Senior Premier Banker - Ojai Branch

Wells Fargo Bank•Ojai, CA

22h•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 leads advice-driven conversations, discovers customer goals, and translates them into comprehensive financial strategies. The role owns and actively grows a defined book of business, using goals-based planning and prudent risk oversight to deliver solutions across deposits, investments, credit, home lending, and business banking. It also supports everyday banking needs, including opening accounts and handling service requests. Success depends on relationship-building, proactive customer engagement, and collaboration with partners in Wealth, Home Lending, and Business Banking. The banker provides ongoing reviews and multi-product guidance, coordinates warm introductions, supports digital adoption, and helps colleagues manage relationships and complex client needs. The role requires accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed when hired participate in the Branch Network Licensed Banker program. The role requires a schedule that includes most Saturdays. It is not eligible for visa sponsorship. The stated base pay range is $37.00–$65.50; employees may also be eligible for incentive opportunities.

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
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) 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 for hires in the listed states, subject to applicable state requirements.
SAFE registration is required at the time of employment; Wells Fargo initiates the registration process after the start date.
Required FINRA licenses must be obtained and maintained for continued employment.
Must meet enhanced financial fitness and criminal background standards.
Loan Originators must meet LO/CFPB requirements and Wells Fargo standards concerning financial responsibility, character, fitness, and criminal background.

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 consistently 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.
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

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 provide tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, providing comprehensive, multi-product guidance and ongoing reviews for customers’ evolving needs.
Partner with professionals across Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into closed outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and management of complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk controls.
Support customers’ everyday banking needs, including opening accounts and handling service requests.