Senior Premier Banker El Dorado Hills

Wells Fargo•El Dorado Hills, 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 builds, deepens, 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, and collaborates with partners across Wealth, Home Lending, and Business Banking. The position is intended for growth-oriented professionals who lead with advice, conduct meaningful discovery, and translate customer goals into financial strategies. Wells Fargo provides digital tools, training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are completed; employees then 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 position is located at 4355 Town Center Dr., El Dorado Hills, CA 95762. The stated base pay range is $37.00–$65.50; employees may also be eligible for incentive opportunities. The position is not eligible for visa sponsorship.

Requirements

At least 4 years of customer service experience, or equivalent demonstrated through work experience, 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 licenses, 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.
SAFE registration at the time of employment; Wells Fargo will initiate the process after the start date.
Ability to meet enhanced financial fitness and criminal background standards and applicable loan originator requirements.
For hires in specified states, FINRA Series 65 or an equivalent examination is required within a specified period, subject to applicable state rules.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.

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 quickly.
Financial services 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 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.
Conduct 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, providing comprehensive, multi-product guidance and ongoing reviews as customers’ circumstances and needs evolve.
Coordinate with Wealth, Home Lending, and Business Banking partners to provide integrated solutions, make warm introductions, set expectations, and take ownership of qualified opportunities through 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 applicable policies and regulations.
Meet applicable risk and compliance responsibilities, including monitoring, identifying, escalating, and remediating issues and making risk decisions consistent with requirements.
Work a schedule that includes most Saturdays.