CrawlJobs Logo

Senior Premier Banker Warner Ranch

United States, Woodland Hills Employment contract 37.00 - 65.50 USD / Hour · Job Posted June 02, 2026
Apply Position
Job Link Share

Job Description

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience.

Job Responsibility

  • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
  • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
  • Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs
  • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
  • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
  • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

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 will include most Saturdays
  • This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required
  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement
  • Obtaining and maintaining required FINRA licenses is necessary for continued employment
  • This role also requires meeting enhanced financial fitness and criminal background standards
  • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date
  • Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
  • This position is not eligible for Visa sponsorship

Nice to have

  • Experience recommending financial products and translating customer goals into clear, actionable recommendations
  • Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience
  • Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
  • Experience coaching or supporting peers to strengthen team performance and customer impact
  • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
  • Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
  • 3+ years of experience in a licensed financial services position
  • Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)

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

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Similar Jobs for

Senior Premier Banker Warner Ranch

8 matching positions

New

Sr. Accountant

We are looking for an experienced Sr. Accountant to support core accounting oper...
Location
Location
United States , Lawrenceville
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 3+ years of accounting experience in a senior-level or closely related accounting role, SAP Experience highly preferred
  • Demonstrated experience managing month-end close activities in a fast-paced business environment
  • Strong working knowledge of general ledger accounting and journal entry preparation
  • Proven ability to complete account reconciliations with a high degree of accuracy and follow-through
  • Experience performing bank reconciliations and investigating variances independently
  • Solid understanding of accounting principles and financial reporting fundamentals
  • High attention to detail, strong organizational skills, and the ability to meet deadlines consistently
Job Responsibility
Job Responsibility
  • Lead monthly close activities by preparing schedules, reviewing balances, and ensuring deadlines are met with accuracy
  • Prepare and post journal entries that properly reflect business activity and support complete financial reporting
  • Maintain the integrity of the general ledger through ongoing review, analysis, and correction of account activity when needed
  • Perform detailed account reconciliations and resolve discrepancies in a timely manner to keep records accurate
  • Complete bank reconciliations by comparing transactions, identifying variances, and following through on outstanding items
  • Support financial reporting by organizing supporting documentation and confirming account balances are properly stated
  • Partner with internal stakeholders to gather accounting information, clarify transactions, and improve reporting accuracy
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in 401(k) plan
Read More
Arrow Right
New

Retail Customer Service Officer

Help us deliver like never before Australia Post is delivering like never before...
Location
Location
Australia , Cardiff
Salary
Salary:
28.58 - 30.55 AUD / Hour
auspost.com.au Logo
Australia Post
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Friendly, enthusiastic and reliable
  • love working in a team environment
  • ready to put the customer at the centre of everything you do
  • experience in customer service and/or cash handling
  • fit to lift up to 16kgs of mail regularly and stand for your shift
Job Responsibility
Job Responsibility
  • Performing customer sales and service transactions with customers
  • Managing high value transactions accurately (handling and processing cash, cheques, credit cards and EFTPOS)
  • Conducting and processing a number of identity services transactions, including Australian Passport Interviews
  • Promoting our products and services through up-selling and cross-selling, merchandising and other promotional activities
  • Assisting customers with mail lodgements and associate costs
  • Building rewarding relationships with customers by understanding their needs
  • Assisting with administrative duties such as stocktaking and record maintenance
What we offer
What we offer
  • 12 weeks on the job paid training
  • Post Perks
  • Parttime
Read More
Arrow Right
New

Primary Send Teacher

Are you a compassionate educator who finds joy in the 'small wins' and individua...
Location
Location
United Kingdom , West End, Greater London
Salary
Salary:
140.00 - 233.00 GBP / Day
https://www.randstad.com Logo
Randstad
Expiration Date
June 30, 2026
Flip Icon
Requirements
Requirements
  • Hold QTS: You have Qualified Teacher Status (QTS) and experience within a Primary setting (EYFS/KS1/KS2)
  • Are a SEND Advocate: You have a genuine interest in or experience with Autism (ASC), PMLD, SLD, or SEMH, and a belief in the 'unlimited potential' of every child
  • Are Highly Adaptable: You can pivot your lesson plan in seconds to meet the emotional or sensory needs of your students
  • Are Committed: You hold an enhanced DBS on the update service (or are willing to apply) and are 100% dedicated to Safeguarding
Job Responsibility
Job Responsibility
  • Bespoke Lesson Delivery: Adapt the Primary curriculum into sensory stories, practical 'Life Skills' sessions, and play-based learning that aligns with each student's EHCP targets
  • Communication Leadership: Utilise total communication environments-incorporating Makaton, PECS, and Colourful Semantics-to ensure every child can express themselves
  • Multidisciplinary Collaboration: Liaise with Speech and Language Therapists (SLT), Occupational Therapists (OT), and Physios to integrate therapeutic goals into the daily school routine
  • Team Leadership: Manage and inspire a team of LSAs/TAs, ensuring a consistent and 'low-arousal' approach to classroom and behaviour management
What we offer
What we offer
  • training and education
  • Safeguarding & Prevent
  • Referral Bonus
  • PAYE
  • Weekly Pay
Read More
Arrow Right
New

Motorcycle Delivery Driver

Help us deliver like never before As our Postie, you’ll be operating and deliver...
Location
Location
Australia , Frenchs Forest
Salary
Salary:
Not provided
auspost.com.au Logo
Australia Post
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • You hold a full or probationary Australian motorcycle licence
  • You’ll successfully pass our mandatory and practical riding assessment
  • You're flexible with working additional hours if required
  • You have a great memory, excellent attention to detail and can lift up to 16kgs of Mail and Parcels regularly
  • You'll need to meet our safe working load limit of weighing 100kgs or less
Job Responsibility
Job Responsibility
  • Starting your day early in the morning, sorting mail and small parcels with your teammates at the facility
  • Completing your own daily vehicle safety check
  • Loading your vehicle with your deliveries for the day
  • Delivering outdoors in all types of weather to deliver to homes and businesses
  • Paired up with our experienced Rider Mentors, who are committed to engage and take part in your professional development
What we offer
What we offer
  • Invest in you for the long-term, encouraging growth through delivering on our values of Trust, Inclusivity, Empowerment and Safety
  • Be part of a culture where everybody feels they belong, are valued and can bring their authentic self to work every day
  • Invest in your personal well-being, recognise and reward you for your contribution to our successful with Post Perks and more
  • Fulltime
Read More
Arrow Right
New

Senior Manager Product Specialist

Help us deliver a better tomorrow Australia Post is delivering for all Australia...
Location
Location
Australia , Richmond
Salary
Salary:
Not provided
auspost.com.au Logo
Australia Post
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong experience in freight, logistics or 3PL, with a clear understanding of how large customers buy and operate
  • Experience supporting or leading complex sales, including solution design and commercial negotiation
  • Proven leadership experience, ideally managing a small, specialist team in a fast-paced environment
Job Responsibility
Job Responsibility
  • Lead the product specialist team and own how we support sales to win complex, multi-product deals
  • Partner with enterprise sales on strategic deals, shaping solutions that are competitive, deliverable and commercially sound
  • Lead and develop a team of three, lifting capability and setting a high bar for performance and pace
  • Bring the voice of the customer into product and pricing decisions to improve our market position
What we offer
What we offer
  • Exposure to large, high-value deals with major Australian enterprise customers
  • A leadership role with a clear link to revenue and business performance
  • Flexible, hybrid working with national scope and influence
  • Fulltime
Read More
Arrow Right
New

Secondary Teacher

Are you a Secondary Teacher looking for flexible work opportunities in secondary...
Location
Location
United Kingdom , Flint
Salary
Salary:
173.00 - 200.00 GBP / Day
https://www.randstad.com Logo
Randstad
Expiration Date
June 30, 2026
Flip Icon
Requirements
Requirements
  • QTS in any subject
  • Key Stage 3 and 4 experience
  • Enhanced Child DBS (or willingness to apply)
  • EWC registration (or willingness to apply)
Job Responsibility
Job Responsibility
  • Delivering lessons across a variety of subjects
  • Managing classroom behaviour and ensuring a positive learning environment
  • Following school policies and procedures
  • Providing feedback to the school on student progress
What we offer
What we offer
  • Competitive daily rates of pay paid weekly
  • Opportunity to work in various local schools to find the right environment for you
  • Ability to work on a flexible basis to suit your lifestyle
  • Dedicated consultant with experience working in Education
  • 'Refer a Friend' scheme with the opportunity to earn £300*
Read More
Arrow Right
New

Electric Vehicle Delivery Driver

As our Postie, you'll be operating and delivering on our 3-Wheeled Electric Deli...
Location
Location
Australia , Tamworth
Salary
Salary:
Not provided
auspost.com.au Logo
Australia Post
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Full or probationary Australian motorcycle licence
  • Pass mandatory and practical riding assessment
  • Flexible with working additional hours if required
  • Good memory, excellent attention to detail
  • Ability to lift up to 16kgs of Mail and Parcels regularly
  • Must meet safe working load limit of weighing 120kgs or less
Job Responsibility
Job Responsibility
  • Starting your day early in the morning, sorting mail and small parcels with your teammates at the facility
  • Completing your own daily vehicle safety check
  • Loading your vehicle with your deliveries for the day
  • Delivering outdoors in all types of weather to deliver to homes and businesses
  • Paired up with our experienced Rider Mentors, who are committed to engage and take part in your professional development
What we offer
What we offer
  • Professional development
  • Personal well-being investment
  • Recognition and reward through Post Perks
  • Parttime
Read More
Arrow Right
New

Senior Project Accountant

Will support project teams with timely, accurate and meaningful financial inform...
Location
Location
United States , Chicago
Salary
Salary:
90000.00 - 110000.00 USD / Year
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in Accounting, Finance or related degree
  • 2+ years of related experience or equivalent
  • Experience in construction industry is preferred
  • Must be proficient with Microsoft Office and have a strong technical aptitude
  • Knowledge of construction/accounting-related software a plus
  • CMiC experience is preferred
  • Construction/Development experience a plus
Job Responsibility
Job Responsibility
  • Support project teams with timely, accurate and meaningful financial information
  • Preparation of monthly payment requests
  • Coordination of all subcontractors change orders, payments, contracts and waivers/affidavits
  • Review project budget and cost for accuracy
  • Analyze budget variances and potential fee changes
  • Assist in positive cash flow while meeting accounting standards and best practices
What we offer
What we offer
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Life insurance
  • Disability insurance
  • Higher bonus structures
  • Work from home flexibility
  • Fast-track career growth opportunity
  • Fulltime
Read More
Arrow Right