Senior Premier Banker Union Landing

Wells Fargo•Union City, CA

7d•$37 - $66•Onsite

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 through scheduled appointments, lobby engagement, and proactive outreach. The banker uses goals-based planning and discovery-led conversations to understand customer goals and deliver comprehensive financial strategies 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 partners across Wealth, Home Lending, and Business Banking to provide an integrated customer experience. The banker owns and actively grows a defined book of business, supports customer retention and balanced growth, promotes digital banking adoption, and contributes to branch team performance by advising colleagues on relationship development and complex customer needs. The role requires prudent risk oversight, accurate documentation, sound judgment, timely issue escalation, and compliance with applicable policies and regulations. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration; successful completion results in 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 is located at 30915 Courthouse Drive, Union City, California. It is not eligible for visa sponsorship.

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 license(s), active or completed within the designated timeframe.
Securities Industry Essentials (SIE) exam if applicable to FINRA qualification exams earned after September 30, 2018.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
FINRA Series 65 or equivalent within the 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 stated state-specific exceptions and current regulations.
Meet enhanced financial fitness and criminal background standards; ongoing screening may apply.
Meet loan originator/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
Not eligible for 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 consistently 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 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 planned appointments.
Lead discovery-driven 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 by providing comprehensive multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set clear expectations, and take ownership of converting qualified opportunities into closed outcomes.
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 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.
Meet applicable risk program, compliance, monitoring, governance, identification, escalation, and remediation responsibilities.
Work a schedule that includes most Saturdays.
Obtain and maintain required FINRA licenses and SAFE registration, and meet applicable loan originator requirements.