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 22 days ago
Similar jobs that could be interesting for youBased on the Senior Premier Banker Evergreen Branch in Saratoga, 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- ...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 with...SeniorFull timeTemporary workWork experience placementImmediate start
$50.03k - $65.27k
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...SuggestedHourly payFull timePart 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
$26 - $29 per hour
...Financial Advisors, Commercial Lenders). Proactively support branch new business promotions. Originate and process mortgage... ...(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$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- Koitecc Solutions is seeking a Bank Manager to support our DeNovo branch expansion in Los Gatos, California. In this role, you will launch new locations, shape team culture, and drive client growth. You will provide exceptional service, identify customer needs, and collaborate...
$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities... ...remarkable client experience Provide Tellers and other branch staff with coaching and guidance on products and special...Full time$250k
Job Summary The Personal Banker SAFE Act is an entry‑level position responsible for the assistance in the execution of sales, products... ...delivering a remarkable client experience. Provide tellers and other branch staff with coaching and guidance on products and special...- About this role: Wells Fargo is seeking a Senior Business Banking Relationship Manager (LO) to be part of our growing Small & Business... ...responsible for visiting customers and prospects outside of the branch location within an assigned market/geography. Individuals in Loan...SeniorFull timeWork experience placementWork at officeLocal area
- ...Senior Relationship Banker The Senior Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables and offering excellent service. In addition...SeniorFull timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend work
- The Head Universal Banker is a leadership role responsible for providing exceptional service... ...while guiding and supporting the branch team. This role not only executes all service... ...needs; connect with relevant specialists or senior leaders as needed. Appropriately...Flexible hours
$25 - $31.93 per hour
Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders...SeniorHourly payWork at officeShift workWeekend workDay shift- Citi is seeking a Head Universal Banker in Mountain View, California, responsible for leading and supporting the branch team while delivering exceptional customer service. In this key role, you will execute service transactions, manage sales activities, and uphold the...
$69k - $127.8k
BMO in San Jose seeks a Business Banking Relationship Manager to cultivate and manage small business client relationships. This role includes developing and executing sales strategies, generating business opportunities, and providing financial solutions. The ideal candidate...Senior- A leading financial institution in San Jose is seeking a Business Banking Relationship Manager to develop and manage client relationships. The role emphasizes relationship management, business development, and financial expertise. Ideal candidates will have over seven ...Senior
$50.03k - $65.27k
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- 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
$29.08 - $35.54 per hour
## Client Relationship Consultant 3 (Banker) - The Villages - San Jose, CAApplylocations: San Jose, CAtime type: Full timeposted on: Posted... ...basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new...Temporary workLocal area$125k - $190k
Avidbank is seeking an AVP/VP, Relationship Manager to develop and manage business loan and deposit relationships in San Jose. The ideal candidate will have a minimum of 7 years of commercial banking experience, strong customer relationship skills, and a thorough understanding...SeniorFull timeWork at officeRemote work- ...Consulting Group. Schwab Wealth Advisory is a premier, fee based and non-discretionary... ...mitigation, and liquidity needs. As a Senior Regional Manager you will coach and counsel... ...clients. Internal partners will include Branch Managers, Regional Branch Executives and...SeniorWork at office
- ...best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role...Temporary workWork experience placementImmediate start
$29.08 - $35.54 per hour
...optimal client experience, including greeting clients and processing basic transactions. Develops collaborative partnerships with branch team members and partners to best serve clients. Opens new consumer and business accounts, completes service requests and submits credit...Temporary work$44.52k - $58.08k
...Customer Service function. The overall objective is to utilize banking knowledge to provide high quality customer service and to help the branch generate revenue by delivering optimal solutions. Responsibilities: Execute daily, weekly and monthly operational tasks,...Full timeMonday to Friday$50.1k - $82.8k
...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....Part timeImmediate startDay shift$50.1k - $82.8k
...Job Family Group: Retail Banking Sales & Service Join us in building something new. This Relationship Banker requisition supports our DeNovo branch expansion, where you'll have the opportunity to help launch new locations, shape team culture, and drive client...Contract workPart timeLocal areaImmediate startDay shift$32 - $34 per hour
...Ivy Park at Otay Ranch seeks a Wellness Nurse to coordinate resident care and medication management in a premier senior living community. This role requires a valid California nursing license and includes responsibilities such as communicating with healthcare professionals...SeniorHourly pay$164.5k - $235k
...shape the future of cybersecurity. Role We are looking for a Senior Product Marketing Manager to join our Marketing department. This... ...positioning, launches, and field enablement for Zscaler’s Zero Trust Branch solutions, helping customers replace legacy architectures with a...SeniorFull timeWork at officeLocal area- BMO U.S. is looking for a Relationship Banker in Los Gatos, California, to support our branch expansion. You will engage with customers to assess their needs and provide tailored financial solutions, contributing to client growth and team culture. This role requires 2-...
$47.84k - $74.75k
...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail organization, you will be based in Campbell,... ...hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location.PNC will not provide sponsorship...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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
- legal senior counsel family office Saratoga, CA
- senior vmware engineer Saratoga, CA
- senior consulting engineer Saratoga, CA
- senior human factors engineer Saratoga, CA
- senior developer Saratoga, CA
- senior cloud network engineer Saratoga, CA
- senior Saratoga, CA
- senior performance engineer Saratoga, CA
- senior software engineer remote Saratoga, CA
- senior performance tester Saratoga, CA



