Wells Fargo
Senior Premier Banker 24th & Irving - Bilingual Preferred
SAN FRANCISCO, CA · Senior · Full-time · Posted Oct 30, 2026
- Experience
- 4+ years of customer service experience; 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
Manages and grows affluent consumer and business banking relationships by providing tailored, multi-product financial guidance and coordinating solutions across banking partners.
What you'll do
- Acquire customers and deepen relationships through outreach, referrals, appointments, and discovery-driven conversations.
- Advise customers on banking, credit, lending, and investment needs; coordinate referrals and follow-through with internal partners.
- Promote digital banking, support branch colleagues, and meet documentation, risk, and compliance requirements.
What they ask for
- 4+ years of customer service experience, or equivalent demonstrated through 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.
- Required FINRA and state insurance licenses, and SAFE registration; some states also require Series 65 or equivalent.
Nice to have
- Cantonese or Mandarin; multilingual ability is desired.
- Financial services experience, book-of-business management, or experience coaching peers.
Pay
$37.00 - $65.50 (base pay; currency not stated)
Model-written summary · the original posting is authoritative