Senior Branch Premier Banker, Wells Fargo

Wells Fargo

Location:
United States, Simi Valley

Category:
Banking

Contract Type:
Employment contract

Salary:

37.00 - 65.50 USD / Hour

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Job Description:

Wells Fargo is seeking a Senior Branch Premier Banker responsible for acquiring new affluent consumer and small business customers, deepening existing relationships, and providing financial advisory services. The role involves independent judgment, relationship management, and adherence to compliance policies.

Job Responsibility:

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution through discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit
analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships
Exercise independent judgment and discretion in managing client relationships through regular meetings to review financial condition and goals, and provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs.

Requirements:

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, 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 may include most Saturdays
Adherence to Wells Fargo sales practices risk management culture
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period
For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
For certain states, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period
State Insurance license(s) are required for this role and must be completed within a specified period
Ability to educate and connect customers to technology and share the value of self-service digital banking options
Knowledge and understanding of financial services consumer lending products
Experience using strong business acumen to provide financial services consultation to small business customers
Ability to interact with integrity and professionalism with customers and employees.

Nice to have:

Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
Customer service focus with experience handling complex transactions across multiple systems
Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
High motivation with ability to successfully meet team objectives while maintaining individual performance
Experience mentoring and peer-coaching others.

What we offer:

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement.

Additional Information:

Job Posted:
September 15, 2025

Expiration:
September 18, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Senior Branch Premier Banker