Senior Premier Banker Countyline 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. The 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. You will also help customers with everyday banking needs—opening accounts, handling service requests, and ensuring a seamless experience.
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 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.
- Advise branch 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.
- Participate in the Branch Network Licensed Banker program while completing licensing requirements; transition to the Senior Branch Premier Banker (SAFE) role upon successful licensing.
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.
- 3+ years in a licensed financial services position.
- Successful completion of FINRA Series 6 and 63 exams (or FINRA‑recognized equivalents) sufficient for immediate FINRA registration.
- State insurance license(s) as required.
- Ability to work a schedule that includes most Saturdays.
Desired qualifications
- Experience recommending financial products and translating customer goals into clear, actionable recommendations.
- Proven ability to proactively source, acquire, and deepen relationships through outreach and strong internal partnership.
- Experience managing a book‑of‑business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments.
- Experience coaching or supporting peers to strengthen team performance and customer impact.
- Strong communication skills, empathy, and ability to build credibility and trust quickly.
- Financial services industry experience in consumer, home lending, business banking, or investments.
- Completion of the Securities Industry Essentials (SIE) exam for FINRA qualifications earned after Sept. 30 2018.
- For certain states, ability to obtain FINRA Series 65 (or equivalent) within the required timeframe.
- Meeting enhanced financial fitness and criminal background standards; willingness to undergo credit and background checks.
Schedule
Typical schedule includes most Saturdays.
Pay
Base pay range: $37.00 – $65.50 per hour. Employees may also be eligible for incentive opportunities.
Benefits
- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life, critical illness, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings programs
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
Branch locations
- Agoura Hills – 5823 Kanan Road, Agoura Hills, CA 91302
- Camarillo – 487 Carmen Drive, Camarillo, CA 93010
- East Camarillo – 5000 Santa Rosa Road, Camarillo, CA 93012
- Moorpark – 515 W. Los