Senior Premier Banker Waterford Plaza

Wells Fargo & Company•San Jose, CA

10d•$37 - $66

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve as a primary financial partner for affluent customers and customers with complex financial needs. The role grows and manages customer relationships through scheduled appointments, lobby engagement, proactive outreach, and ongoing reviews. The banker owns and actively grows a defined book of business, using goals-based planning and prudent risk oversight to recommend 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 partners across Wealth, Home Lending, and Business Banking. The position emphasizes relationship building, proactive customer engagement, informed financial decisions, and a seamless customer experience. Wells Fargo provides digital tools, training, and coaching to support performance and career growth. Employees hired into the Senior Branch Premier Banker LP (license pending) role are in a temporary position until they complete licensing requirements and SAFE registration. Once completed, they transition to the Senior Branch Premier Banker (SAFE) role and, if not fully licensed, participate in the Branch Network Licensed Banker program. Required FINRA licenses and state insurance licenses must be active or completed within the designated timeframe and maintained for continued employment. SAFE registration is required at employment; Wells Fargo initiates the process after the start date. 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 period for hires in the listed states, subject to applicable state requirements.
SAFE registration at the time of employment.
Ability to work a schedule that includes most Saturdays.
Ability to meet enhanced financial fitness and criminal background standards and maintain required FINRA licenses for continued employment.
For loan originators, compliance with LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
Demonstrated ability to source, acquire, and deepen relationships through proactive 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 the ability to establish 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.
Successful completion of FINRA Series 6 and 63 exams, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Acquire affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned appointments.
Lead discovery 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 by 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.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve service efficiency.
Advise branch colleagues on relationship development and management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues in a timely manner, and follow policies and regulations to support risk and control outcomes.
Support everyday banking needs, including opening accounts and handling service requests.