Senior Premier Banker Alameda Marina

Wells Fargo & Company•Alameda, CA

16d•$37 - $66

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve affluent customers and customers with complex financial needs as their primary point of contact for banking products and services. The role grows and manages a defined book of business through scheduled appointments, lobby engagement, proactive outreach, meaningful financial discovery, and goals-based planning. The banker translates customer goals into comprehensive strategies and delivers guidance across deposits, investments, credit, home lending, and business banking, while also helping with everyday banking needs such as opening accounts and handling service requests. The position involves collaborating with partners in Wealth, Home Lending, and Business Banking to provide integrated solutions and a differentiated customer experience. The banker promotes digital and mobile banking, supports colleagues with relationship development and complex client needs, and applies sound risk oversight and compliance practices. Wells Fargo provides digital tools, training, and coaching, and the role 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 successful completion, the employee transitions to the Senior Branch Premier Banker (SAFE) role and, if not fully licensed, participates in the Branch Network Licensed Banker program. Required licenses must be obtained and maintained for continued employment. The position is not eligible for visa sponsorship.

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.
FINRA Series 6 and Series 63, or FINRA-recognized equivalents, and state insurance license(s), active or completed within the designated timeframe.
Securities Industry Essentials (SIE) exam if FINRA qualification exams were earned after September 30, 2018.
FINRA Series 65 or equivalent within the specified timeframe for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
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 customer relationships through outreach and strong internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through to support 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.
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.
Serve as the primary financial partner, providing comprehensive, multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Encourage digital adoption by educating customers about self-service and mobile banking options.
Advise branch colleagues on relationship development and complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Assist customers with everyday banking needs, including opening accounts and handling service requests.