Wells Fargo
Senior Premier Banker Brokaw Plaza
SAN JOSE, CA · Senior · Full-time · Posted Oct 19, 2026
- Experience
- 4+ years of customer service experience (or equivalent demonstrated through work experience, training, military experience, education); 3+ years building and maintaining customer and partner relationships; 3+ years recommending products and services.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Grows and manages affluent consumer and business customer relationships by providing comprehensive banking, credit, investment, and lending guidance and coordinating solutions with internal partners.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, and appointments; manage a defined book of business.
- Assess customer goals and provide tailored, multi-product guidance, ongoing reviews, and coordinated referrals across partner teams.
- Promote digital banking, support branch colleagues, and meet documentation, risk, and compliance standards.
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.
- FINRA Series 6 and Series 63 (or FINRA recognized equivalents), State Insurance license(s), and SAFE registration are required; licenses may be completed within a designated timeframe.
Nice to have
- 3+ years of experience in a licensed financial services position.
- Financial services industry experience in consumer, home lending, business banking, or investments.
Pay
$37.00 - $65.50 (base salary)
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65
Model-written summary · the original posting is authoritative