Wells Fargo
Senior Premier Banker Cupertino
CUPERTINO, CA · Senior · Full-time · Posted Oct 23, 2026
- Experience
- 4+ years of customer service experience; 3+ years building and maintaining customer and partner relationships; 3+ years recommending products and services. A desired qualification also lists 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 holistic banking, credit, investment, and lending guidance while growing a portfolio and meeting customer service and risk responsibilities.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, and appointments; manage a defined book of business.
- Assess customer goals and coordinate banking, credit, investment, and lending solutions with internal partners.
- Support everyday banking and digital adoption while maintaining accurate documentation and following 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
- FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; SAFE registration is required at employment.
Nice to have
- Experience recommending financial products and turning customer goals into actionable recommendations
- Experience managing a book of business, supporting peers, or working in financial services
Pay
$37.00 - $65.50 (base pay; currency not stated)
Model-written summary · the original posting is authoritative