Senior Premier Banker Mission Hills

Wells Fargo•Mission Hills, CA

7d•$37 - $66

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows 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 uses discovery and goals-based planning to develop financial strategies and 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 banker owns and actively grows a defined book of business, delivers comprehensive guidance and ongoing reviews, and collaborates with Wealth, Home Lending, and Business Banking partners to coordinate solutions. The position also promotes digital banking adoption, supports colleagues with complex client needs, and maintains strong risk and compliance practices. Wells Fargo provides digital tools, training, coaching, and a platform for 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 who are not fully licensed will participate in the Branch Network Licensed Banker program. Required licenses and registrations must be obtained and maintained for continued employment. The role requires working a schedule that includes most Saturdays and 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.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; the SIE is also required for applicable exams earned after September 30, 2018.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Required FINRA licenses must be obtained and maintained for continued employment.
For hires in specified states, FINRA Series 65 (or equivalent) is also required within a specified period, subject to state requirements.
Meet enhanced financial fitness and criminal background standards; loan originators must meet LO/CFPB requirements and Wells Fargo policies.
Ability to work a schedule that includes most Saturdays.

Nice To Haves

Experience recommending financial products and translating customer goals into 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 empathetically, and build credibility and trust.
Financial services 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 outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that strengthen relationships, retention, and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and follow through on qualified opportunities.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve 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.
Assist customers with everyday banking needs, including opening accounts and handling service requests.