Senior Premier Banker Northwest Valley District

Wells Fargo Bank•Northridge, CA

2d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve as a primary financial partner for affluent customers and customers with complex financial needs. The role grows, deepens, and manages customer relationships through scheduled appointments, lobby engagement, proactive outreach, and a defined book of business. The banker uses goals-based planning and prudent risk oversight to offer integrated solutions across deposits, investments, credit, home lending, and business banking, while also supporting everyday banking needs such as opening accounts and handling service requests. The position emphasizes discovery-led advice, relationship growth, customer retention, and collaboration with partners in Wealth, Home Lending, and Business Banking. It includes educating customers about digital banking, supporting branch colleagues with complex relationship needs, and maintaining accurate documentation and compliance. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed; employees then transition to the Senior Branch Premier Banker (SAFE) role. The posting states that this role is not eligible for visa sponsorship.

Requirements

At least 4 years of customer service experience, or equivalent experience demonstrated through work, 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance licenses must be 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 in certain listed states, subject to current state regulations.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Must meet enhanced financial fitness and criminal background standards. Loan originators must meet LO/CFPB requirements and Wells Fargo standards concerning financial responsibility, character, fitness, and criminal background.
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 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 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 conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, make warm introductions, and follow qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption.
Advise branch colleagues on relationship development and managing complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues in a timely manner, and follow applicable policies and regulations.
Support customers with everyday banking needs, including opening accounts and handling service requests.