Senior Premier Banker Mid-Peninsula District

Wells Fargo•Redwood City, CA

5d•$37 - $66•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows, 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 scheduled appointments, lobby engagement, and proactive outreach. The banker owns and actively grows a defined book of business, using goals-based planning and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. The role also assists with everyday banking needs, including opening accounts and handling service requests, and collaborates with internal Wealth, Home Lending, and Business Banking partners to provide a differentiated customer experience. The position is designed for growth-oriented professionals who lead with advice, conduct meaningful discovery, and translate customer goals into comprehensive financial strategies. Wells Fargo provides digital tools, training, and ongoing coaching to support customer relationships and career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed. Employees hired into this role who are not fully licensed participate in the Branch Network Licensed Banker program, then transition to the Senior Branch Premier Banker (SAFE) role after successfully completing requirements. The position requires FINRA and state insurance licenses, SAFE registration, and applicable loan-originator compliance requirements. It is not eligible for visa sponsorship. The role is based at one of the listed Wells Fargo branches in Redwood City, Burlingame, or Woodside, California; availability may vary by location. The posted base pay range is $37.00–$65.50, with possible incentive opportunities.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
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 FINRA-recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
For hires in specified states, FINRA Series 65 (or equivalent) is also required within a specified period, subject to current state regulations; Wyoming permits referral-only licensed bankers to receive IAR registration without the Series 65/66 exam requirement.
Required FINRA licenses must be obtained and maintained for continued employment; the role also requires meeting enhanced financial fitness and criminal background standards.
SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background; a credit report may be reviewed and additional ongoing screening may apply.
Must be able to complete the licensing and registration requirements applicable to the role.
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 improve team performance and customer impact.
Ability to communicate clearly and confidently, listen empathetically, and 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.
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

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 strengthen relationships, increase 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 change.
Coordinate with Wealth, Home Lending, and Business Banking professionals to provide integrated solutions, make warm introductions, set expectations, and take ownership of qualified opportunities through closure.
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 issue escalation, and compliance with policies and regulations.
Fulfill applicable risk-program responsibilities, follow Wells Fargo policies and procedures, and escalate and remediate issues effectively.