Senior Premier Banker Silicon Peak

Wells Fargo Bank•San Jose, CA

4d•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 appointments, lobby engagement, and proactive outreach. The banker owns and actively grows a defined book of business, uses goals-based planning and prudent risk oversight, and provides 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. Success requires strong relationship skills, proactive customer engagement, and collaboration with partners across Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, and coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; eligible employees then transition to the Senior Branch Premier Banker (SAFE) role and participate in the Branch Network Licensed Banker program while completing licensing requirements. The role is based at a Wells Fargo branch in the listed San Jose or Morgan Hill, California locations. The schedule will include most Saturdays. The position requires active or timely completion and maintenance of applicable FINRA and state insurance licenses, SAFE registration, and compliance with enhanced financial fitness and background standards. The position is not eligible for visa sponsorship. Base pay is listed as $37.00–$65.50; pay may vary based on performance, skills, experience, and work location, and employees may be eligible for incentives.

Requirements

At least 4 years of customer service experience, or equivalent 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.
Ability to obtain and maintain required FINRA licenses and state insurance licenses within the designated timeframe; applicable requirements include FINRA Series 6 and 63 or recognized equivalents, and in some states Series 65 or equivalent.
SIE exam required for FINRA qualification exams earned after September 30, 2018.
SAFE registration required at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards; applicable loan originator requirements and Wells Fargo policies apply.
Ability to work a schedule that includes most Saturdays.

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 consistently following through to drive retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers.
Clear, 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.
Successfully completed FINRA Series 6 and 63 exams or recognized equivalents sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and planned appointments.
Conduct discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies.
Serve as customers’ primary financial partner, providing multi-product guidance and ongoing reviews as needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and follow through on qualified opportunities.
Educate customers about self-service and mobile banking options to support digital adoption and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.
Own and actively grow a defined book of business, supporting customer retention and balanced growth across deposits, lending, and investments.