Wells Fargo
Senior Premier Banker Los Gatos
LOS GATOS, CA · Senior · Full-time · Posted Oct 30, 2026
- Experience
- 4+ years of customer service experience (or equivalent demonstrated experience); 3+ years building and maintaining relationships; 3+ years recommending products and services.
- Visa sponsorship
- Not eligible for Visa sponsorship
About the job
Manages and grows relationships with affluent customers by providing tailored banking, credit, investment, and lending guidance while overseeing a book of business and coordinating with internal specialists.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, appointments, and discovery-based financial conversations.
- Provide ongoing, multi-product guidance and coordinate solutions with Wealth, Home Lending, and Business Banking partners.
- Support digital banking adoption and branch colleagues while maintaining accurate documentation and complying with risk and regulatory 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, active or completed within the required timeframe.
Nice to have
- 3+ years of experience in a licensed financial services position.
- Financial services experience in consumer, home lending, business banking, or investments.
Pay
$37.00 - $65.50 USD base salary
Model-written summary · the original posting is authoritative