Senior Premier Banker Oak Grove Plaza

Wells Fargo•Concord, CA

4d•$37 - $66

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 point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and actively 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, such as opening accounts and handling service requests. The position focuses on advice-led customer relationships: learning customers’ goals, translating them into financial strategies, and conducting ongoing reviews as needs change. The banker collaborates with Wealth, Home Lending, and Business Banking partners, and promotes digital and mobile self-service options. The role includes supporting branch colleagues with relationship development and complex customer needs, while maintaining sound documentation, risk judgment, and compliance. Employees hired into the Senior Branch Premier Banker LP (license pending) role remain in that temporary role until they complete required licensing and SAFE registration, after which they transition to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program. Required FINRA and state insurance licenses must be active or completed within designated timeframes. SAFE registration is required at employment; Wells Fargo initiates the process after the employee starts. The position is not eligible for visa sponsorship and requires enhanced financial fitness and criminal background standards.

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 FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
FINRA Series 65 or equivalent within a specified period for hires in the states listed in the posting: 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. Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66.
SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Ability to work a schedule that includes most Saturdays.

Nice To Haves

Experience recommending financial products and turning customer goals into clear, actionable recommendations.
Ability to source, acquire, and deepen customer relationships through proactive outreach and strong internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through to support 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 ability to 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 Series 63 exams, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).

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 provide tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by offering comprehensive multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and take ownership of qualified opportunities through closure.
Educate customers about self-service and mobile banking options to support digital adoption, satisfaction, engagement, 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 customers’ everyday banking needs, including opening accounts and handling service requests.
Meet applicable risk, compliance, licensing, SAFE registration, and loan-originator requirements.