Senior Premier Banker Golden Gate Financial District

Wells Fargo•San Francisco, CA

22d•$37 - $66

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. This role builds, deepens, and manages relationships with affluent customers and customers with complex financial needs, serving as their primary contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and grows a defined book of business, uses goals-based planning and prudent risk oversight, and provides integrated guidance across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, such as opening accounts and handling service requests, and collaborates with partners across Wealth, Home Lending, and Business Banking to deliver a seamless customer experience. The role is intended for growth-oriented professionals who lead with advice, conduct meaningful discovery, and translate customer goals into financial strategies. Wells Fargo provides digital tools, training, and ongoing coaching. A temporary Senior Branch Premier Banker LP (license pending) position may be used until licensing requirements and SAFE registration are successfully completed; employees then transition to the Senior Branch Premier Banker (SAFE) role and may participate in the Branch Network Licensed Banker program if not fully licensed. The position requires working a schedule that includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe; additional state-specific examination and registration requirements may apply. SAFE registration is required at employment. Continued employment requires maintaining required FINRA licenses and meeting enhanced financial fitness and criminal background standards. The position is not eligible for visa sponsorship.

Requirements

At least 4 years of customer service experience, or equivalent experience demonstrated through work, 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.
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.
In specified states, FINRA Series 65 or equivalent is required within a specified period; requirements may change with state regulations.
SAFE registration is required at the time of employment.
Must maintain required FINRA licenses and satisfy enhanced financial fitness and criminal background standards.
Must meet Loan Originator/CFPB requirements and Wells Fargo policies, including applicable financial responsibility, character, fitness, and background standards.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
Ability to source, acquire, and deepen customer relationships through proactive 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.
Ability to communicate clearly and confidently, listen empathetically, and 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.
FINRA Series 6 and 63 exams, or FINRA-recognized equivalents, completed in a manner 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.
Serve as a primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customer needs change.
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 encourage digital adoption.
Advise branch colleagues on relationship development and management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Support customers' everyday banking needs, including opening accounts and handling service requests.
Follow applicable risk programs and Wells Fargo policies and procedures, and fulfill risk and compliance obligations through monitoring, escalation, remediation, and sound risk decisions.