Senior Premier Banker - Goleta
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, serving as their primary point of contact for banking products and services. 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 solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including account openings and service requests, to provide a seamless customer experience. The position emphasizes advice-led relationship development, customer discovery, portfolio management, and collaboration with partners in Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, industry-leading training, ongoing coaching, and a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; employees then transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program.
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 recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
- FINRA Series 65 (or equivalent) examination within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
- Maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
- SAFE registration is required at employment; loan originators must meet LO/CFPB requirements and applicable Wells Fargo standards.
- 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.
- Clear and confident communication, empathetic listening, and the 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 that support retention and balanced growth across deposits, lending, and investments.
- Serve as the primary financial partner by providing multi-product guidance and ongoing reviews for customers’ changing needs and life stages.
- Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
- Educate customers about self-service and mobile banking to encourage digital adoption and improve satisfaction and service efficiency.
- Advise branch colleagues on relationship development and management of complex customer needs.
- Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
- Support everyday banking needs, including opening accounts and handling service requests.
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Eligible employees may also have access to comprehensive benefits and incentive opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
