Wells Fargo
Wells FargoVerified Source

Senior Premier Banker Silicon Central Wells Fargo

77K–135K
Onsite · San Jose, California
Posted July 26, 2026
payroll

Overview

Senior Branch Premier Banker (SAFE) leads affluent and complex customer relationships across wealth home lending and business banking. This role drives holistic financial strategies and integrates cross‑team partnerships. Success creates long term value and fosters client confidence.

What You'll Do10

  • 1Proactively acquire affluent consumer and business customers while deepening existing relationships through strategic outreach referrals and scheduled appointments
  • 2Lead discovery‑driven conversations to understand goals and deliver tailored banking and credit strategies that strengthen retention and balanced growth
  • 3Partner with Wealth Home Lending and Business Banking teams to coordinate warm introductions and take ownership of converting opportunities into closed outcomes
  • 4Champion digital adoption by educating customers on self‑service and mobile banking to elevate satisfaction and service efficiency
  • 5Advise branch colleagues on relationship development and managing complex client needs
  • 6Demonstrate risk excellence through accurate documentation sound judgment and timely issue escalation
  • 7Serve as active branch member by participating in licensed banker program if not yet fully licensed
  • 8Manage defined book of business documenting planning conversations and ensuring consistent follow‑through for retention and growth
  • 9Coach or support peers to strengthen team performance and customer impact
  • 10Communicate clearly and confidently listening empathetically to build credibility and trust quickly

Requirements11

  • 14+ years customer service experience or equivalent via work training military education
  • 23+ years recommending financial products translating customer goals into actionable recommendations
  • 3Managed book of business documentation and consistent follow‑through across deposits lending and investments
  • 4Coached or supported peers to improve team performance and customer impact
  • 5Strong written and verbal communication skills with empathy and active listening abilities
  • 6Financial services experience in consumer home lending business banking or investments
  • 7Completed FINRA Series 6 and Series 63 exams (or FINRA recognized equivalents)
  • 8Active State Insurance license or eligibility to obtain within required timeframe
  • 9For certain states FINRA Series 65 exam required within designated period
  • 10Applicants must hold valid FINRA licenses for continued employment
  • 11Enhanced financial fitness and criminal background standards apply

Salary Insight

$77 - $135k per year

Location

Typeonsite
LocationSan Jose, California

Required Skills

Customer Relationship ManagementFinancial Product RecommendationFINRA Series 6FINRA Series 63State Insurance LicenseRisk ManagementDigital AdoptionCoaching Peers
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