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.

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.

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 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

Desired 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 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)

Job Expectations

• Ability to work a schedule that will include most Saturdays
• 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

Requirements

• Must have FINRA Series 6 and Series 63 (or FINRA recognized equivalents) and State Insurance license(s) within a specified period
• Must meet enhanced financial fitness and criminal background standards
• The position is not eligible for visa sponsorship

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 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 91362
• 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 93065
• Rose Ranch - 1700 E. Gonzales Road, Oxnard, CA 93036
• 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

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• 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
• Commute benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date

2 Aug 2026

Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Recruitment and Hiring Requirements

Third-party recordings are prohibited unless authorized by Wells Fargo. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Reference Number

R-559428-10