Senior Private Banker

Senior Branch Premier Banker (SAFE)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.In this role you will:Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointmentsLead 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 investmentsServe as the primary financial partner delivering comprehensive, multi?product guidance and ongoing reviews across life stages and evolving financial needsPartner 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 outcomesChampion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiencyServe as an active member of the branch team by advising colleagues on relationship development and the management of complex client needsDemonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomesThe Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Employees will transition to the Senior Branch Premier Banker (SAFE) role upon successful completion. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.Required Qualifications:4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education3+ years of experience building and maintaining effective relationships with customers and partners3+ years of experience recommending products and servicesDesired Qualifications:Experience recommending financial products and translating customer goals into clear, actionable recommendationsDemonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experienceProven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investmentsExperience coaching or supporting peers to strengthen team performance and customer impactDemonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with othersFinancial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments3+ years of experience in a licensed financial services positionSuccessfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registrationState Insurance license(s)Job Expectations:Ability to work a schedule that will include most SaturdaysThis role 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. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required.For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required within a specified period of time: 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. Wyoming allows referral-only licensed bankers to receive the IAR registration without the Series 65/66. Requirements may change based on current state regulations.Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted.SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your 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 sponsorshipPosting Locations:427 Corte Madera Town Center, Corte Madera, CA 94925100 Bon Air Shopping Ctr., Greenbrae, CA 949045820 Nave Drive, Novato, CA 94945525 Miller Ave., Mill Valley, CA 94941600 Las Gallinas Ave., San Rafael, CA 949031590 Grant Ave., Novato, CA 94945333B S. McDowell Blvd., Petaluma, CA 94954125 Western Ave., Petaluma, CA View phone number on click.appcast.io State Route 1, Point Reyes Station, CA 949563 Tunstead Ave., San Anselmo, CA 949601203 4th Street, San Rafael, CA 94901800 Redwood Highway, Ste 209, Mill Valley, CA 949411550 Tiburon Blvd., Belvedere, CA 94920Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting.Pay RangeReflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $37.00 - $65.50BenefitsWells 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 benefits401(k) PlanPaid time offDisability benefitsLife insurance, critical illness insurance, and accident insuranceParental leaveCritical caregiving leaveDiscounts and savingsCommuter benefitsTuition reimbursementScholarships for dependent childrenAdoption reimbursement Wells Fargo