Senior Premier Banker Countyline District

Wells Fargo Bank•Thousand Oaks, CA

3d•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role builds, deepens, and manages relationships with affluent customers and people with complex financial needs, serving as their primary contact for banking products and services through scheduled appointments, branch interactions, and proactive outreach. The banker owns and grows a defined book of business, uses goals-based planning and prudent risk oversight, and provides integrated guidance across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking, including opening accounts and handling service requests. Success depends on strong relationship skills, proactive customer engagement, and close collaboration with partners in Wealth, Home Lending, and Business Banking. The employee will use digital tools, training, and coaching to deliver a differentiated customer experience and support informed financial decisions. The Senior Branch Premier Banker LP (license pending) position is temporary until licensing requirements and SAFE registration are completed; employees then transition to the Senior Branch Premier Banker (SAFE) role. Unlicensed hires participate in the Branch Network Licensed Banker program. The role requires FINRA licenses and state insurance license(s), either active or completed within a designated timeframe, as well as SAFE registration at employment. Additional licensing requirements may apply depending on the state. Continued employment requires obtaining and maintaining the required FINRA licenses. Candidates must meet enhanced financial fitness and criminal background standards. The position 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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63, or recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
Series 65 or equivalent is required within a specified period in certain listed states, subject to state regulations.
SAFE registration is required at the time of employment.
Must obtain and maintain required FINRA licenses for continued employment.
Must meet enhanced financial fitness and criminal background standards.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
Must be able to complete Wells Fargo’s screening requirements, which may include review of a credit report and additional ongoing screening.

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 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.
Clear, confident communication; empathetic listening; and the ability to 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 recognized equivalents, sufficient to qualify for immediate FINRA registration.

Responsibilities

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.
Serve as the primary financial partner by providing multi-product guidance and ongoing reviews aligned with customers’ life stages and changing financial needs.
Coordinate with Wealth, Home Lending, and Business Banking partners, 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.
Advise branch colleagues on relationship development and complex customer 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.