Senior Premier Banker Mid-Peninsula District

Wells Fargo•Redwood City, CA

1d•$37 - $66•Onsite

About The Position

Wells Fargo is hiring 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 contact for banking products and services. The banker owns and actively grows a defined book of business, using goals-based planning and prudent risk oversight to provide 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 relationships through customer discovery, tailored financial strategies, proactive engagement, and ongoing reviews. The banker collaborates with Wealth, Home Lending, and Business Banking partners, champions digital banking adoption, and supports colleagues with complex client needs. Wells Fargo provides digital tools, training, and ongoing coaching. 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 hired into the LP role who are not fully licensed participate in the Branch Network Licensed Banker program. 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.
FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within the designated timeframe.
Securities Industry Essentials (SIE) exam, when required for FINRA qualification exams earned after September 30, 2018.
SAFE registration at the time of employment.
Ability to work a schedule that includes most Saturdays.
Ability to meet enhanced financial fitness and criminal background standards and applicable Loan Originator/CFPB requirements.
Required FINRA licenses must be obtained and maintained for continued employment.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
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.
Clear, confident communication; empathetic listening; and ability to 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.
Completed FINRA Series 6 and Series 63 exams, or 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 conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers' needs evolve.
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking to deliver integrated solutions and convert qualified opportunities into outcomes.
Educate customers about self-service and mobile banking options to encourage digital adoption.
Advise colleagues on relationship development and the management of complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Meet required FINRA licensing and SAFE registration requirements and maintain required licenses.