Senior Premier Banker Golden Gate Financial District

Wells Fargo Bank•San Francisco, CA

19d

About The Position

Wells Fargo is seeking 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 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, including opening accounts and handling service requests. Success depends on proactive customer engagement, strong relationship skills, and collaboration with Wealth, Home Lending, and Business Banking partners. The role is supported by digital tools, training, and coaching. Employees hired as Senior Branch Premier Banker LP (license pending) remain in that temporary role until licensing requirements and SAFE registration are completed; they then transition to Senior Branch Premier Banker (SAFE) and participate in the Branch Network Licensed Banker program while not fully licensed. The position requires the ability to work a schedule that includes most Saturdays. FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance licenses must be active or completed within a designated timeframe. The SIE exam is also required for applicable FINRA qualification exams earned after September 30, 2018. Certain states require Series 65 or equivalent within a specified period. Required FINRA licenses must be obtained and maintained for continued employment. SAFE registration is required at employment, with Wells Fargo initiating the process after the start date. The role is subject to enhanced financial fitness and criminal background standards, and loan originators must meet applicable LO/CFPB requirements and Wells Fargo policies. This position is not eligible for visa sponsorship. The listed base pay range is $37.00–$65.50; pay may vary based on factors including performance, skills, experience, and work location, and employees may be eligible for incentives.

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.
SIE exam for applicable FINRA qualification exams earned after September 30, 2018.
Series 65 or equivalent within a specified period for hires in the listed states, subject to state requirements.
SAFE registration at the time of employment.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
Obtain and maintain required FINRA licenses for continued employment.

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 support retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers.
Clear and confident communication, empathetic listening, and the 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.
Successful completion of FINRA Series 6 and 63 exams (or recognized equivalents) sufficient to qualify for immediate FINRA registration.

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.
Serve as the primary financial partner, providing multi-product guidance and ongoing reviews as customers’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set expectations, and take ownership of qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption.
Advise branch colleagues on relationship development and 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.