Wells Fargo
Senior Premier Banker Evergreen
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. Desired: 3+ years in a licensed financial services position.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Grows and manages relationships with affluent banking customers by providing tailored, multi-product financial guidance and coordinating services across branch and partner teams.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, and appointments; manage a defined book of business.
- Understand customer goals and recommend banking, credit, lending, and investment solutions, with ongoing reviews.
- Coordinate with internal partners, promote digital banking, support branch colleagues, and meet 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), State Insurance license(s), and SAFE registration are 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; peer coaching or support experience.
Pay
$37.00 - $65.50 (base pay range; currency not stated)
Model-written summary · the original posting is authoritative