Senior Premier Banker Parktown Plaza

Wells Fargo•Milpitas, CA

1d•$37 - $66

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for 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, using goals-based planning and prudent risk oversight to deliver 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 comprehensive financial strategies. Wells Fargo provides digital tools, training, and ongoing coaching. Employees hired into the Senior Branch Premier Banker LP (license pending) role are in a temporary position until they complete licensing requirements and SAFE registration, after which they transition to the Senior Branch Premier Banker (SAFE) role and may participate in the Branch Network Licensed Banker program. The role requires active or timely completion and maintenance of applicable FINRA and state insurance licenses, SAFE registration at employment, and compliance with financial fitness, background, loan originator, and regulatory requirements. The position is not eligible for visa sponsorship. The listed base pay range is $37.00–$65.50; employees may also be eligible for incentive opportunities. Eligible employees have access to Wells Fargo benefit plans and programs.

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.
FINRA Series 6 and Series 63, or FINRA-recognized equivalents, and state insurance license(s), active or completed within the designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
SAFE registration is required at the time of employment.
Series 65 or equivalent is also required within a specified period for hires in the listed states, subject to applicable state requirements.
Required licenses must be obtained and maintained for continued employment; the role also requires meeting enhanced financial fitness and criminal background standards.
Loan originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and background.
Ability to work a schedule that includes most Saturdays.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to source, acquire, and deepen customer 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 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 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 customer appointments.
Lead discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner, offering multi-product guidance and ongoing reviews aligned with customers’ life stages and changing needs.
Coordinate warm introductions and integrated solutions with professionals in Wealth, Home Lending, and Business Banking; 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 complex customer needs as an active branch team member.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow policies and regulations to support strong risk and control outcomes.
Obtain and maintain required FINRA licenses, state insurance licenses, SAFE registration, and other applicable qualifications for continued employment.