Full-Time

Senior Premier Banker

Updated on 7/18/2026

Deadline 7/24/26
Wells Fargo

Wells Fargo

10,001+ employees

Diversified financial services: banking, lending, investments

Compensation Overview

$37 - $65.50/hr

+ Incentive opportunities

No H1B Sponsorship

Half Moon Bay, CA, USA

In Person

On-site in Half Moon Bay, California; Saturdays required.

Category
Finance & Banking (1)
Required Skills
Risk Management

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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
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
  • 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.
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)

Wells Fargo offers a broad range of banking, mortgage, investing, credit card, and wealth and commercial services in the United States. Its products work through a network of branches, ATMs, and digital platforms, combining everyday banking with lending, investment products, and advisory services. The company differentiates itself with a large nationwide branch presence, a wide mix of financial services under one roof, and a focus on secure, user-friendly technology. Its goal is to help customers manage, protect, and grow their money by providing trusted, accessible financial solutions.

Company Size

10,001+

Company Stage

IPO

Headquarters

San Francisco, California

Founded

1851

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Simplify Jobs

Simplify's Take

What believers are saying

  • Net income jumped 17% to $6.41 billion in Q2 2026 due to interest income.
  • The Federal Reserve lifted the $1.95 trillion asset cap in mid-2025, enabling active expansion.
  • CEO Charlie Scharf replaced the old sales culture with operational excellence and tech innovation by April 2026.

What critics are saying

  • OCC consent order blocks high-risk product expansion in crypto and trade finance through September 2024.
  • $1.7 billion CFPB civil penalty forces $2 billion restitution, eroding consumer brand equity.
  • Failure to comply with AML orders could trigger asset cap re-imposition within 6–12 months.

What makes Wells Fargo unique

  • Wells Fargo uniquely prioritizes building risk and control frameworks as its core strategic pillar.
  • The bank combines physical branches with digital self-service and relationship-led direct sales.
  • It leverages the top deposit-gathering franchise in the United States for deep client relationships.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Paid Sick Leave

Parental Leave

Disability Insurance

Life Insurance

Tuition Reimbursement

Commuter Benefits

Adoption Assistance

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