Wells Fargo
Senior Premier Banker East Bay Ridge
CASTRO VALLEY, CA +2 · Senior · Full-time · Posted Oct 8, 2026
- Location
- CASTRO VALLEY, CA
OAKLAND, CA
PIEDMONT, CA - Experience
- 4+ years of customer service experience (or stated equivalent); 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
- This position is not eligible for Visa sponsorship
About the job
Manage and grow affluent consumer and business banking relationships by providing tailored, multi-product financial guidance and coordinating solutions across branch and internal partner teams.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, appointments, and discovery-based recommendations.
- Manage a book of business and deliver ongoing guidance across deposits, lending, investments, and everyday banking needs.
- Coordinate with internal partners, promote digital banking, support branch colleagues, and uphold risk and compliance standards.
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 are required within the stated timeframes; SIE and, in specified states, Series 65 (or equivalent) may also be required.
Nice to have
- Financial services industry experience in consumer, home lending, business banking, or investments.
- Experience managing a book of business, coaching peers, and translating customer goals into actionable recommendations.
Pay
$37.00 - $65.50 USD base salary
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, SAFE registration
Model-written summary · the original posting is authoritative