Senior Premier Banker Central Inland Empire District
About the role
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. It 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 so they can manage their banking with confidence. Success 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. Wells Fargo rewards behaviors that consistently create long‑term customer value and support customers in making informed financial decisions. You’ll be supported with digital tools, industry‑leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi‑product solutions.
Responsibilities
- 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
Required qualifications: 4+ years of customer service experience (or equivalent via 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. Job expectations: ability to work a schedule that includes most Saturdays; must hold or obtain FINRA Series 6 and Series 63 (or FINRA‑recognized equivalents) and state insurance license(s); for exams earned after Sept. 30, 2018 the Securities Industry Essentials (SIE) exam is also required; FINRA Series 65 (or equivalent) will be required within a specified period for hires in 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 IAR registration without completing the Series 65/66 exam). Obtaining and maintaining required FINRA licenses is necessary for continued employment; Wells Fargo will begin the FINRA review process once an offer is accepted and will initiate SAFE registration after your start date. This role also requires meeting enhanced financial fitness and criminal background standards; a credit report may be reviewed (credit score not included) and additional ongoing screening may apply. 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. Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting. Work locations: 12455 Central Ave., Chino, CA 91710; 3877 Bedford Canyon Rd., Corona, CA 92883; 8