Senior Premier Banker - Santa Barbara Branch

Wells Fargo Bank•Santa Barbara, CA

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 owns and grows a defined book of business, uses goals-based planning and prudent risk oversight, and provides 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. Success depends on building trusted relationships, proactively engaging customers, managing a portfolio, and collaborating with partners in Wealth, Home Lending, and Business Banking. The employee is supported with digital tools, training, and coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; eligible employees then transition to the Senior Branch Premier Banker (SAFE) role and participate in the Branch Network Licensed Banker program while unlicensed. The position requires FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses, either active or completed within a designated timeframe. Some states additionally require Series 65 or an equivalent within a specified period. SAFE registration is required at employment, and continued employment requires maintaining required FINRA licenses. The role is subject to enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship. 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 offers eligible employees a comprehensive benefits package.

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 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.
Series 65 or equivalent within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
Obtain and maintain required FINRA licenses for continued employment; SAFE registration is required at the time of employment.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet applicable 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 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 an 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-based conversations to understand customer goals and provide tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customer needs evolve.
Collaborate with Wealth, Home Lending, and Business Banking partners by coordinating warm introductions, setting expectations, and taking ownership of qualified opportunities through close.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction and service efficiency.
Advise branch colleagues on relationship development and complex client needs as an active member of the branch team.
Maintain risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
Assist customers with everyday banking needs, including opening accounts and handling service requests.