Senior Premier Banker Serramonte

Wells Fargo & Company•Daly City, CA

8d•$37 - $66

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) within 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 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, while working with internal partners to provide a seamless customer experience. The position is suited to growth-oriented professionals who lead with advice, conduct meaningful discovery, and translate customer goals into comprehensive financial strategies. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration; successful completion results in 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 role requires working a schedule that includes most Saturdays. Required FINRA and state insurance licenses must be active or completed within a designated timeframe, and maintaining required licenses is necessary for continued employment. SAFE registration is required at employment, and Wells Fargo initiates the process after the start date. The position is not eligible for visa sponsorship. The advertised 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 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.
Securities Industry Essentials (SIE) exam if FINRA qualification exams were earned after September 30, 2018.
FINRA Series 65 or equivalent within a specified period for hires in the listed states; requirements may change based on state regulations.
SAFE registration at the time of employment.
Ability to work a schedule that includes most Saturdays.
Meet enhanced financial fitness and criminal background standards; required licenses must be maintained for continued employment.
Not eligible for visa sponsorship.

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 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 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.
Successful completion of FINRA Series 6 and Series 63 exams, or FINRA-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 strategic outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that strengthen relationships, increase 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’ needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners, make warm introductions, set clear expectations, and take ownership of qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to encourage digital adoption and improve satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and the management of complex client needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Fulfill applicable risk program, compliance, monitoring, escalation, and remediation responsibilities.