Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Banker

$37 - $65.5 per hour

Wells Fargo

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 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.

Required Qualifications:

  • 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

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)

Job Expectations:

  • 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

Branch Locations:

  • Agoura Hills - 5823 Kanan Road, Agoura Hills, CA 91302
  • Camarillo - 487 Carmen Drive, Camarillo, CA 93010
  • East Camarillo - 5000 Santa Rosa Road, Camarillo, CA 93012
  • Moorpark - 515 W. Los Angeles Avenue, Moorpark, CA 93021
  • Mountain Gate Plaza - 1200 East Los Angeles Avenue, Simi Valley, CA 93065
  • Newbury Park - 925 Broadbeck Drive, Newbury Park, CA 91320
  • Oak Park - 604 Lindero Canyon Road, Oak Park, CA 91377
  • Oakbrook - 1760 E. Avenida de Los Arboles, Thousand Oaks, CA 91362
  • Ponderosa & Las Posas - 11 E Ponderosa Drive, Camarillo, CA 93010
  • Simi Valley - 2740 Cochran Street, Simi Valley, CA 93065
  • Thousand Oaks - 140 E. Thousand Oaks Blvd, Thousand Oaks, CA 91360
  • Westlake Main - 3965 Thousand Oaks Blvd., Westlake Village, CA 91362
  • Westlake Plaza - 970 S Westlake Blvd., Westlake, CA 91361

*Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting

Pay Range

Reflected 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 - $65.50

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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Banker in Westlake Village, CA vacancy
  • $37 - $65.5 per hour

     ...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... 
    Suggested
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Westlake Village, CA
    2 days ago
  • A leading financial institution in California is seeking a Private Banker. In this role, you will manage client relationships and provide comprehensive financial advice on investments and wealth planning. Ideal candidates have over 6 years of experience in private banking... 
    Suggested

    JPMorganChase

    Westlake Village, CA
    18 hours ago
  • TwinThread is seeking a Private Banker to join our team in Westlake Village, CA. The successful candidate will advise families on building, preserving, and managing their wealth while using their extensive knowledge in investments, financial planning, credit, and banking... 
    Suggested

    Aumni

    Westlake Village, CA
    2 days ago
  • $170k - $225k

    U.S. Private Bank - Private Banker - Vice President or Executive Director Westlake Village, CA, United States Job Information Job Identification: 210633297 Job Category: Client Advisory Business Unit: Asset & Wealth Management Posting Date: 06/04/2025, 04:24 AM Location... 
    Suggested
    Full time
    Temporary work
    Work experience placement
    Local area

    Aumni

    Westlake Village, CA
    2 days ago
  •  ...Relationship Banker Simi Valley, California;Westlake Village, California To proceed with your application, you must be at least...  ...Bank of America Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N.A. Banking products... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Thousand Oaks, CA
    4 days ago
  • $23.83 - $29.79 per hour

     ...Job Description Job Description Description: Job Title: Personal Banker III – Full-time – Westlake Branch Overview: We are seeking a dynamic Personal Banker III, who is an experienced branch banking advisor in establishing, developing and retaining relationships... 
    Hourly pay
    Full time
    Flexible hours

    Premier America Credit Union

    Thousand Oaks, CA
    22 days ago
  • $21 - $26 per hour

    Description Overview We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial... 
    Full time
    Work experience placement

    Premier America Credit Union

    Thousand Oaks, CA
    4 days ago
  • JPMorgan Chase & Co. is seeking a Relationship Banker in Thousand Oaks, CA. You will represent the Chase brand, build and manage meaningful client relationships, and offer thoughtful financial solutions to meet clients' needs. You will use Chase Mobile App and online tools... 

    JPMorgan Chase & Co.

    Thousand Oaks, CA
    18 hours ago
  • Premier America Credit Union is seeking a Personal Banker III at the Westlake Branch. This role focuses on establishing and retaining member relationships while achieving sales and service goals. The candidate should migrate between teller lines and platforms to maximize... 

    Premier America Credit Union

    Thousand Oaks, CA
    18 hours ago
  •  ...acquisition and deepening existing relationships. The role emphasizes delivering high-touch client experiences, cross-collaborating with Private Bank, Asset Wealth Management, and other units, and ensuring risk-managed, tailored financial solutions for business owners. #J-18... 

    JPMorgan Chase & Co.

    Westlake Village, CA
    1 day ago
  • A community-focused financial institution in Thousand Oaks is seeking a Personal Banker to establish member relationships and provide a full-service banking experience. The ideal candidate will have at least 2 years of personal banking experience and a strong proactive... 

    Firefighters First Credit Union

    Thousand Oaks, CA
    2 days ago
  • Chase is seeking a Senior Business Relationship Manager within Consumer & Community Banking to cultivate and manage a portfolio of profitable business clients. You will acquire new relationships, deepen existing ones and deliver tailored banking solutions while protecting...

    Fairygodboss

    Westlake Village, CA
    4 days ago
  • $21 - $26 per hour

    Premier America Credit Union in Thousand Oaks is looking for a Personal Banker II. This role focuses on developing strong relationships with members to assist them in reaching their financial goals. Candidates should have excellent customer service skills and prior banking... 

    Premier America Credit Union

    Thousand Oaks, CA
    4 days ago
  • $28.85 - $33.65 per hour

    Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial...
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Rotating shift
    Day shift

    Bank of America

    Thousand Oaks, CA
    2 days ago
  • Logix Federal Credit Union, located in California, seeks a Financial Services Officer (Personal Banker/Loan Officer) to join their team. In this high-volume sales role, you'll assist members in achieving their financial goals and exceeding sales targets. The ideal candidate... 

    Logix Federal Credit Union

    Thousand Oaks, CA
    3 days ago
  • $41.72k - $67k

    Job Opportunity In Woodland Hills, CaApplication Deadline: July 25, 2025Address: 19858 Ventura Blvd.Job Family Group: Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding...
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Woodland Hills, CA
    3 days ago
  •  ...Relationship Banker Simi Valley, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Simi Valley, CA
    4 days ago
  • Bank of America is seeking a Customer Service Associate to engage clients in the lobby and educate them on self-service options such as mobile, online banking, and ATM transactions. The role emphasizes accurate cash handling, deep client conversations, and connecting clients...

    Bank of America

    Moorpark, CA
    3 days ago
  • $23 - $31 per hour

     ...list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday... 
    Work experience placement
    Flexible hours

    Wells Fargo

    Simi Valley, CA
    18 hours ago
  • $61k - $119k

    Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial ...
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Westlake Village, CA
    18 hours ago
  •  ...families. They have built their reputation on a "Non-Wall Street" philosophy, specializing in high-conviction alternative investments and private assets that provide true diversification beyond the public markets. They are looking for an Advisor who values sophisticated... 
    Work at office

    Roklyn Consulting

    Thousand Oaks, CA
    4 days ago
  • $30.27 - $37.84 per hour

     ...Job Description Job Description Description: Job Title: Personal Banker IV – Simi Erringer Overview: We are seeking a dynamic Personal Banker IV, who is experienced in supporting the Branch Manager with oversight of the branch. Accountable for all... 
    Hourly pay

    Premier America Credit Union

    Simi Valley, CA
    19 days ago
  • Logix Federal Credit Union is seeking a Financial Services Officer I in Calabasas, CA. Ideal candidates are dynamic, results-driven sales professionals who thrive in a fast-paced environment and love helping members achieve their financial goals. The role offers a competitive...

    Logix Federal Credit Union

    Calabasas, CA
    2 days ago
  • Northwestern Mutual is offering a College Financial Representative internship in Westlake Village, CA. You will learn to prospect, build a client base, and develop a personal business plan with guidance from a Fortune 500 company. As an intern, you’ll participate in coaching...
    Internship
    Flexible hours

    Northwestern Mutual

    Westlake Village, CA
    4 days ago
  • EP Wealth Advisors (EPWA) is a wealth management firm serving high net worth clients with a focus on personalized financial advice and comprehensive wealth strategies. The Wealth Advisor role emphasizes building long-term relationships, understanding client goals, and coordinating...
    Flexible hours

    ep wealth advisors

    Westlake Village, CA
    4 days ago
  • $48k - $100k

    About the Company Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The firm specializes in goals‑based wealth management, including planning for retirement...
    Shift work
    Day shift

    Bank of America

    Westlake Village, CA
    4 days ago
  • $1,000 per month

    Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Westlake Village, CA
    18 hours ago
  • Amgen seeks a Sr Associate in Finance to provide crucial support in financial management, including reporting, budgeting, forecasting, and analysis. You will collaborate with the finance manager and cross-functional teams to enable informed decisions. This role involves...
    Flexible hours

    BioSpace

    Thousand Oaks, CA
    2 days ago
  • $80k - $90k

    A leading financial services firm seeks a Financial Advisor to join their Advisor Development Program in Westlake Village, CA. This role focuses on building client relationships and providing comprehensive investment guidance. The ideal candidate has a Series 7 and 66 license...

    National Black MBA Association

    Westlake Village, CA
    2 days ago
  • $48k - $100k

    Bank of America is seeking Financial Advisors and Wealth Management Client Associates in Westlake Village, California. This role involves delivering goals-based financial planning and building solid client relationships. The ideal candidate should have a strong background...

    Bank of America

    Westlake Village, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Banker. Be the first to apply!