Senior Premier Banker - Westside District

Wells Fargo Bank•Santa Monica, CA

1d•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 owns and actively grows a defined book of business, uses goals-based planning and prudent risk oversight, and provides 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 focuses on advice-led customer relationships, meaningful discovery, and translating customer goals into comprehensive financial strategies. The banker collaborates with partners in Wealth, Home Lending, and Business Banking, and is supported by digital tools, training, and ongoing coaching. 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. The role requires a schedule that includes most Saturdays. Required licenses must be active or completed within a designated timeframe and maintained for continued employment. Enhanced financial fitness and criminal background standards apply. SAFE registration is required at employment, with Wells Fargo initiating the process after the employee's start date. Loan Originators must meet LO/CFPB requirements and Wells Fargo standards. A credit report may be reviewed, and additional ongoing screening may apply. The position is not eligible for visa sponsorship. Listed work locations are branches in Santa Monica, Los Angeles, Malibu, Marina Del Rey, and Pacific Palisades, California.

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.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and state insurance license(s), active or completed within a designated timeframe.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
For hires in 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, FINRA Series 65 (or equivalent) is required within a specified period, subject to current state regulations. Wyoming allows referral-only licensed bankers to obtain IAR registration without the Series 65/66 exam requirement.
Maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
Meet LO/CFPB requirements and Wells Fargo policies for Loan Originators, including financial responsibility, character, fitness, and criminal background standards.
Ability to work a schedule that includes most Saturdays.

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 consistently to drive retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to strengthen team performance and customer impact.
Clear and 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 63 exams (or FINRA-recognized equivalents) sufficient to qualify for immediate FINRA registration.

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 deliver tailored banking and credit strategies that strengthen relationships, improve retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews as customers' life stages and financial needs evolve.
Coordinate with professionals in Wealth, Home Lending, and Business Banking to provide integrated solutions, make warm introductions, set clear expectations, and take ownership of converting qualified opportunities into closed outcomes.
Educate customers on self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and managing complex client needs.
Maintain risk excellence through accurate documentation, sound judgment, timely escalation, and compliance with policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.