Senior Premier Banker Mission Hills

Wells Fargo•Mission Hills, CA

7d•$37 - $66•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role builds, deepens, and manages relationships with affluent customers and customers with complex financial needs, acting as their primary point of contact for banking products and services. Customer engagement takes place through scheduled appointments, lobby interactions, 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, such as opening accounts and handling service requests. The position emphasizes advice-led customer discovery, long-term customer value, and informed financial decisions. The banker collaborates with internal partners in Wealth, Home Lending, and Business Banking, and uses digital tools, training, and coaching to support customer outcomes and professional growth. The Senior Branch Premier Banker LP (license pending) position 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 unlicensed. The role requires most Saturdays. FINRA Series 6 and 63 (or recognized equivalents), state insurance licenses, and SAFE registration are required, subject to stated completion timeframes. Series 65 or equivalent is also required within a specified period in listed states. Required licenses must be maintained for continued employment. The role is not eligible for visa sponsorship. Base pay is $37.00–$65.50; 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, 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 license(s) within applicable timeframes; Series 6 and Series 63 (or recognized equivalents) are required, with Series 65 or equivalent required in specified states.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Securities Industry Essentials (SIE) exam is also required for FINRA qualification exams earned after September 30, 2018.
Must meet enhanced financial fitness and criminal background standards; applicable loan originator requirements and screening may 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 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 improve team performance and customer impact.
Clear, confident communication, empathetic listening, and the ability to build credibility and trust.
Financial services experience in consumer banking, home lending, business banking, or investments.
At least 3 years of experience in a licensed financial services position.
Completed FINRA Series 6 and 63 exams (or 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 outreach, referrals, and planned appointments.
Lead discovery-based conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as a primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customer needs change.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to encourage digital adoption.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Assist customers with everyday banking needs, including opening accounts and handling service requests.
Meet applicable risk, compliance, financial fitness, licensing, and SAFE registration requirements.