industry-leading training
  • Ongoing coaching
  • Digital tools supporting the role
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