Senior Premier Banker Countyline District
About the role
then... content. - In This Role You Will: list of duties. That's responsibilities. Use
- .
- Required Qualifications: list of qualifications. That's "Requirements" maybe. Also Desired Qualifications could be "Qualifications" or "Skills"? The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we need to map.
We have Required Qualifications (4+ years customer service, 3+ years building relationships, 3+ years recommending products). Also Desired Qualifications (list). Also Job Expectations (schedule includes most Saturdays). Also licensing requirements (FINRA series 6/63, state insurance license, etc). Also Pay Range: $37.00 - $65.50. Also Benefits list.
We need to decide which headings to use.
- About the role: from "About This Role" paragraph.
- Responsibilities: from "In This Role You Will" bullet list.
- Requirements: maybe the Required Qualifications (mandatory). Could also include licensing requirements? Those are also requirements. Could combine.
- Qualifications: maybe Desired Qualifications.
- Skills: maybe not explicitly listed; but we could infer from desired qualifications like communication, etc. But we should not invent. If no explicit skills section, we should not create Skills heading. The instruction: include a section ONLY when the posting has real, specific content for it. So we should not add Skills if not present.
- Benefits: we have list.
- Pay: we have pay range.
- Schedule: we have Job Expectations: Ability to work a schedule that will include most Saturdays. That's schedule info.
Thus we will have sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule.
We must not include filler like "commensurate with experience". Not present.
We need to preserve all substantive information. Must not omit details like branch locations, licensing details, etc. Should we include branch locations? They are substantive. Where to put? Could be part of About the role or maybe a separate section? Not in headings list. Could be included in About the role paragraph as extra detail. The instruction: preserve ALL substantive information; do NOT invent or summarize away detail. So we need to include branch locations somewhere. Could add a paragraph under About the role after the description.
Also include licensing requirements: FINRA series 6/63, state insurance license, SIE exam after certain date, series 65 for certain states, etc. Also mention that obtaining and maintaining required FINRA licenses is necessary for continued employment, enhanced financial fitness and criminal background standards, etc. Also mention SAFE registration, loan originator requirements, etc. Also mention that position not eligible for Visa sponsorship. Also mention posting end date? That's metadata; maybe we can drop as minor metadata? The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it. Posting end date maybe minor metadata; could be folded into a short p at end or dropped. Probably drop. Also include "Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors..." That's part of Pay section. Also include "Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below." Then list. We need to output only HTML fragment, no /, no markdown fences. Let's craft. Structure:
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. 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. 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. The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program. Branch locations include: 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 Angeles Avenue, Moorpark, CA 93021; Mountain Gate Plaza - 1200 East Los Angeles Avenue, Simi Valley, CA 93065; Newbury Park - 925 Broadbeck Drive, Newbury Park, CA 91320; Oak Park - 604 Lindero Canyon Road, Oak Park, CA 91377; Oakbrook - 1760 E. Avenida de Los Arboles, Thousand Oaks, CA 91362; Ponderosa & Las Posas - 11 E Ponderosa Drive, Camarillo, CA 93010; Simi Valley - 2740 Cochran Street, Simi Valley, CA 93065; Thousand Oaks - 140 E. Thousand Oaks Blvd, Thousand Oaks, CA 91360; Westlake Main - 3965 Thousand Oaks Blvd., Westlake Village, CA 91362; Westlake Plaza - 970 S Westlake Blvd., Westlake, CA 91361.
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
- 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
- Active FINRA Series 6 and Series 63 (or FINRA recognized equivalents) licenses, or completion within a designated timeframe; for exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required
- State Insurance license(s) active or obtainable within designated timeframe
- For hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, FINRA Series 65 (or equivalent) examination required within a specified period
- Obtaining and maintaining required FINRA licenses is necessary for continued employment
- Meeting enhanced financial fitness and criminal background standards
- SAFE registration required at time of employment (Wells Fargo will initiate process after 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; a credit report may be reviewed (credit score not included) and additional ongoing screening may apply
- This position is not eligible for Visa sponsorship
Qualifications
- 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 consumer, home lending, business banking, or investments
- 3+ years of experience in a licensed financial services position
- Successfully completed FINRA Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
Benefits
- 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
Pay
$37.00 - $65.50 base pay range; pay may vary depending on demonstrated prior performance, skills, experience, or work location; employees may also be eligible for incentive opportunities.