Senior Premier Banker Alameda Marina

Wells Fargo Bank•Marina, CA

15d

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role develops and manages relationships with affluent customers and customers with complex financial needs, serving as their primary contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and 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. Success depends on building trust, proactive customer engagement, and collaboration with partners across Wealth, Home Lending, and Business Banking. Wells Fargo provides digital tools, training, coaching, and a platform for career growth. The Senior Branch Premier Banker LP (license pending) position is temporary until the employee completes licensing requirements and SAFE registration, after which the employee transitions to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed upon hire participate in the Branch Network Licensed Banker program. The position requires FINRA Series 6 and Series 63 (or recognized equivalents), applicable state insurance licenses, and SAFE registration. Some states additionally require Series 65 or an equivalent within a specified period. Required licenses must be maintained for continued employment. Enhanced financial fitness and criminal background standards apply, and the role is not eligible for visa sponsorship. The stated base pay range is $37.00–$65.50; employees may also be eligible for incentive opportunities.

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 a designated timeframe.
SAFE registration at the time of employment; Wells Fargo will initiate the process after the start date.
Securities Industry Essentials (SIE) exam if a FINRA qualification exam was earned after September 30, 2018.
Series 65 (or equivalent) within a specified period for hires in the listed states, subject to applicable state requirements.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards.
Meet applicable loan-originator and CFPB requirements and Wells Fargo policies, including financial responsibility, character, fitness, and criminal background standards.

Nice To Haves

Experience recommending financial products and translating customer goals into 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 to improve team performance and customer impact.
Clear, confident communication; empathetic listening; and the 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.
Completed FINRA Series 6 and Series 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 strategic outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies.
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews across customers’ life stages and changing needs.
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions, make warm introductions, set expectations, and follow qualified opportunities through to outcomes.
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 comply with policies and regulations.
Support everyday banking needs, including opening accounts and handling service requests.