Senior Premier Banker Greater San Francisco

Wells Fargo•San Francisco, CA

2d•$37 - $66•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, branch engagement, and proactive outreach. The banker owns and grows a defined book of business, uses goals-based planning and prudent risk oversight, and delivers 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 Wealth, Home Lending, and Business Banking partners to provide a differentiated customer experience. The banker leads advice-based conversations, discovers customer goals, makes tailored recommendations, and conducts ongoing reviews as customers’ needs evolve. They promote digital banking and self-service options, contribute to branch team performance, and maintain sound documentation, judgment, and compliance practices. Wells Fargo provides digital tools, training, coaching, and 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, after which the employee transitions 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 position requires most Saturdays, active or timely completion of specified FINRA and state insurance licenses, and SAFE registration at employment. It is not eligible for visa sponsorship. Locations are listed at multiple Wells Fargo branches in San Francisco, California; availability may vary. The stated base pay range is $37.00–$65.50, with possible 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 the designated timeframe; the SIE is also required for applicable qualification exams earned after September 30, 2018.
Series 65 (or equivalent) examination within a specified period for hires in the listed states, subject to applicable state requirements.
SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards, as well as applicable Loan Originator/CFPB requirements.
Must be able to work a schedule that includes most Saturdays.
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.
Successfully completed FINRA Series 6 and Series 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 outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Serve as a primary financial partner by providing multi-product guidance and ongoing reviews in response to customers’ changing needs and life stages.
Coordinate with Wealth, Home Lending, and Business Banking partners, arrange warm introductions, set expectations, and take ownership of qualified opportunities through completion.
Educate customers on self-service and mobile banking to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
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.
Meet required licensing and SAFE registration requirements and maintain required FINRA licenses for continued employment.
Work a schedule that includes most Saturdays.