Talent.com
serp_jobs.error_messages.no_longer_accepting
Senior Premier Banker - San Anselmo

Senior Premier Banker - San Anselmo

WELLS FARGO BANKMuir Beach, CA, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.temporary
job_description.job_card.job_description

Job Description

Job Description

Why Wells Fargo :

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top 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) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.

In this role you will :

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties :
  • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
  • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
  • Escalate banking related issues or business risks that require an in-depth evaluation
  • Advise customers on various aspects of recommended and available financial options and services
  • Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
  • Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
  • Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
  • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
  • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
  • Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
  • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
  • This SAFE position has customer contact and job duties which may include the offering / negotiating of terms and / or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

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 :

  • Financial services industry experience in one or a combination of the following : corporate, consumer, mortgage, investments, brokerage, or private banking
  • Experience recommending financial services products and services
  • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration
  • State Insurance license(s)
  • 3+ years of experience in a licensed financial services position
  • Customer service focus with experience handling complex transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Excellent verbal, written, and interpersonal communication skills
  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
  • Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • Ability to educate and connect customers to technology and share the value of self-service digital banking options
  • Experience using strong business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to interact with integrity and professionalism with customers and employees
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer-coaching others
  • Job Expectations :

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9 / 30 / 2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed 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. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65 / 66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • Obtaining and / or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http : / / fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
  • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship
  • Pay Range

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    $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
  • Posting End Date : 17 Oct 2025

  • 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.

    ]]>

    serp_jobs.job_alerts.create_a_job

    Senior Banker • Muir Beach, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Financial Services Officer

    Financial Services Officer

    Mechanics BankSonoma, CA, US
    serp_jobs.job_card.full_time
    Mechanics Bank is currently searching for a Financial Services Officer to join our team at our Sonoma Branch.The Financial Services Officer is a key contributor to the sales performance of a Retail...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Retail Relationship Banker

    Retail Relationship Banker

    BmoLarkspur, CA, US
    serp_jobs.job_card.part_time
    Retail Banking Sales & Service.Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Banker - Napa area

    Relationship Banker - Napa area

    Bank of AmericaNapa, CA, US
    serp_jobs.job_card.full_time
    Bank Of America Financial Center Representative.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Credit Risk Lead

    Credit Risk Lead

    CardlessSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.At Cardless, we’re building a credit card and loyalty platform that consumer businesses use to engage ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Controller - Nonprofit

    Controller - Nonprofit

    JobotNapa, CA, US
    serp_jobs.job_card.full_time
    Nonprofit, Sage Intacct, Great Culture.This Jobot Job is hosted by : Dylan Currier.Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary : $140,0...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Relationship Banker II

    Relationship Banker II

    Cathay Bank - HeadquartersSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Staff Accountant

    Senior Staff Accountant

    Haystack ConsultantsSonoma, CA, US
    serp_jobs.job_card.full_time
    Senior Staff Accountant – Commercial Real Estate Investment Firm.Full-Time | On-Site with Occasional Remote Work.Salary : Up to $120,000 + Excellent Benefits. Immediate Hire | Long-Term Growth ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Banker

    Private Banker

    First Citizens BankSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (H...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Global Corporate Banking - Technology - Associate

    Global Corporate Banking - Technology - Associate

    JPMorgan ChaseSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Associate Position In Technology Coverage Group.We are looking for a client-focused, relationship-oriented Associate looking to add value by solving complex problems within the Technology coverage ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Retail Banker

    Retail Banker

    BANK OF MARINSan Rafael, CA, US
    serp_jobs.job_card.full_time
    If you are looking to provide top retail banking performance and service excellence in an upbeat positive setting, we are looking for you!. Bank of Marin, voted by our employees as one of the "...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Community Lending Officer - Oakland, CA

    Community Lending Officer - Oakland, CA

    CitigroupOakland, CA, US
    serp_jobs.job_card.full_time
    Community Lending Officer - Oakland, CA.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...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Global Corporate Banking - Technology - Associate

    Global Corporate Banking - Technology - Associate

    ChaseSan Francisco, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Senior Credit Analyst

    Senior Credit Analyst

    FlexportSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    At Flexport, we believe global trade can move the human race forward.That’s why it’s our mission to make global commerce so easy there will be more of it. We’re shaping the future of a $10T industry...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Associate, Banking

    Associate, Banking

    Stifel FinancialSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Banker

    Associate Banker

    BmoSan Francisco, CA, US
    serp_jobs.job_card.part_time
    Job Opportunity In Retail Banking Sales & Service.Application Deadline : 08 / 04 / 2025.Job Family Group : Retail Banking Sales & Service. Bilingual in English and Chinese Language is preferred.Delivers e...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Banker, PBO

    Private Banker, PBO

    Citizens Financial GroupSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Focus on the core content of the job post, removing all extra metadata, navigation mentions, and redundant headers.Keep the formatting beautiful and high signal to noise ratio.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Associate Banker

    Associate Banker

    East West BancorpSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Being the next generation Associate Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking exper...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Chief Financial Officer – To $165K – San Francisco, CA – Job # 3174

    Chief Financial Officer – To $165K – San Francisco, CA – Job # 3174

    The Symicor GroupSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX.Our nationally unique value proposition centers around providing the very best available banking and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Credit Officer

    Credit Officer

    Michael PageSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Analyze financial statements, tax returns with emphasis on cashflow, profitability and liquidity.Review property appraisals, environmental reports and evaluate suitability as loan collaterals.Asses...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Community Lending Officer San Francisco California - Hybrid

    Community Lending Officer San Francisco California - Hybrid

    CitigroupSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Community Lending Officer San Francisco California - Hybrid.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 g...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30