Senior Premier Banker Warner Ranch

Wells Fargo•Los Angeles, CA

2d•$37 - $66

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) to work in its National Branch Network. The role focuses on acquiring, growing, and managing relationships with affluent customers and customers with complex financial needs. The banker serves as their primary point of contact for banking products and services through appointments, lobby engagement, and proactive outreach, and owns and actively grows a defined book of business. The role uses goals-based planning and prudent risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking. It also supports everyday banking needs, including opening accounts and handling service requests. The banker leads advice-based, discovery-driven conversations, provides comprehensive multi-product guidance and ongoing reviews, and collaborates with Wealth, Home Lending, and Business Banking partners to deliver coordinated customer solutions. The role also promotes digital banking, supports colleagues with relationship development and complex client needs, and maintains sound risk and compliance practices. Wells Fargo provides digital tools, training, and ongoing coaching, with a platform 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 who are not fully licensed participate in the Branch Network Licensed Banker program. Required licenses must be obtained and maintained for continued employment. This position is not eligible for visa sponsorship.

Requirements

4+ years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.
Ability to work a schedule that will include most Saturdays.
FINRA Series 6 and Series 63 examinations, or recognized equivalents, and state insurance license(s) must be 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.
FINRA Series 65 or equivalent is also required within a specified period for hires in the listed states: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, subject to state requirements.
SAFE registration is required at the time of employment; Wells Fargo will initiate the process after the start date.
Must meet applicable loan-originator requirements and Wells Fargo standards for financial responsibility, character, fitness, and background screening.
Required FINRA licenses must be obtained and maintained for continued employment.

Nice To Haves

Proven ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and following through to support retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services to consumer and business customers.
Ability to encourage digital adoption by educating customers about self-service and mobile banking.
Clear and confident communication, empathetic listening, and the ability to build credibility and trust.
1+ year of financial services experience in consumer banking, home lending, business banking, or investments.
Successful completion of FINRA Series 6 and Series 63 examinations, 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 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 comprehensive multi-product guidance and ongoing reviews as customers' needs evolve.
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners, setting clear expectations and taking ownership of qualified opportunities.
Educate customers about self-service and mobile banking options to encourage digital adoption.
Advise branch colleagues on relationship development and complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Support applicable risk programs and compliance obligations, including monitoring, issue identification, escalation, and remediation.