Senior Premier Banker East Bay Ridge

Wells Fargo•Oakland, 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 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, and collaborates with internal partners to provide a seamless customer experience. The position is suited to growth-oriented professionals who lead with advice, conduct meaningful discovery, and translate customer goals into comprehensive financial strategies. Wells Fargo provides digital tools, training, coaching, and 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. Required FINRA and state insurance licenses must be active or completed within the designated timeframe and maintained for continued employment. The role requires SAFE registration at employment. It is not eligible for visa sponsorship. The role is based at one of the listed East Bay branch locations in Oakland, Piedmont, or Castro Valley. The schedule includes most Saturdays. The stated base pay range is $37.00–$65.50; employees may also be eligible for incentive opportunities. Wells Fargo notes that pay may vary based on performance, skills, experience, and work location.

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.
Required FINRA Series 6 and Series 63 licenses or recognized equivalents, and state insurance license(s), active or completed within the designated timeframe; the SIE is also required for relevant FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is required within a specified period in certain listed states, subject to applicable state requirements.
SAFE registration is 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 Wells Fargo policies.
This position is not eligible for visa sponsorship.

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.
Clear, 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.
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

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 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 changing financial needs.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and take ownership of qualified opportunities through to 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 managing complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Meet applicable risk-program, compliance, monitoring, governance, escalation, and remediation obligations.