Senior Premier Banker Silicon Central
$76,960–$136,240 year
On-site · San Jose, California, United States or Santa Clara, California, United States
Job Summary
Senior Branch Premier Banker at Wells Fargo focuses on acquiring and deepening relationships with affluent clients through proactive outreach, discovery-driven conversations, and tailored banking and credit strategies. The role delivers holistic, multi-product guidance across deposits, lending, investments, and home/business banking, while collaborating with Wealth, Home Lending, and Business Banking teams to provide integrated solutions. Responsibilities include managing a defined book of business, guiding clients through life-stage financial needs, championing digital self-service adoption, and maintaining risk controls through proper documentation and adherence to policies. The position requires licensing (FINRA Series 6/63, SIE where applicable, and state insurance licenses) with a pathway from the Senior Branch Premier Banker LP to the SAFE-licensed role, and includes a schedule that may include Saturdays. The role emphasizes relationship management, proactive outreach, and cross-functional teamwork to ensure a seamless, compliant client experience.
Required Qualifications
- 4+ years of customer service experience or equivalent
- 3+ years of experience building and maintaining effective relationships with customers and partners
- 3+ years of experience recommending products and services
- FINRA Series 6 and 63 exams (or equivalents)
- State Insurance license(s)
- Securities registration requirements (SIE) for certain states
- LIBERAL licensing pathway including SAFE registration
- Ability to work Saturdays
- Credit and background checks as part of licensing process
Additional Requirements
- Not eligible for Visa sponsorship
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.