Senior Premier Banker Job San Francisco | Wells Fargo
Overview
You will own and grow a defined book of business for affluent customers at Wells Fargo's 24th & Irving branch. You will lead discovery-driven conversations to deliver tailored banking, credit, and investment strategies, and close multi-product solutions. You will partner with internal teams across Wealth, Home Lending, and Business Banking, and champion digital adoption. This role stands out with a clear path to full licensing and career growth in a top-ranked company.
What You'll Do7
- 1Proactively acquire new affluent customers and deepen existing relationships through strategic outreach, referrals, and pre-planned appointments.
- 2Lead discovery conversations to understand customer goals and deliver banking and credit strategies that drive retention and balanced growth.
- 3Serve as the primary financial partner, providing ongoing reviews and multi-product guidance across life stages.
- 4Partner with Wealth, Home Lending, and Business Banking teams to coordinate warm introductions and convert qualified opportunities into closed outcomes.
- 5Champion digital adoption by educating customers on mobile banking and self-service options to boost satisfaction and engagement.
- 6Advise branch colleagues on relationship development and complex client needs as an active team member.
- 7Demonstrate risk excellence through accurate documentation, sound judgment, and timely escalation of issues.
Requirements10
- 14+ years of customer service experience or equivalent.
- 23+ years building effective relationships with customers and partners.
- 33+ years recommending products and services.
- 4Successfully completed FINRA Series 6 and 63 exams (or recognized equivalents) to qualify for immediate registration.
- 5Active State Insurance license(s) or ability to obtain within designated timeframe.
- 6SIE exam required for FINRA exams taken after Sept. 30, 2018.
- 7Series 65 (or equivalent) required in specific states within a specified period.
- 8SAFE registration required at employment start.
- 9Ability to work Saturdays.
- 10Multilingual in Cantonese or Mandarin preferred.
Salary Insight
$77 - $135k per year
Location
Required Skills
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