Senior Premier Banker - Goleta

Wells Fargo Bank•Goleta, CA

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, acting as their primary point of contact for banking products and services through scheduled 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 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, and collaborates with internal partners to provide a differentiated customer experience. This opportunity is designed for experienced, growth-oriented professionals who build trust, manage customer portfolios, and provide holistic, multi-product solutions. Wells Fargo provides digital tools, industry-leading training, and ongoing coaching. The role requires SAFE registration at the time of employment and FINRA and state insurance licenses, either active or completed within a designated timeframe. The Senior Branch Premier Banker LP (license pending) position is temporary until the employee successfully completes licensing requirements and SAFE registration. Employees hired into that 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. 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 meet licensing requirements, including FINRA Series 6 and Series 63 (or recognized equivalents) and applicable state insurance licenses, within the designated timeframe; required licenses must be maintained for continued employment.
SAFE registration 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.
FINRA Series 65 (or equivalent) is required within a specified period for hires in the states listed in the posting, subject to current state regulations.
Ability to work a schedule that includes most Saturdays.
Ability to meet enhanced financial fitness and criminal background standards; additional screening may apply.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.

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 internal partnership.
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 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.
Successful completion of FINRA Series 6 and Series 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 strategic outreach, referrals, and pre-planned appointments.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that strengthen relationships, retention, and balanced growth across deposits, lending, and investments.
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, make warm introductions, set expectations, and take ownership of qualified opportunities through to completion.
Encourage digital adoption by helping customers use self-service and mobile banking options.
Advise branch colleagues on relationship development and complex customer needs.
Maintain risk and control standards through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Assist customers with everyday banking, including opening accounts and handling service requests.