Senior Premier Banker - San Marcos Main

Wells Fargo•San Marcos, CA

1d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve as a pivotal role within its National Branch Network. This position involves growing, deepening, and managing relationships with affluent customers and those with complex financial needs, acting as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The role is designed for growth-oriented professionals who lead with advice to acquire and deepen relationships by understanding customer goals and translating them into comprehensive financial strategies. The banker will own and actively grow a defined book of business, utilizing goals-based planning and risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. Additionally, the role includes assisting customers with everyday banking needs, opening accounts, and handling service requests to ensure a seamless experience. Success is driven by strong relationship acumen, proactive customer engagement, and collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience. Wells Fargo supports this role with digital tools, industry-leading training, and ongoing coaching, offering a clear platform for career growth for experienced professionals skilled in building trust, managing portfolios, and delivering holistic, multi-product solutions. The Senior Branch Premier Banker LP (license pending) role is a temporary position until licensing requirements and SAFE registration are successfully completed, after which employees transition to the Senior Branch Premier Banker (SAFE) role and participate in the Branch Network Licensed Banker program if not fully licensed.

Requirements

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services
Ability to work a schedule that will include most Saturdays
FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe
For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required
For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement
Obtaining and maintaining required FINRA licenses is necessary for continued employment
Meeting enhanced financial fitness and criminal background standards
SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date
Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations
Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience
Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
Experience coaching or supporting peers to strengthen team performance and customer impact
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
3+ years of experience in a licensed financial services position
Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
State Insurance license(s)

Responsibilities

Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes