Wells Fargo
Senior Premier Banker Serramonte
DALY CITY, CA · Senior · Full-time · Posted Oct 28, 2026
- Experience
- 4+ years customer service; 3+ years building customer and partner relationships; 3+ years recommending products and services. Some desired qualifications include 3+ years in a licensed financial services position.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Build and manage relationships with affluent customers by providing tailored banking, credit, investment, and lending guidance while supporting everyday banking needs and managing risk.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, appointments, and financial discovery.
- Coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners, and promote digital banking adoption.
- Support branch colleagues and maintain accurate documentation, sound risk oversight, and compliance.
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 stated timeframes; SIE and, for specified states, Series 65 (or equivalent) may also be required.
Nice to have
- Experience managing a book of business and recommending financial products based on customer goals.
- Financial services experience; coaching or supporting peers; 3+ years in a licensed financial services position; FINRA exams and State Insurance license(s).
Pay
$37.00 - $65.50 (base pay; currency not stated)
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, State Insurance license(s)
Model-written summary · the original posting is authoritative