Senior Premier Banker Northwest Valley District

Wells Fargo•Los Angeles, CA

1d•$37 - $66•Onsite

About The Position

Wells Fargo is hiring a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role develops, 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. Customer interactions include scheduled appointments, lobby engagement, and proactive outreach. The banker owns and grows a defined book of business, uses goals-based planning and sound risk oversight, and delivers integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, such as opening accounts and handling service requests. The Senior Branch Premier Banker works with internal partners in Wealth, Home Lending, and Business Banking to provide a coordinated customer experience. Wells Fargo provides digital tools, training, and ongoing coaching. A temporary Senior Branch Premier Banker LP (license pending) role is used for employees who have not yet completed licensing requirements and SAFE registration; after successful completion, employees transition to the Senior Branch Premier Banker (SAFE) role. The position requires active or timely completion of specified FINRA and state insurance licenses, SAFE registration, and applicable loan-originator requirements. Employment also requires meeting enhanced financial fitness and criminal background standards. Visa sponsorship is not available. The role may be based at one of the listed Northwest Valley District branches, subject to availability, and its schedule includes most Saturdays.

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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63, or recognized equivalents, and applicable state insurance licenses; required licenses must be active or completed within a designated timeframe.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 or equivalent is required within a specified period for hires in the states listed in the posting, subject to stated exceptions and current state regulations.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Meet applicable loan-originator requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background.
Meet enhanced financial fitness and criminal background standards; ongoing screening may apply.
Visa sponsorship is not available.

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.
Ability to communicate clearly and confidently, listen with empathy, and 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.
Completed FINRA Series 6 and Series 63 exams, 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 strategic outreach, referrals, and planned appointments.
Lead discovery conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and 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 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 service efficiency.
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.
Meet and maintain applicable FINRA licensing, state insurance licensing, SAFE registration, and loan-originator requirements.