Senior Premier Banker - Westside District

Wells Fargo•Malibu, CA

1d•$37 - $66•Onsite

About The Position

Wells Fargo is hiring 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 provides integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, such as opening accounts and handling service requests, and collaborates with partners across Wealth, Home Lending, and Business Banking to provide a differentiated customer experience. The position is supported by digital tools, training, and ongoing coaching, and offers a platform for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration; upon completion, the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed when hired into the LP role participate in the Branch Network Licensed Banker program. The role requires a schedule that includes most Saturdays. The position requires FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses, active or completed within a designated timeframe. The SIE exam is also required for FINRA qualification exams earned after September 30, 2018. Series 65 (or equivalent) is required within a specified period in certain states. Maintaining required FINRA licenses is necessary for continued employment. SAFE registration is required at employment, and loan originators must meet LO/CFPB requirements and Wells Fargo policies. This position is not eligible for visa sponsorship. The listed base pay range is $37.00–$65.50; employees may also be eligible for incentive opportunities. Pay may vary based on factors such as prior performance, skills, experience, and work location. Eligible employees may receive benefits including health benefits, a 401(k) plan, paid time off, disability benefits, insurance, parental and caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents), and state insurance license(s), active or completed within a designated timeframe.
SIE exam required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) required within a specified period for hires in listed states, subject to current state regulations.
SAFE registration required at the time of employment.
Required FINRA licenses must be obtained and maintained for continued employment.
Meet enhanced financial fitness and criminal background standards; loan originators must meet LO/CFPB requirements and applicable Wells Fargo policies.
Ability to work a schedule that includes most Saturdays.

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 quickly.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
3+ years of experience in a licensed financial services position.
Successfully completed FINRA Series 6 and 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire new 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 provide 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 based on customers’ life stages and evolving needs.
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners, set clear expectations, and take ownership of converting qualified opportunities into closed outcomes.
Educate customers about self-service and mobile banking options to support digital adoption, satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and management of complex client needs.
Maintain accurate documentation, use sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk controls.
Support execution of applicable risk programs and Wells Fargo policies, including timely escalation and remediation of issues and sound risk decisions.