Senior Premier Banker Waterford Plaza

Wells Fargo Bank•San Jose, CA

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role develops, 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 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 handles everyday banking needs, including opening accounts and service requests, and collaborates with internal Wealth, Home Lending, and Business Banking partners to provide a connected customer experience. Wells Fargo provides digital tools, training, and coaching to support performance and career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed, after which employees transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. The position requires FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses, active or completed within a designated timeframe. SIE and, in certain states, Series 65 (or equivalent) requirements may also apply. SAFE registration is required at employment, and required FINRA licenses must be maintained for continued employment. The role also requires enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship. The expected schedule includes most Saturdays. Base pay is $37.00–$65.50; employees may also be eligible for incentives.

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.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance licenses, active or completed within a designated timeframe.
SIE exam if applicable to FINRA qualification exams earned after September 30, 2018.
Series 65 (or equivalent) within a specified period for hires in the listed states, subject to state requirements.
SAFE registration at the time of employment.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet applicable LO/CFPB requirements and Wells Fargo policies.
Maintain required FINRA licenses for continued employment.

Nice To Haves

Experience recommending financial products and translating customer goals into 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 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.
Completion of FINRA Series 6 and 63 exams (or recognized equivalents) sufficient to qualify for immediate FINRA registration.

Responsibilities

Proactively acquire affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and provide tailored banking and credit strategies.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customer needs change.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Encourage digital adoption by educating customers about self-service and mobile banking options.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, use sound judgment, escalate issues promptly, and follow policies and regulations.
Assist with everyday banking needs, including opening accounts and handling service requests.