Jobs · Sales · California

Senior Premier Banker - LA Valley Corridor

Wells Fargo · Rosemead, CA · 1 mo ago
Sales$37–$65.5/hrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate like EEO, legal, etc. Also remove application instructions, cookie/navigation, etc. We need to parse the posting. Key sections: - Intro about Wells Fargo (company description) maybe part of "About the role"? Actually "About This Role" heading present. We'll treat that as "About the role". Should include the paragraph(s) describing role. - Responsibilities: The bullet list under "In This Role You Will". Those are duties. Use
  • . - Requirements: The "Required Qualifications:" list. Also maybe "Job Expectations:" includes schedule and licensing requirements. Could be part of Requirements or separate sections. We have "Job Expectations: Ability to work a schedule that will include most Saturdays" and licensing details. Also "This role requires FINRA Series 6 and Series 63 ...". That's also requirements. - Qualifications: The "Desired Qualifications:" list. - Skills: maybe combine some of desired qualifications? Could be separate but we can include Skills section if we have specific skill statements. The desired qualifications include things like "Experience recommending financial products...", "Demonstrated ability to proactively source...", "Proven experience managing a book-of-business...", "Experience coaching or supporting peers...", "Demonstrated ability to communicate clearly...", "Financial services industry experience...", "3+ years of experience in a licensed financial services position", "Successfully completed FINRA Series 6 and 63 exams...", "State Insurance license(s)". Those could be considered qualifications or skills. We'll put them under Qualifications (Desired) maybe. But we need separate sections for Requirements and Qualifications as per instruction. Use

    for each. We also need Benefits section: list of benefits given. Pay section: pay range $37.00 - $65.50. Schedule section: mention schedule includes most Saturdays. We must not include filler like "commensurate with experience". Not present. We must not include duplicated lines. We must not include Job ID etc. We must not include EEO etc. We must not include application instructions. We must not include "Posting End Date". That's metadata maybe minor; could be folded into short p or drop. Probably drop. We must not include "Locations:" list? That's substantive info about where job is located. Should we include? The instruction: preserve ALL substantive information. Locations are substantive. Should we include as a section? Not among prescribed headings, but we could include as a

    maybe under a generic section? The instruction says use headings only for those specific section headings. It doesn't forbid other headings, but says use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we should use those headings for sections; we could still add other headings but better to stick to those. Locations could be included in a

    under About the role or maybe a separate section like "Locations" but not in list. Safer to include locations in a

    after About the role. We must not include "Job Expectations:" as heading; we can incorporate schedule and licensing into Requirements or Schedule. Let's 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.

    Then Responsibilities:

    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: include required qualifications and job expectations (schedule, licensing). We'll combine.

    Requirements

    • 4+ years of customer service experience, or equivalent demonstrated through 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
    • Ability to work a schedule that will include most Saturdays
    • Must have active or obtain within designated timeframe FINRA Series 6 and Series 63 (or FINRA recognized equivalents); for exams earned after Sept. 30, 2018, also require Securities Industry Essentials (SIE) exam
    • For hires in certain states (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, WY) FINRA Series 65 (or equivalent) required within specified period; Wyoming allows referral-only licensed bankers to receive IAR registration without Series 65/66
    • State Insurance license(s) required
    • Obtaining and maintaining required FINRA licenses necessary for continued employment
    • Meeting enhanced financial fitness and criminal background standards
    • Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies (financial responsibility, character, fitness, criminal background)
    • This position is not eligible for Visa sponsorship
    Qualifications (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 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)
    Skills: maybe we can combine some of the desired qualifications that are skill-oriented. But we already have Qualifications. Could still add Skills section for things like "Relationship acumen", "Proactive customer engagement", "Collaboration", "Digital adoption advocacy", "Risk excellence". However those are already in responsibilities. Might be redundant. The instruction: prefer a few substantive sections over many thin ones. So maybe we skip Skills section if not needed. But we need to include only when posting has real specific content. There is skill content but we could incorporate into Qualifications. I'd omit Skills. Benefits:

    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:

    Pay

    $37.00 - $65.50 base pay range (may vary based on performance, skills, experience, work location; incentive opportunities may apply)

    Schedule:

    Schedule

    Ability to work a schedule that will include most Saturdays

    Locations: we can add a

    after About the role maybe. Add after About the role:

    Locations: City of Commerce (5701 S Eastern Ave), East Los Angeles (5458 E Whittier Blvd), Montebello (777 W Whittier Blvd), Rosemead (1803 Walnut Grove Ave), Alhambra Main (701 E Main St), North Alhambra (1910 W Main St), Pico Rivera (8737 Washington Blvd), Whittier & Indiana (3800 Whittier Blvd), Whittier Main (7202 S Greenleaf Ave), Alhambra Marketplace (726 E Valley Blvd), Monterey Park (2101 S Atlantic Blvd), South Pasadena (1000 Fair Oaks Ave).

    We must not include "Posting End Date". Also not include "We Value Equal Opportunity" etc. Check for any duplicated lines: we have not repeated. Make sure we didn't include any boilerplate like "We believe that a meaningful career is much more than just a job". That's in intro about Wells Fargo; we omitted that because it's more company marketing; but is it substantive? It's about company culture; maybe we should keep? The instruction: preserve ALL substantive information. That includes company description? The intro about Wells Fargo at start: "Why Wells Fargo Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job

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