Senior Premier Banker Evergreen Branch
$37 - $65.5 per hourWells Fargo Bank
Job Description
Job Description
Job Description
Why Wells Fargo:
- 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.
- 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
- 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)
- Ability to work a schedule that will include most Saturdays
- This 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: 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, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. 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 sponsorship
$37.00 - $65.50
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
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
28 Jun 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Vacancy posted 17 days ago
Similar jobs that could be interesting for youBased on the Senior Premier Banker Evergreen Branch in Menlo Park, CA vacancy
$37 - $65.5 per hour
...Companies list of best workplaces "to grow your career" in the U.S. Join us! About this 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...SeniorTemporary workWork experience placementImmediate start- JPMorgan Chase & Co. in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships with affluent clients. This role requires... ...satisfaction. Ideal candidates should have 2+ years in branch banking or financial services, be able to resolve issues...SeniorWeekend workAfternoon shift
- The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities... ...and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional...SuggestedPart time
- ...Part-Time Universal Banker (20 Hours), Bilingual English/Mandarin Speaking Preferred, Cupertino Branch Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have...SuggestedPart time
$50.03k - $65.27k
...Universal Banker The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products... ...and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional...SuggestedHourly payFull timePart time- ...Head Universal Banker The Head Universal Banker is a leadership role responsible for... ...customers while guiding and supporting the branch team. This role not only executes all service... ...; connect with relevant specialists or senior leaders as needed Appropriately...Flexible hours
- ...creating personalized experiences, exceeding expectations, and embracing diversity and inclusion. As a Senior Private Client Banker in a J.P. Morgan or Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering J.P. Morgan products,...SeniorImmediate startAfternoon shift
$26 - $29 per hour
...Financial Advisors, Commercial Lenders). Proactively support branch new business promotions. Originate and process mortgage... ...Registry (NMLS) within 6 months of hire or designation as a Senior Relationship Banker. May obtain (optional) appropriate State(s) Life & Health...SeniorFull timeFlexible hoursWeekend work- Citi is hiring a Head Universal Banker in Newark, California. This leadership role focuses on delivering exceptional service to internal and external customers while guiding the branch team. Responsibilities include leading service transactions and sales while ensuring...
$85k - $110k
Cathay Bank is seeking a Branch Manager in Cupertino, CA to oversee branch operations and drive business growth. This role includes managing staff, developing banking relationships, and ensuring compliance. Candidates should have 3-5 years of banking experience and leadership...SeniorBank staff$180k - $220k
...A leading financial technology firm in California is seeking a Senior iOS Engineer to design and develop features for their investment app. The role includes responsibilities such as ownership of projects from ideation to execution, collaboration with cross-functional...Senior- ...measured by NPX. Perform a wide variety of member transactions and requests to include account maintenance, research, balancing the branch assist members in understanding how to use ATM's, Online/Mobile Banking, Credit and Debit Cards, and performs outgoing wires, solve...Temporary workWork at officeFlexible hours
$250k
## Personal Banker SAFE Act, Cupertino Branch, OfficerApplylocations: Cupertino California United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26968609The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution...Full time$56.5k - $73.7k
Citigroup Inc. seeks a Head Universal Banker in Newark, California. This leadership role is focused on delivering exceptional service to clients while guiding Universal Bankers and Tellers. Responsibilities include executing transactions, mentoring team members, and ensuring...$25.5 - $30.5 per hour
...Description The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member... ...partner with service teams including insurance, investments, Premier, and mortgage Meet monthly metrics and service objectives (i...Hourly payWork at office- ...Catalyst Labs is seeking a Tax Senior / Manager / Senior Manager / Director to join their expanding Tax team in the United States. The... ...skills. This position offers the opportunity to work with premier clients and provides competitive salary and relocation support....SeniorRelocation package
- TwinThread is seeking a Senior Home Lending Advisor in Palo Alto, CA. In this role, you will utilize your mortgage lending expertise... ...a knowledge of FHA and VA guidelines, you'll collaborate with branches to enhance client experiences. We offer competitive compensation...Senior
- A leading financial institution is seeking a Senior Principal Software Engineer to provide engineering expertise within the Commercial & Investment Bank. This role involves developing strategies for Model serving solutions, implementing MLOps practices, and optimizing...Senior
- Cloud Software Group is seeking a Senior Principal Legal Counsel specializing in debt and equity capital markets to join their in‑house legal team. This role will involve providing strategic legal advice, managing complex transactions, and ensuring compliance with securities...SeniorRemote job
- ...humans and AI agents operate together safely, transparently, and at scale. Position Summary We are hiring a highly experienced Senior Engineering Manager / Principal Engineer – Smart Agents & Agentic Systems to lead the development of next-generation AI agents and...Senior
- ...retinal diseases with the goal of improving patient outcomes worldwide. Kodiak Sciences is seeking a highly motivated and independent Senior/Principal Scientist to join the In Vivo Pharmacology team. This role will focus on developing program-specific in vivo pharmacology...SeniorWorldwide
$310k - $390k
Premier Inn Hotels LLC (UAE) is searching for a mid-level to senior Patent Litigation Associate in Palo Alto. The role involves representing clients in patent litigation and handling PTAB proceedings. Candidates should have 4-6 years of patent litigation experience, a technical...SeniorFlexible hours- NorthWall Builders, Inc. is looking for a seasoned Project Manager based in Palo Alto to oversee premiere-level residential construction projects. The ideal candidate will have extensive experience in managing projects and will be skilled in collaborating with top-level...SeniorFor subcontractor
- ...Job Title Relationship Analyst/Senior Relationship Analyst Job Description At Rabobank, our commitment to our employees and clients... ...and client relationship support to Account Managers (Rural and Branch Managers) to enable them to develop new business, manage...SeniorPermanent employmentFlexible hours
- ...Senior University Counsel About the Company World-renowned teaching & research university Industry Higher Education Type... ...Colleges & Universities DOE National Laboratories Executive Branch Stanford Linear Accelerator Center Biotechnology...SeniorWork at officeRelocation
- ...Senior Staff / Principal Engineer - Digital Ecosystem Brazil, Belo Horizonte; Brazil, Campinas; Brazil, Rio de Janeiro; Brazil, Sao Paulo; USA, Durham; USA, Miami; USA, Palo Alto; USA, Washington DC Opportunity We are hiring a Senior Staff or Principal Engineer...SeniorTemporary work
$185k - $215k
...enabling study design and execution, including in vitro and in vivo pharmacology, ADME, and supporting safety packages Serve as a senior scientific contributor to siRNA and/or ASO programs, providing expert review of oligonucleotide design strategies, chemistry,...SeniorFull timeFlexible hours- ...provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives....Contract workPart timeLocal areaDay shift
$50.03k - $65.27k
Citi is seeking a Universal Banker in Palo Alto, California, responsible for assisting with sales, service activities, and customer relations. This entry-level position aims to build customer loyalty and increase sales. The ideal candidate will have retail banking experience...- The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities... ...and effectively Support sales/service activities within the branch by participating in seminars, micromarketing events, promotional...Part time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Premier Banker Evergreen Branch. Be the first to apply!
Related searches
- senior manager quality engineering Menlo Park, CA
- senior cloud solutions architect Menlo Park, CA
- sr technical product manager Menlo Park, CA
- senior director continuous improvement Menlo Park, CA
- senior performance engineer Menlo Park, CA
- senior manager diversity & inclusion Menlo Park, CA
- senior robotics software engineer Menlo Park, CA
- senior mainframe developer Menlo Park, CA
- senior cloud security engineer Menlo Park, CA
- senior content developer Menlo Park, CA


