Senior Premier Banker - Lakeshore/Oakland

Position Overview

Wells Fargo is a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed. As a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, you will start as a Senior Branch Premier Banker LP (SAFE) while completing your licensing requirements, before transitioning into the full Senior Branch Premier Banker (SAFE) role. In this role, you will help acquire new affluent consumer and small business customers, deepen existing relationships, and provide expert financial advice—all while enjoying competitive compensation and robust benefits.

Compensation & Pay Range

• $37.00 - $65.50 (Base pay; actual compensation may vary based on experience, skills, and work location.)

Key Responsibilities

• Participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE) until all licensing requirements are met.
• Proactively acquire new affluent consumer and small business customers and deepen existing relationships through outreach and planned appointments.
• Review and analyze complex customer concerns and escalate issues or business risks as necessary.
• Advise customers on recommended financial options and maintain expert knowledge of Wells Fargo’s banking, credit, and investment solutions.
• Collaborate with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to meet customer needs.
• Ensure compliance with policies, procedures, and regulations while managing business risks.
• Collect and analyze customer financial information to develop customized service plans.
• Build and maintain strong relationships with branch colleagues, customers, and partners, and mentor team members as needed.

Required Qualifications

• 4+ years of customer service experience, or equivalent experience through work, training, military, or education.
• 3+ years of experience building and maintaining effective relationships with customers and partners.
• 3+ years of experience recommending financial products and services.

Preferred Qualifications

• Experience in the financial services industry (corporate, consumer, mortgage, investments, brokerage, or private banking).
• Proven track record in recommending financial services products and solutions.
• Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents).
• Possession of State Insurance license(s) and experience in a licensed financial services role.
• Excellent verbal, written, and interpersonal communication skills with a strong customer service focus.
• Ability to manage complex transactions and adhere to compliance controls.

Benefits & Perks

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