Wells Fargo
Senior Branch Premier Banker Harmony Marketplace
FORT COLLINS, CO · Senior · Full-time · Posted Oct 27, 2026
- Experience
- Required: 4+ years customer service; 3+ years building and maintaining customer and partner relationships; 3+ years recommending products and services. Desired: 3+ years in a licensed financial services position.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Grows and manages relationships with affluent customers by providing comprehensive banking, credit, investment, and lending guidance while supporting everyday branch banking needs.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, and appointments; manage a defined book of business.
- Understand customer goals and provide tailored, multi-product financial guidance, coordinating with Wealth, Home Lending, and Business Banking partners.
- Support branch operations, promote digital banking, advise colleagues, and meet documentation, risk, and compliance requirements.
What they ask for
- 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education.
- 3+ years of experience building and maintaining effective relationships with customers and partners.
- 3+ years of experience recommending products and services.
- FINRA Series 6 and Series 63 (or recognized equivalents), applicable State Insurance license(s), and SAFE registration are required; licenses may be completed within a designated timeframe.
Nice to have
- Financial services industry experience in consumer, home lending, business banking, or investments.
- 3+ years in a licensed financial services position; completed FINRA Series 6 and 63 exams or recognized equivalents; State Insurance license(s).
Pay
$34.00 - $60.00 USD base salary
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65
Model-written summary · the original posting is authoritative