Senior Premier Banker - Hastings Ranch

Wells Fargo•Pasadena, CA

1d•$37 - $66•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to grow, deepen, and manage relationships with affluent customers and customers with complex financial needs. The banker serves as a primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The role owns and actively 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. It also supports everyday banking needs, including opening accounts and handling service requests, while providing a seamless customer experience. The role emphasizes advice-led relationship development, meaningful customer discovery, comprehensive financial strategies, and collaboration with partners in Wealth, Home Lending, and Business Banking. The employee will have digital tools, training, coaching, and opportunities for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; employees then transition 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. This position is based at the Hastings Ranch branch in Pasadena, California. The schedule includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe, and maintaining required FINRA licenses is necessary for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the employee starts. The position is not eligible for visa sponsorship. The base pay range is $37.00–$65.50; employees may also be eligible for 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 FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
In specified states, FINRA Series 65 or equivalent is required within a specified period; state requirements may change.
SAFE registration is required at the time of employment.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
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 customer relationships through outreach and strong internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through consistently to support 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.
At least 3 years of experience in a licensed financial services position.
Successful completion of FINRA Series 6 and 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 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 in response to customers’ life stages and changing financial needs.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, make warm introductions, set expectations, and personally follow through on 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 escalation, and adherence to policies and regulations.
Meet applicable risk program and compliance obligations, monitor and identify risk, and escalate and remediate issues appropriately.
Work a schedule that includes most Saturdays.
Obtain and maintain required FINRA licenses and state insurance licenses and complete SAFE registration requirements.