Senior Premier Banker Blossom Hill

Wells Fargo•Los Gatos, CA

8d•$37 - $66

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The position grows, deepens, and manages relationships with affluent customers and customers with complex financial needs, acting as their primary point of contact for banking products and services. Engagement occurs through scheduled appointments, lobby interactions, 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 spanning deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests, while working with internal partners to provide a seamless customer experience. The banker leads with advice, uses discovery to understand customer goals, and turns those goals into comprehensive financial strategies. They collaborate with colleagues in Wealth, Home Lending, and Business Banking, and support branch colleagues with relationship development and complex client needs. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) position is temporary until licensing requirements and SAFE registration are completed; employees then transition 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 requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and applicable financial fitness and background standards. A schedule will include most Saturdays. The role is not eligible for visa sponsorship. The stated base pay range is $37.00–$65.50; incentive opportunities may also be available.

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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63, or recognized equivalents, and state insurance license(s), active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent within a specified period if hired in a state listed in the posting, subject to applicable state requirements.
SAFE registration at the time of employment; Wells Fargo initiates the registration process after the start date.
Meet enhanced financial fitness and criminal background standards; required licensing and registration must be maintained for continued employment.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into actionable recommendations.
Ability to proactively source, acquire, and deepen customer 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 improve team performance and customer impact.
Clear and confident communication, empathetic listening, and ability to build credibility and trust.
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.
FINRA Series 6 and Series 63, or recognized equivalents, completed sufficiently to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire affluent consumer and business customers and deepen existing relationships through outreach, referrals, and planned appointments.
Lead discovery 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 by providing 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 follow qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve service efficiency.
Advise branch colleagues on relationship development and management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.
Meet and maintain required FINRA licenses, state insurance licenses, and SAFE registration requirements.