Senior Premier Banker Oakridge Almaden

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 develops and manages relationships with affluent customers and customers with complex financial needs, serving as their primary contact for banking products and services through scheduled appointments, lobby engagement, 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, including opening accounts and handling service requests. Success depends on strong relationship skills, proactive engagement, and collaboration with Wealth, Home Lending, and Business Banking partners. Wells Fargo provides digital tools, training, coaching, and opportunities for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration; the employee then transitions to the Senior Branch Premier Banker (SAFE) role.

Requirements

4+ years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.
Ability to work a schedule that includes most Saturdays.
Series 6 and Series 63 FINRA licenses or recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
Series 65 or equivalent examination is required within a specified period for hires in the listed states, subject to state regulations.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Required FINRA licenses must be obtained and maintained for continued employment.
Must meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
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.
Clear, confident communication, empathetic listening, and the ability to build credibility and trust quickly.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
3+ years of experience in a licensed financial services position.
Successful completion of FINRA Series 6 and 63 exams, or recognized equivalents, sufficient to qualify for immediate FINRA registration.

Responsibilities

Acquire new 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 by 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 follow qualified opportunities through to completion.
Encourage digital adoption by educating customers about self-service and mobile banking.
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.
Meet customers' everyday banking needs, including opening accounts and handling service requests.