Senior Premier Banker Valley Gateway

Wells Fargo•Burbank, CA
•$37 - $66•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role manages and grows 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, 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. The position focuses on relationship growth through advice, customer discovery, ongoing reviews, and collaboration with partners in Wealth, Home Lending, and Business Banking. The banker promotes digital banking, supports colleagues with relationship development and complex client needs, and maintains sound risk and compliance practices. Wells Fargo provides digital tools, industry training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed, 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 a schedule that includes most Saturdays and is not eligible for visa sponsorship. Branch locations are in Burbank, Glendale, Hollywood, Silver Lake, Sunset-Vermont, and Toluca Lake, California; availability may vary by location.

Requirements

  • At least 4 years of customer service experience, or equivalent demonstrated through work experience, 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 FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
  • FINRA Series 65 (or equivalent) is additionally required within a specified period in listed states, subject to state regulations; Wyoming has a stated referral-only exception.
  • SAFE registration is required at employment; Wells Fargo initiates the process after the start date.
  • Required FINRA licenses must be obtained and maintained for continued employment. Enhanced financial fitness and criminal background standards apply; Wells Fargo begins its FINRA review after an offer is accepted.
  • Loan originators must meet LO/CFPB requirements and Wells Fargo standards regarding financial responsibility, character, fitness, and criminal background; credit-report review and additional ongoing screening may apply.
  • 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 improve 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 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 recommend tailored banking and credit strategies that strengthen relationships, improve retention, and support growth across deposits, lending, and investments.
  • Serve as the primary financial partner, providing comprehensive, multi-product guidance and ongoing reviews based on customers’ life stages and evolving 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 managing complex client needs.
  • Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong control outcomes.
  • Meet applicable risk, compliance, financial fitness, licensing, registration, and background-screening requirements.

Benefits

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement
  • Incentive opportunities may be available
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