Senior Premier Banker - Westchester

Wells Fargo•Los Angeles, CA
•$37 - $66•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in its National Branch Network. The position builds, deepens, and manages relationships with affluent customers and customers with more complex financial needs, serving as their primary 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 supports everyday banking needs, including opening accounts and handling service requests. The position emphasizes discovery-led advice, meaningful customer relationships, proactive engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. The banker helps customers make informed financial decisions and is supported by digital tools, training, coaching, and opportunities for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. The position is located at 8814 S Sepulveda Ave., Westchester, CA 90045, is not eligible for visa sponsorship, and may include incentive opportunities in addition to base pay of $37.00–$65.50 (the posting does not specify the pay period).

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.
  • Obtain and maintain required FINRA licenses and state insurance licenses within the designated timeframe; requirements include FINRA Series 6 and Series 63 or recognized equivalents, and the SIE for qualifying exams earned after September 30, 2018.
  • In specified states, obtain FINRA Series 65 or an equivalent examination within the specified period; Wyoming referral-only licensed bankers may qualify for IAR registration without Series 65/66.
  • Complete required SAFE registration; Wells Fargo initiates the process after the start date.
  • Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
  • Work a schedule that includes most Saturdays.
  • Visa sponsorship is not available for this position.

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 improve 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.
  • FINRA Series 6 and 63 exams, or recognized equivalents, completed sufficiently 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 change.
  • Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners, set 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 customer needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
  • Support customers’ everyday banking needs, including opening accounts and handling service requests.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Potential incentive opportunities
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