Wells Fargo
Senior Premier Banker Walnut Creek East Bay Ridge District
WALNUT CREEK, CA +4 · Senior · Full-time · Posted Oct 14, 2026
- Location
- WALNUT CREEK, CA
ALAMO, CA
ORINDA, CA
LAFAYETTE, CA
MORAGA, CA - Experience
- 4+ years customer service; 3+ years building and maintaining relationships; 3+ years recommending products and services. Alternatives for the customer service requirement: work experience, training, military experience, or education.
- Visa sponsorship
- Not eligible for Visa sponsorship
About the job
Build and manage relationships with affluent customers, providing tailored banking, credit, investment, and lending guidance while growing a book of business and supporting everyday banking needs.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, and appointments; provide ongoing financial reviews and recommendations.
- Coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners, and promote digital banking adoption.
- Support branch colleagues and maintain risk, documentation, licensing, and regulatory 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 FINRA recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; SIE and, in specified states, Series 65 may also be required
Nice to have
- Financial services industry experience in consumer, home lending, business banking, or investments
- 3+ years in a licensed financial services position; completed FINRA Series 6 and 63 exams or recognized equivalents; peer coaching experience
Pay
$37.00 - $65.50 USD base salary
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65
Model-written summary · the original posting is authoritative