Senior Premier Banker Ventura County District

Wells Fargo•Los Angeles, CA

4d•$37 - $66•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) within its National Branch Network. The role grows, deepens, and manages relationships with affluent customers and customers with more complex financial needs, serving as their primary point of contact for banking products and services. The banker engages customers through scheduled appointments, lobby interactions, and proactive outreach, owns and actively grows a defined book of business, and uses goals-based planning and prudent risk oversight to deliver solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests. The position focuses on advice-led relationship development, meaningful discovery, and translating customer goals into comprehensive financial strategies. The banker collaborates with internal partners in Wealth, Home Lending, and Business Banking to provide integrated solutions and a differentiated customer experience. Wells Fargo provides digital tools, training, and ongoing coaching to support customer service and 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 role requires SAFE registration at employment and required FINRA and state insurance licenses within applicable timeframes. It is not eligible for visa sponsorship.

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 the designated timeframe; SIE is also required for applicable FINRA qualification exams earned after September 30, 2018.
Series 65 (or equivalent) is also required within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration is required at the time of employment; obtaining and maintaining required FINRA licenses is necessary for continued employment.
Must meet enhanced financial fitness and criminal background standards; applicable loan originator requirements and Wells Fargo policies apply.
The position is not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, 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.
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.
Successful completion of FINRA Series 6 and Series 63 exams (or FINRA-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-driven 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 aligned with 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 take ownership of qualified opportunities through completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and management of complex customer needs.
Maintain risk excellence through accurate documentation, sound judgment, timely escalation, and compliance with policies and regulations.
Meet applicable licensing, SAFE registration, financial fitness, background, and ongoing employment requirements.