Senior Premier Banker Walnut Creek East Bay Ridge District

Wells Fargo Bank•Walnut Creek, CA

27d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. This role 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 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 delivers 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. Success depends on building trusted customer relationships, proactively engaging customers, and collaborating with Wealth, Home Lending, and Business Banking partners. Wells Fargo provides digital tools, training, and ongoing coaching. The posting also describes a temporary Senior Branch Premier Banker LP (license pending) role for employees who have not yet completed licensing requirements; upon successful completion, employees transition to the Senior Branch Premier Banker (SAFE) role. The position requires SAFE registration at employment and required FINRA and state insurance licenses within applicable timeframes. It requires meeting enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship. The role is based at one of the listed East Bay branch locations: Walnut Creek Main, Walnut Creek Rossmoor, Alamo Plaza, Lafayette, Moraga, or Orinda. Employees should expect a schedule that includes most Saturdays. Base pay is listed as $37.00–$65.50; employees may also be eligible for incentive opportunities.

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.
Required FINRA Series 6 and Series 63 licenses, or FINRA-recognized equivalents, and state insurance license(s), either active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent required within a specified period for hires in the states listed in the posting, subject to state regulations and the stated Wyoming exception.
SAFE registration required at the time of employment; Wells Fargo initiates the registration process after the start date.
Ability to work a schedule that includes most Saturdays.
Must meet enhanced financial fitness and criminal background standards; required licensing must be obtained and maintained for continued employment.
Must meet applicable Loan Originator/LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.

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 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.
Clear and 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.
Successful completion of FINRA Series 6 and 63 exams, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire new 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.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customer needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, including warm introductions, clear expectations, and personal ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to support digital adoption, satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations.
Assist customers with everyday banking needs, including opening accounts and handling service requests.