Senior Premier Banker Countyline District

Wells Fargo•Oak Park, CA

4d•$37 - $66•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role develops, 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 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 solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests, while collaborating with partners in Wealth, Home Lending, and Business Banking. The position is intended for growth-oriented professionals who lead with advice, discover customer goals, and turn them into financial strategies. Wells Fargo provides digital tools, training, and ongoing coaching. Employees hired into the Senior Branch Premier Banker LP (license pending) role remain in that temporary role until they complete licensing requirements and SAFE registration, after which they transition to Senior Branch Premier Banker (SAFE).

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 FINRA-recognized equivalents) and state insurance license(s), active or completed within the designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Ability to work a schedule that includes most Saturdays.
Not eligible for visa sponsorship.
FINRA Series 65 (or equivalent) examination is additionally required within a specified period for hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, subject to stated state-specific requirements.

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 support 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 quickly build credibility and trust.
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.
FINRA Series 6 and 63 exams (or FINRA-recognized equivalents) completed sufficiently to qualify for immediate FINRA registration.
State insurance license(s).

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 by providing multi-product guidance and ongoing reviews in response to 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 personally follow through on qualified opportunities.
Educate customers on self-service and mobile banking options to encourage digital adoption and improve customer satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and management of complex client needs.
Maintain risk excellence through accurate documentation, sound judgment, timely escalation, and compliance with policies and regulations.
Support customers’ everyday banking needs, including opening accounts and handling service requests.
Follow applicable risk programs, policies, procedures, and compliance obligations; monitor, identify, escalate, and remediate issues as appropriate.