Senior Premier Banker Stanford Industrial

Wells Fargo•Palo Alto, CA

5d•$37 - $66

About The Position

Wells Fargo is seeking 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, serving as their primary point of contact for banking products and services. The banker meets with customers by appointment, engages with them in the branch, and conducts proactive outreach, while managing and growing a defined book of business. The position uses discovery-based conversations and goals-based planning to develop tailored financial strategies and 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 works with partners across Wealth, Home Lending, and Business Banking, promotes digital banking options, and contributes expertise to the branch team. Strong risk oversight, accurate documentation, sound judgment, and compliance with policies and regulations are essential. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program; after successful completion, they transition to the Senior Branch Premier Banker (SAFE) role.

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 work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), 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.
In specified states, FINRA Series 65 (or equivalent) is also required within a specified period; the posting lists AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
Employees hired into the license-pending role must complete licensing requirements and SAFE registration to transition to the Senior Branch Premier Banker (SAFE) role.

Nice To Haves

Experience recommending financial products and turning customer goals into 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 improve team performance and customer impact.
Clear, confident communication; empathetic listening; and ability to 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 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 customers’ primary financial partner by providing multi-product guidance and ongoing reviews as their needs evolve.
Manage and grow a defined book of business through goals-based planning and solutions across deposits, lending, and investments.
Coordinate with Wealth, Home Lending, and Business Banking partners, making warm introductions and following through on qualified opportunities.
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 comply with applicable policies and regulations.
Support customers’ everyday banking needs, including opening accounts and handling service requests.