Rancho Bernardo - Senior Branch Premier Banker

Wells Fargo•San Diego, CA

9d•$37 - $66

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and customers with complex financial needs, acting as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and actively 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. The banker leads advice-based customer conversations, identifies financial goals, provides tailored recommendations, and conducts ongoing reviews as customer needs evolve. They collaborate with colleagues in Wealth, Home Lending, and Business Banking to provide coordinated solutions and a differentiated customer experience. The role includes supporting branch colleagues, promoting digital banking, and maintaining accurate documentation and strong compliance and risk controls. Wells Fargo provides digital tools, training, and coaching, and describes the position as offering a platform for career growth. The Senior Branch Premier Banker LP (license pending) is a temporary role until the employee completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed at hire participate in the Branch Network Licensed Banker program. The position requires a schedule that includes most Saturdays, active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and compliance with enhanced financial fitness and background standards. It is not eligible for visa sponsorship and is represented by a union.

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 recognized equivalents, and state insurance license(s), active or completed within the designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent within the specified period for hires in listed states, subject to applicable state requirements and exceptions.
SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Must obtain and maintain required FINRA licenses for continued employment.

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 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 strengthen team performance and customer impact.
Clear and confident communication, empathetic listening, and 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.
Successfully completed 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 outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customers’ needs change.
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners, setting expectations and taking ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to support digital adoption, satisfaction, and service efficiency.
Advise branch colleagues on relationship development and management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Open accounts, handle service requests, and assist customers with everyday banking needs.