Senior Premier Banker El Dorado Hills

Wells Fargo Bank•El Dorado, CA

3d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role focuses on growing, deepening, and managing relationships with affluent customers and customers with complex financial needs. The banker serves as a primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach, and owns and actively grows a defined book of business. The position uses goals-based planning and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. It also supports everyday banking needs, including opening accounts and handling service requests. The banker collaborates with internal Wealth, Home Lending, and Business Banking partners, and receives digital tools, training, and coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed. Employees hired into this role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Senior Branch Premier Banker (SAFE) role after completing requirements. Required FINRA and state insurance licenses must be active or completed within a designated timeframe. The role also requires enhanced financial fitness and criminal background standards, and is not eligible for visa sponsorship. The position is located at 4355 Town Center Dr., El Dorado Hills, CA 95762. The stated base pay range is $37.00–$65.50; pay may vary based on factors such as performance, skills, experience, and location. Employees may also be eligible for incentive opportunities.

Requirements

At least 4 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, education, or a combination of these.
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 FINRA Series 6 and Series 63 licenses, or FINRA-recognized equivalents, and required state insurance licenses within the designated timeframe.
SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the start date.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
For hires in specified states, Series 65 or an equivalent examination is required within a specified period, subject to applicable state regulations; Wyoming permits referral-only licensed bankers to receive IAR registration without completing the Series 65/66 exam requirement.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
Ability to work a schedule that includes most Saturdays.
This position is 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 customer relationships through outreach and strong 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.
Ability to communicate clearly and confidently, listen with empathy, and quickly 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.
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.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and help convert qualified opportunities into closed outcomes.
Educate customers about self-service and mobile banking options to support digital adoption, satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and managing complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support risk and control outcomes.
Support everyday banking needs, including opening accounts and handling service requests.
Meet applicable risk program and compliance obligations, monitor and escalate issues, and make sound risk decisions.