Senior Premier Banker Coastal Orange County District, CA

Wells Fargo•Huntington Beach, CA

4d•$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, 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 position 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. It also supports everyday banking needs, including opening accounts and handling service requests. The banker provides advice-led relationship management, conducts discovery conversations, and translates customer goals into financial strategies. The role collaborates with Wealth, Home Lending, and Business Banking partners to provide coordinated solutions, and contributes to the branch team's relationship development and complex-client support. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) designation is temporary until required licensing and SAFE registration are completed, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. This 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.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within the designated timeframe; SIE is also required for qualifying exams earned after September 30, 2018.
SAFE registration is required at the time of employment.
Required FINRA licenses must be obtained and maintained for continued employment; enhanced financial fitness and criminal background standards apply.
For hires in the specified states, FINRA Series 65 (or equivalent) is also required within a specified period, subject to applicable state requirements.
Ability to work a schedule that includes most Saturdays.
Must meet applicable loan-originator requirements and Wells Fargo policies, including standards for financial responsibility, character, fitness, and background screening.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to source, acquire, and deepen 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, confident communication; empathetic listening; and the ability to 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.
Successful completion of FINRA Series 6 and 63 exams (or FINRA-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 pre-planned appointments.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and growth across deposits, lending, and investments.
Serve as the primary financial partner, provide comprehensive multi-product guidance, and conduct ongoing reviews as customers' needs evolve.
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners, set clear expectations, and take ownership of converting qualified opportunities into outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve service efficiency.
Advise branch colleagues on relationship development and complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
Assist customers with everyday banking needs, including opening accounts and handling service requests.