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Senior Branch Premier Banker

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Colorado Springs

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Category:
Banking

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Contract Type:
Not provided

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Salary:

30.50 - 55.00 USD / Hour
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Job Description:

Wells Fargo is seeking an Associate Branch Premier Banker (SAFE) in Consumer, Small & Business Banking, as part of our National Branch Network. The Associate Premier Banker is a foundational role designed to prepare you for your career with Wells Fargo. The role starts with you obtaining your securities licenses. Wells Fargo’s Investment Licensing Team provides you with the coaching and guidance that you will need to successfully obtain your FINRA securities (Series 6 and Series 63) and State Insurance license(s). For certain states where hired, FINRA Series 65 (or equivalent) will also be required. Upon required licensing and SAFE registration, the Associate Branch Premier Banker LP (SAFE) employee will transition to the Associate Branch Premier Banker (SAFE) role. Throughout the Premier Banker Associate Program, you will receive hands-on practice and personalized coaching and guidance to develop the knowledge, skills, and behaviors to be successful and achieve goals. Upon successful completion of the Premier Banker Associate Program, employees will transition to the Senior Branch Premier Banker (SAFE) role.

Job Responsibility:

  • Actively engage in all training, classes, and interactive learning activities to build skill, knowledge, and a deeper understanding of role expectations and ability to deliver and successfully transition into senior branch premier role
  • Develop the skills necessary to execute on relationship management commitments to customers through proactive outreach and planned appointments, aligned with business strategy
  • Routinely manage client relationships through regular meetings to review financial condition and goals
  • provide advice regarding banking options and services to meet changing circumstances
  • Engage clients in conversations
  • ask questions to understand and document customer financial needs, life events and goals
  • provide a consistent experience to customers when tailoring options for products and services, including convenient mobile, self-service digital, and ATM options
  • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships
  • understand Wells Fargo’s banking, credit and investment financial solutions and services offered, to ensure customers are referred as complex needs are identified
  • Partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified need, consistent with clients overall financial circumstances and goals
  • Serve as a risk management leader for understanding and managing risks in the business, adhering to policies, procedures, and controls, and ensuring compliance with applicable laws, rules, and regulations

Requirements:

  • 6+ months of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • Current registration for FINRA Series 6 and Series 63 (or equivalent) are required for this role or must be completed within a specified period
  • For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • This position requires SAFE registration at the time of employment
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies
  • This position is not eligible for Visa sponsorship

Nice to have:

  • 2+ years of customer service experience
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution
  • 1+ years of experience recommending products and services
  • 1+ years of experience building and maintaining effective relationships with customers and partners
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
  • Customer service focus with experience handling moderately complex transactions across multiple systems
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
  • Ability to educate and connect customers to technology and share the value of self-service digital banking options
  • Ability to follow policies, procedures, and regulations
  • Ability to interact with integrity and professionalism with customers and employees
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Successfully completed FINRA Series 6 and Series 63 examinations (or FINRA recognized equivalents) to qualify for immediate registration
  • State Insurance license(s)
What we offer:
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Additional Information:

Job Posted:
January 26, 2026

Expiration:
February 01, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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