Senior Premier Banker Union Landing

Wells Fargo Bank•Union City, CA

5d•Onsite

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 contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and 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 also supports everyday banking needs, including opening accounts and handling service requests. The position emphasizes relationship development, proactive customer engagement, and collaboration with Wealth, Home Lending, and Business Banking partners. Wells Fargo provides digital tools, training, coaching, and a platform for career growth. Applicants hired into the Senior Branch Premier Banker LP (license pending) role will remain in that temporary role until they complete licensing requirements and SAFE registration, then transition to the Senior Branch Premier Banker (SAFE) role. The position is located at 30915 Courthouse Drive, Union City, California 94587. The listed base pay range is $37.00–$65.50; pay may vary based on performance, skills, experience, or work location, and employees may be eligible for incentives. The role 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-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 listed states, subject to applicable state requirements.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
Must meet enhanced financial fitness and criminal background standards; applicable loan originator requirements and screening also apply.
The role is not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Demonstrated 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 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

Acquire new affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and recommend tailored banking and credit strategies that strengthen relationships, improve retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews based on customers’ life stages and evolving needs.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
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 the management of complex client 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.