Senior Premier Banker Evergreen

Wells Fargo•San Jose, CA

2d•$37 - $66

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) to grow, deepen, and manage relationships with affluent customers and people with complex financial needs. The banker serves as a primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The position involves owning and growing a defined book of business, using goals-based planning and prudent risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking. The banker also supports everyday banking needs, including opening accounts and handling service requests, and collaborates with partners across Wealth, Home Lending, and Business Banking to provide a differentiated customer experience. The role 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, after which the employee transitions 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. The position requires working a schedule that includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe; maintaining required licenses is necessary for continued employment. SAFE registration is required at the time of employment, and Wells Fargo initiates the process after the employee's start date. The role requires enhanced financial fitness and criminal background standards, and is not eligible for visa sponsorship.

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.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and applicable state insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam if FINRA qualification exams were earned after September 30, 2018.
FINRA Series 65 (or equivalent) within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration at the time of employment.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating 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 strengthen team performance and customer impact.
Clear and 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.
FINRA Series 6 and 63 (or recognized equivalents) completed sufficiently 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 a primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customer needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, provide warm introductions, set expectations, and take ownership of converting qualified opportunities into outcomes.
Educate customers on self-service and mobile banking options to encourage digital adoption and improve satisfaction and service efficiency.
Advise branch colleagues on relationship development and managing complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk controls.
Help customers with everyday banking needs, including opening accounts and handling service requests.