Wells Fargo
Senior Premier Banker Alameda Marina
ALAMEDA, CA · Senior · Full-time · Posted Oct 26, 2026
- Experience
- 4+ years of customer service experience; 3+ years building and maintaining effective relationships; 3+ years recommending products and services.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Manages and grows relationships with affluent banking customers by providing tailored guidance across deposits, lending, investments, and other banking needs.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, appointments, and discovery-led financial conversations.
- Manage a customer book of business and coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners.
- Support everyday banking, promote digital self-service, and maintain accurate documentation and risk controls.
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.
- FINRA Series 6 and Series 63 (or recognized equivalents), State Insurance license(s), and SAFE registration; required licenses must be active or completed within a designated timeframe.
Nice to have
- Experience managing a book of business and recommending financial products based on customer goals.
- Financial services industry experience; 3+ years in a licensed financial services position, FINRA Series 6 and 63 exams, or State Insurance licenses are also listed as desired qualifications.
Pay
$37.00 - $65.50 USD base pay
Model-written summary · the original posting is authoritative