Wells Fargo
Senior Branch Premier Banker-Millbrae
MILLBRAE, CA · Senior · Full-time · Posted Oct 6, 2026
- Experience
- 4+ years of customer service experience (or stated alternatives); 3+ years building and maintaining customer and partner relationships; 3+ years recommending products and services. Desired: 3+ years in a licensed financial services position.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Build and manage relationships with affluent customers, providing advice and coordinated banking, credit, lending, and investment solutions while handling everyday banking needs.
What you'll do
- Acquire new customers and deepen existing relationships through outreach, referrals, and appointments.
- Understand customer goals and provide tailored financial guidance, ongoing reviews, and integrated product solutions.
- Coordinate with Wealth, Home Lending, and Business Banking partners, promote digital banking, and support branch colleagues.
What they ask for
- 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education.
- 3+ years of experience building and maintaining effective relationships with customers and partners.
- 3+ years of experience recommending products and services.
Nice to have
- Financial services experience in consumer, home lending, business banking, or investments.
- FINRA Series 6 and 63 (or recognized equivalents), State Insurance license(s), and 3+ years in a licensed financial services position.
Pay
$37.00 - $65.50 (base salary)
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, SAFE registration
Model-written summary · the original posting is authoritative