Wells Fargo
Senior Premier Banker Broadway Grant - Bilingual Preferred
SAN FRANCISCO, CA · Senior · Full-time · Posted Oct 16, 2026
- Experience
- 4+ years customer service; 3+ years building and maintaining customer and partner 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 financial guidance, coordinating product solutions, and supporting everyday banking needs.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, and appointments; manage a defined book of business.
- Recommend tailored banking and credit strategies and coordinate solutions across Wealth, Home Lending, and Business Banking.
- Promote digital banking, support branch colleagues, and maintain accurate documentation and compliance with risk policies.
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, SAFE registration, and related qualifications within applicable timeframes.
Nice to have
- Financial services experience; experience managing a book of business or coaching peers.
- Multilingual speaking ability in addition to English; Cantonese preferred.
Pay
$37.00 - $65.50 USD base salary
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65
Model-written summary · the original posting is authoritative