Senior Premier Banker Union Landing

Wells Fargo•Union City, CA

7d•$37 - $66•Onsite

About The Position

Wells Fargo is hiring a Relationship Banker (SAFE) for its National Branch Network. The role serves as a primary point of contact for everyday banking needs across customer segments, including affluent customers, through scheduled appointments, lobby engagement, and proactive outreach. The banker helps customers work toward financial goals with planning, digital engagement, and customized deposit, credit, and investment solutions, while also supporting account openings and service requests. The position focuses on building long-term customer relationships through discovery-led conversations, tailored recommendations, and proactive follow-through. The banker collaborates with colleagues in Wealth, Home Lending, and Business Banking to coordinate appropriate referrals and integrated solutions. The role is based at the Union City, California branch. The Relationship Banker LP (license pending) designation is temporary until licensing and SAFE requirements are completed, after which employees transition to the Relationship Banker (SAFE) role. The role requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and applicable loan-originator requirements. Continued employment depends on obtaining and maintaining required FINRA licenses. The position is not eligible for visa sponsorship. The listed base pay range is $37.00–$65.50; employees may also be eligible for incentive opportunities.

Requirements

At least 2 years of customer service experience, or equivalent experience, training, military experience, or education.
At least 1 year of experience assessing and meeting customer needs or helping resolve issues.
At least 1 year of experience building and maintaining effective relationships with customers and partners.
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 applicable FINRA qualifications earned after September 30, 2018.
FINRA Series 65 (or equivalent) within a specified period for hires in the listed states, subject to applicable state requirements.
SAFE registration at the time of employment; required registration process is initiated after the start date.
Compliance with loan-originator requirements and Wells Fargo standards for financial responsibility, character, fitness, and criminal background.
Meet enhanced financial fitness and criminal background standards.
Not eligible for visa sponsorship.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and consistent follow-through to support retention and balanced growth.
Experience assessing needs and recommending products and services for consumer and business customers.
Ability to promote digital adoption by educating customers on self-service and mobile banking.
Clear, confident communication; empathetic listening; and ability to build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
Completed FINRA Series 6 and Series 63 examinations, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of qualified opportunities through closure.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Resolve account inquiries and service requests within authorized limits, document actions, and set follow-up plans.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and adhere to policies and regulations.
Support Wells Fargo risk programs and compliance obligations through proactive monitoring, risk identification, timely escalation, and sound risk decisions.