Senior Premier Banker Livermore

Wells Fargo Bank•Livermore, CA

24d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to serve as a primary financial partner for affluent customers and those with complex financial needs. The role is part of the National Branch Network and focuses on acquiring and deepening customer relationships through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and grows a defined book of business, uses goals-based planning, and provides guidance across deposits, investments, credit, home lending, and business banking, while also assisting with everyday banking needs such as opening accounts and handling service requests. The position emphasizes discovery-led conversations, comprehensive financial strategies, proactive customer engagement, prudent risk oversight, and collaboration with partners in Wealth, Home Lending, and Business Banking. The banker also supports colleagues with relationship development and complex customer needs, promotes digital banking adoption, and follows applicable policies and regulations. Wells Fargo provides digital tools, training, and coaching, with potential for career growth. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed. Employees who are not fully licensed when hired participate in the Branch Network Licensed Banker program and transition to the Senior Branch Premier Banker (SAFE) role after completing licensing requirements. The role requires SAFE registration at employment and required FINRA and state insurance licenses to be active or obtained within designated timeframes. It is not eligible for Visa sponsorship. The listed locations are in Livermore and Tracy, California; availability may vary by branch.

Requirements

4 or more years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
3 or more years of experience building and maintaining effective relationships with customers and partners.
3 or more 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 state insurance licenses must be active or completed within a designated timeframe.
For FINRA qualification exams earned after September 30, 2018, the Securities Industry Essentials (SIE) exam is also required.
FINRA Series 65 (or equivalent) is required within a specified period in listed states, subject to state regulations.
SAFE registration is required at the time of employment.
Maintain required FINRA licenses for continued employment and meet enhanced financial fitness and criminal background standards.
Meet applicable Loan Originator/CFPB requirements and Wells Fargo standards concerning financial responsibility, character, fitness, and criminal background.
Visa sponsorship is not available for this position.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to source, acquire, and deepen relationships through proactive 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 improve team performance and customer impact.
Clear, confident communication, empathetic listening, and the ability to build credibility and trust.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
3 or more years of experience in a licensed financial services position.
Successful completion of FINRA Series 6 and 63 exams (or recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Acquire new 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, provide comprehensive multi-product guidance, and conduct ongoing reviews as customers’ needs change.
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 support digital adoption, satisfaction, and service efficiency.
Advise branch colleagues on relationship development and managing complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations.
Handle everyday banking needs, including opening accounts and responding to service requests.