Senior Premier Banker Warner Ranch

Wells Fargo Bank•Woodland Hills, CA

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, acting as their primary 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, including opening accounts and handling service requests. Success depends on relationship-building, proactive engagement, and collaboration with Wealth, Home Lending, and Business Banking partners. The banker helps customers make informed financial decisions and delivers a seamless, differentiated experience. Wells Fargo provides digital tools, training, and coaching to support performance and career growth. The Senior Branch Premier Banker LP (license pending) position is temporary until licensing requirements and SAFE registration are successfully completed. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program and transition to the Senior Branch Premier Banker (SAFE) role after completing the requirements. The position requires FINRA licenses, applicable state insurance licenses, and SAFE registration, as well as compliance with enhanced financial fitness and background standards. It 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.
FINRA Series 6 and Series 63 (or recognized equivalents), and applicable State Insurance license(s), active or completed within the designated timeframe; the SIE is also required for FINRA qualification exams earned after September 30, 2018.
Series 65 (or equivalent) within the specified period for hires in the states listed in the posting, subject to applicable state requirements.
SAFE registration at the time of employment; Wells Fargo initiates the process after the start date.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo policies.
Maintain required FINRA licenses for continued employment.

Nice To Haves

Ability to source, acquire, and deepen relationships through proactive outreach and strong internal partnerships.
Knowledge of book-of-business management, documenting planning conversations, and consistent follow-through to support retention and balanced growth across deposits, lending, and investments.
Experience assessing needs and recommending products and services to consumer and business customers.
Ability to promote digital adoption by educating customers about self-service and mobile banking.
Clear, confident communication; empathetic listening; and the ability to build credibility and trust.
At least 1 year of financial services experience in consumer banking, home lending, business banking, or investments.
Completed FINRA Series 6 and Series 63 examinations (or recognized equivalents) sufficient 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.
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 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.
Help customers with everyday banking needs, including opening accounts and handling service requests.