Senior Premier Banker - Torrance Del Amo

Wells Fargo Bank•Torrance, CA

1d•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 and manages a defined book of business, builds relationships through scheduled appointments, lobby engagement, and proactive outreach, and delivers advice based on customers’ goals. The banker provides ongoing guidance and reviews across deposits, investments, credit, home lending, and business banking, as well as assistance with everyday banking needs such as opening accounts and handling service requests. The position involves collaborating with partners in Wealth, Home Lending, and Business Banking to coordinate integrated solutions and provide a differentiated customer experience. It also supports digital banking adoption, advises branch colleagues on relationship development and complex client needs, and maintains strong risk and compliance practices. Wells Fargo provides digital tools, training, and coaching to support performance and career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee successfully completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees hired into the license-pending role who are not fully licensed participate in the Branch Network Licensed Banker program. The position 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and State Insurance license(s) must be active or completed within a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 (or equivalent) is also required within a specified period for hires in certain listed states, subject to applicable state regulations.
Required FINRA licenses must be obtained and maintained for continued employment; SAFE registration is required at the time of employment.
Must meet enhanced financial fitness and criminal background standards. Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
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 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 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 FINRA-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 strategic outreach, referrals, and planned customer appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, make warm introductions, set expectations, and help convert qualified opportunities into completed 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 complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Help customers with everyday banking needs, including opening accounts and handling service requests.