Senior Premier Banker Noe Valley

Wells Fargo & Company•San Francisco, CA

2d•$37 - $66

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 customers with complex financial needs, serving as their primary contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and 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 calls for an advice-led approach to acquiring and deepening customer relationships, understanding customer goals, and translating them into comprehensive financial strategies. The banker collaborates with Wealth, Home Lending, and Business Banking partners, supports colleagues with relationship development and complex client needs, and promotes digital banking tools. Wells Fargo provides digital tools, training, and ongoing coaching to support customer outcomes and career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes the required licensing and SAFE registration; the employee then 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 SAFE registration at employment and active or timely completion and maintenance of required FINRA and state insurance licenses. This position is not eligible for visa sponsorship.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination of these.
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; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) examination within a specified period if hired in one of the listed states, subject to applicable state requirements.
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; the role is subject to enhanced financial fitness and criminal background standards.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.
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 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.
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 support retention and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners, set expectations, and take ownership of qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction and service efficiency.
Advise branch colleagues on relationship development and managing complex client needs.
Maintain accurate documentation, use sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Meet applicable licensing, SAFE registration, financial fitness, and background-screening requirements.