Senior Premier Banker

Jobtailor

Walnut Creek (CA)

On-site

USD 85,000 - 125,000

Full time

2 days ago

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Job summary

Wells Fargo is seeking a Senior Branch Premier Banker in California to acquire affluent customers and deepen partnerships, delivering tailored banking and credit strategies. You will partner with Wealth, Home Lending, and Business Banking teams to grow a defined book through planning and risk oversight.

You will lead discovery conversations, educate clients on self-service channels, and ensure accurate documentation while adhering to policies. Licensing and background checks are required.

Qualifications

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or 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, active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65, or equivalent, required within a specified period in designated states
State Insurance license(s), active or completed within a designated timeframe
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements
Compliance with Wells Fargo policies and standards related to financial responsibility, character, fitness, and criminal background
Position is not eligible for Visa sponsorship
Desired: experience recommending financial products and translating customer goals into recommendations
Desired: experience sourcing, acquiring, and deepening relationships through outreach and internal partnerships
Desired: experience managing a book of business and documenting planning conversations
Desired: experience coaching or supporting peers
Desired: financial services industry experience
Desired: 3+ years of experience in a licensed financial services position
Desired: successfully completed FINRA Series 6 and 63 exams or recognized equivalents
Desired: State Insurance license(s)

Responsibilities

Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews
Grow and manage a defined book of business using goals-based planning and prudent risk oversight
Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options
Handle everyday banking needs, including opening accounts and service requests
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalates issues, and adhere to policies and regulations
Complete licensing and SAFE registration requirements to transition from the temporary LP role to the Senior Branch Premier Banker (SAFE) role

Skills

Customer service

Relationship management

Financial product recommendations

Regulatory compliance

Risk oversight

Cross-functional collaboration

Self-service banking education

Education

FINRA Series 6

FINRA Series 63

Securities Industry Essentials (SIE)

State Insurance License

Tools

Mobile Banking Solutions

Banking Software

Job description

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews
Grow and manage a defined book of business using goals-based planning and prudent risk oversight
Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options
Handle everyday banking needs, including opening accounts and service requests
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalates issues, and adhere to policies and regulations
Complete licensing and SAFE registration requirements to transition from the temporary LP role to the Senior Branch Premier Banker (SAFE) role

Requirements

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or 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, active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65, or equivalent, required within a specified period in designated states
State Insurance license(s), active or completed within a designated timeframe
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements
Compliance with Wells Fargo policies and standards related to financial responsibility, character, fitness, and criminal background
Position is not eligible for Visa sponsorship
Desired: experience recommending financial products and translating customer goals into recommendations
Desired: experience sourcing, acquiring, and deepening relationships through outreach and internal partnerships
Desired: experience managing a book of business and documenting planning conversations
Desired: experience coaching or supporting peers
Desired: financial services industry experience
Desired: 3+ years of experience in a licensed financial services position
Desired: successfully completed FINRA Series 6 and 63 exams or recognized equivalents
Desired: State Insurance license(s)

Core Competencies

Demonstrates expertise in customer relationship management, financial product recommendations, and compliance with regulatory standards. Proven ability to grow and manage a book of business while delivering tailored banking solutions.

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