Senior Premier Banker Anaheim Hills

Wells Fargo Bank•Anaheim, CA

5d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows, deepens, 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-driven, advice-led conversations to understand customer goals and translate them into comprehensive financial strategies, while owning and actively growing a defined book of business with prudent risk oversight. The position provides integrated guidance across deposits, investments, credit, home lending, and business banking, as well as assistance with everyday banking needs such as opening accounts and handling service requests. The banker collaborates with Wealth, Home Lending, and Business Banking partners to deliver a differentiated customer experience and helps customers use digital and mobile banking options. 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. Employees hired into this role who are not fully licensed participate in the Branch Network Licensed Banker program. The role requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and enhanced financial fitness and criminal background standards. The position is not eligible for Visa sponsorship.

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, 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 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; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
Series 65 (or equivalent) required within a specified period for hires in the listed states, subject to state regulations.
SAFE registration required at employment; Wells Fargo initiates the process after the start date.
Ability to meet enhanced financial fitness and criminal background standards; required licenses must be obtained and maintained for continued employment.
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, 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 with empathy, and build credibility and trust quickly.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
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

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 recommend 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, providing comprehensive multi-product guidance and ongoing reviews based on customers’ life stages and evolving financial needs.
Coordinate with Wealth, Home Lending, and Business Banking partners, including making warm introductions, setting expectations, and taking ownership of qualified opportunities through to outcomes.
Educate customers about self-service and mobile banking options to support digital adoption, satisfaction, and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.