Senior Premier Banker - San Marino

Wells Fargo Bank•San Marino, CA

3d•Onsite

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, serving 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 combines comprehensive financial guidance with everyday banking support, including opening accounts and handling service requests. Success depends on building trusted relationships, proactively engaging customers, and collaborating with Wealth, Home Lending, and Business Banking partners to provide a differentiated experience. The banker will use digital tools, training, and coaching to support customer outcomes and career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program, then transition to Senior Branch Premier Banker (SAFE) upon successful completion. Required FINRA and state insurance licenses must be active or obtained within a designated timeframe and maintained for continued employment. The position also requires enhanced financial fitness and criminal background standards; it is not eligible for visa sponsorship. The position is based at 2355 Huntington Drive, San Marino, California. The stated base pay range is $37.00–$65.50; pay may vary based on performance, skills, experience, and work location, and employees may be eligible for incentives.

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 work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance licenses must be 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.
FINRA Series 65 (or equivalent) is required within a specified period in certain listed states, subject to applicable state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Must meet enhanced financial fitness and criminal background standards and maintain required FINRA licenses for continued employment.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Bilingual speaking proficiency in Mandarin.
Bilingual speaking proficiency in Cantonese.
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.
Ability to communicate clearly and confidently, listen with empathy, and 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 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

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, providing comprehensive multi-product guidance and ongoing reviews as customers’ needs change.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and convert qualified opportunities into outcomes.
Educate customers about self-service and mobile banking options to improve engagement, satisfaction, and service efficiency.
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.
Support customers’ everyday banking needs, including opening accounts and handling service requests.