Senior Branch Premier Banker

Wells Fargo•Hayward, CA

1d•$37 - $66•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role builds, 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. Customer engagement takes place through scheduled appointments, lobby interactions, and proactive outreach. The banker uses discovery-based, goals-focused planning to translate customer needs into financial strategies and integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests. The banker owns and actively grows a defined book of business, provides ongoing reviews and multi-product guidance, and collaborates with partners in Wealth, Home Lending, and Business Banking. The position emphasizes customer trust, retention and balanced growth, digital adoption, risk oversight, accurate documentation, and adherence to policies and regulations. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. Required licenses must be maintained for continued employment. This position is not eligible for visa sponsorship.

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.
Securities Industry Essentials (SIE) exam if FINRA qualification exams were earned after September 30, 2018.
FINRA Series 65 or equivalent within a specified period for hires in the states listed in the posting, subject to applicable state rules.
SAFE registration at the time of employment; Wells Fargo initiates the registration process after the start date.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet applicable LO/CFPB requirements and Wells Fargo policies.
No visa sponsorship is available.

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 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 improve team performance and customer impact.
Clear, confident communication; empathetic listening; and the ability to 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.
Completed 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 that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customers’ life stages and financial needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, set expectations, make warm introductions, and take ownership of qualified opportunities through completion.
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 risk and control standards through accurate documentation, sound judgment, timely issue escalation, and compliance with policies and regulations.
Meet applicable risk program, policy, compliance, and remediation obligations.
Work a schedule that includes most Saturdays.
Obtain and maintain required FINRA licenses, state insurance licenses, and SAFE registration; meet applicable financial fitness and background standards.