Senior Premier Banker Noe Valley

Wells Fargo Bank•Noe Valley, CA

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role focuses on growing, deepening, and managing relationships with affluent customers and customers with complex financial needs. The banker serves as a primary point of contact through scheduled appointments, lobby engagement, and proactive outreach, and manages a defined book of business using goals-based planning and prudent risk oversight. The role provides integrated guidance across deposits, investments, credit, home lending, and business banking, as well as help with everyday banking needs such as opening accounts and handling service requests. The position emphasizes discovery-led advice, relationship growth, proactive customer engagement, and collaboration with Wealth, Home Lending, and Business Banking partners. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed, after which employees transition to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed will participate in the Branch Network Licensed Banker program. The role requires working a schedule that includes most Saturdays, maintaining required FINRA and state insurance licenses, and meeting enhanced financial fitness and criminal background standards. SAFE registration is required at employment; Wells Fargo initiates the process after the employee's start date. The position is not eligible for visa sponsorship. The stated base pay range is $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, education, or a combination.
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; required licenses must be maintained for continued employment.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 (or equivalent) is required within a specified period for hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, subject to current state regulations. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards; ongoing screening may apply.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
Must be eligible to work without visa sponsorship.

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 strengthen team performance and customer impact.
Ability to communicate clearly and confidently, listen with empathy, and 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 Series 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 outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, provide comprehensive multi-product guidance, and conduct ongoing reviews as customer needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and follow through on qualified opportunities.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction and service efficiency.
Advise branch colleagues on relationship development and complex customer needs as an active member of the branch team.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support risk and control outcomes.
Assist with everyday banking needs, including opening accounts and handling service requests.