Senior Premier Banker - 4S Ranch
$76,960–$136,240 year
On-siteSan Diego, California, United States
Job Summary
Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned appointments. Lead discovery-driven conversations to understand customer goals and deliver tailored banking strategies across deposits, investments, credit, and home lending. Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages. Partner with internal teams across Wealth, Home Lending, and Business Banking to coordinate warm introductions and convert qualified opportunities into closed outcomes. Champion digital adoption by educating customers on self-service and mobile banking options. Demonstrate risk excellence through accurate documentation, sound judgment, and timely issue escalation. Work a schedule including most Saturdays. Requires FINRA Series 6, 63, and State Insurance licenses.
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
- 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
- Obtaining and maintaining required FINRA licenses is necessary for continued employment
- This position is not eligible for Visa sponsorship
- This role also requires meeting enhanced financial fitness and criminal background standards
- A credit report may be reviewed (credit score not included) and additional ongoing screening may apply
- Employees 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
Desired Qualifications
- Experience coaching or supporting peers to strengthen team performance and customer impact
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