Senior Premier Banker - Torrance Coastal

Wells Fargo Bank•Torrance, CA

6d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role focuses on growing, deepening, and managing 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 actively 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, including opening accounts and handling service requests. The position relies on relationship-building, proactive customer engagement, and collaboration with Wealth, Home Lending, and Business Banking partners to deliver an integrated customer experience. Wells Fargo provides digital tools, industry-leading training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration; eligible employees then transition to the Senior Branch Premier Banker (SAFE) role and may participate in the Branch Network Licensed Banker program. The position requires FINRA Series 6 and Series 63 (or recognized equivalents), state insurance licenses, and SAFE registration. Additional licensing requirements may apply depending on the state. Required licenses must be obtained and maintained for continued employment. The role also requires meeting enhanced financial fitness and criminal background standards. It is not eligible for visa sponsorship. The position may be based at one of the listed branch locations in the Torrance Coastal area, subject to availability. The stated base pay range is $37.00–$65.50; employees may also be eligible for incentive opportunities.

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
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 a designated timeframe.
Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
FINRA Series 65 (or equivalent) within a specified period for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration at the time of employment; Wells Fargo initiates the process after the employee starts.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and applicable Wells Fargo policies.
Obtain and maintain required FINRA licenses for continued employment.

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 consistently 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 build credibility and trust quickly.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
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 new 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 strengthen relationships, improve retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customers’ life stages and financial needs evolve.
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 to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve customer engagement and service efficiency.
Advise branch colleagues on relationship development and managing complex client needs.
Maintain accurate documentation, use sound judgment, escalate issues promptly, and follow policies and regulations to support effective risk controls.
Assist customers with everyday banking needs, including opening accounts and handling service requests.