Senior Premier Banker Ventura County District

Wells Fargo Bank•Sherman Oaks, CA

2d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role develops 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 provides integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, such as opening accounts and handling service requests. Success requires strong relationship-building, proactive customer engagement, and close collaboration with Wealth, Home Lending, and Business Banking partners. Wells Fargo provides digital tools, training, and coaching to support customer service and career growth. The Senior Branch Premier Banker LP (license pending) position is temporary until the employee completes the required licensing and SAFE registration; eligible employees then transition 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. The role requires FINRA licenses and state insurance licenses to be active or completed within designated timeframes, as well as SAFE registration at employment. Enhanced financial fitness and criminal background standards apply. The position is not eligible for visa sponsorship. The schedule includes most Saturdays. The listed base pay range is $37.00–$65.50; pay may vary based on performance, skills, experience, and work location, and employees may be eligible for incentive opportunities.

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.
FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; required licenses must be maintained for continued employment.
SAFE registration at the time of employment; Wells Fargo will initiate the process after the start date.
SIE exam if FINRA qualification exams were earned after September 30, 2018.
Series 65 (or equivalent) within a specified period for hires in the listed states, subject to applicable state requirements.
Ability to work a schedule that includes most Saturdays.
Ability to 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 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 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.

Responsibilities

Proactively acquire affluent consumer and business customers and deepen existing relationships through outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and provide 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, providing multi-product guidance and ongoing reviews as customers’ needs change.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and follow through on qualified opportunities.
Promote digital adoption by educating customers about self-service and mobile banking options.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
Help customers with everyday banking needs, including opening accounts and handling service requests.