Overview

Join Wells Fargo as a Senior Branch Premier Banker SAFE within Consumer Banking and Lending in Branch Banking. After completing the required licensing and SAFE registration, you will transition to the Senior Branch Premier Banker SAFE role. This position is based in Sacramento, CA 95816. Wells Fargo emphasizes a comprehensive career experience that supports growth, community impact, and financial success for clients and teammates alike.

Why Wells Fargo

Wells Fargo is a global leader in financial services, driving innovation and empowering communities. The company offers a well life approach that supports you beyond work, with robust benefits, competitive compensation, and programs designed to foster work‑life balance and well‑being. You will be recognized for your authentic contributions, rewarded for community investment, and encouraged to grow. Wells Fargo has been ranked among the top workplaces for career growth in the 2025 LinkedIn Top Companies list in the United States.

What you will do

In this role you will proactively pursue new affluent consumer and small business clients while deepening relationships with existing ones. You will address moderately complex customer concerns using established resolution protocols, escalate issues that require thorough evaluation, and advise clients on suitable financial options and services. You will maintain strong knowledge of Wells Fargo banking, credit, and investment solutions and collaborate with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to meet clients' identified goals. You will assess client needs related to business, mortgage, retirement, and investments, and apply independent judgment to manage relationships through regular reviews of financial conditions and objectives. You will work as a contributing member of the branch team, guiding colleagues in developing relationships and addressing moderately complex to complex client needs.

Proactively cultivate new affluent consumer and small business clients and deepen existing relationships through outreach and scheduled meetings
Review and resolve moderately complex customer concerns by applying discretionary resolution protocols
Escalate banking issues or business risks that require in-depth evaluation
Advise customers on available financial options and services aligned with their goals
Maintain extensive knowledge of Wells Fargo banking, credit, and investment solutions and services
Identify client needs for business, mortgage, retirement, and investment services and partner with specialists to fulfill those needs
Understand and manage risk by following policies, procedures, and regulatory requirements
Collect financial information from customers and analyze it to create customized plans
Build relationships with branch colleagues, affluent clients, and partners to acquire, deepen, and retain relationships
Exercise independent judgment to manage client relationships through regular meetings and ongoing guidance
Contribute to the branch team by coaching others on relationship development and handling complex client needs

This SAFE role involves customer contact and may include offering or negotiating terms or taking applications for dwelling secured transactions. Compliance with the SAFE Mortgage Licensing Act of 2008 and related regulations is required. Ongoing employment depends on meeting all requirements, including acceptable background results. Individuals in this role must also meet Loan Originator requirements under Regulation Z as described in the job expectations.

Licensing and regulatory requirements

Upon hire, licensing and SAFE registration are required to transition from the LP SAFE program to the Senior Branch Premier Banker SAFE role. FINRA registrations (Series 6 and Series 63) are required and must be current or completed within the specified period. For certain new qualifications obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co‑requisite is required. In some states, a Series 65 (or equivalent) will also be required within a defined period. State insurance licenses are required and must be completed within a specified period. Licensing timelines and requirements will be communicated upon offer acceptance. Maintaining FINRA licenses is necessary for ongoing employment, and additional requirements include meeting enhanced financial fitness criteria.

Required qualifications

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military service, or education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services

Desired qualifications

Experience in the financial services industry across corporate, consumer, mortgage, investments, brokerage, or private banking
Experience recommending financial services products and services
Successfully completed FINRA Series 6 and 63 exams (or recognized equivalents) to qualify for immediate registration
State Insurance license(s)
3+ years of experience in a licensed financial services role
Strong customer service focus with the ability to handle complex transactions across multiple systems
Proven ability to proactively source, acquire, build, and maintain client relationships
Excellent verbal, written, and interpersonal communication skills
Understanding of book of business processes to actively manage a Wells Fargo client base
Knowledge of Branch Banking compliance controls, risk management, and loss prevention
Ability to follow policies, procedures, and regulations
Ability to educate customers about technology and promote self-service digital banking options
Experience using business acumen to advise small business clients on financial services
Knowledge of consumer lending products
Professional integrity and strong, respectful interaction with clients and colleagues
High motivation to achieve team goals while sustaining personal performance
Experience mentoring and peer coaching others

Job expectations

Schedule may include most Saturdays
Adherence to Wells Fargo sales practices and risk management culture
Current registration for FINRA Series 6 and Series 63 is required or must be completed within the specified period. For certain exams completed after 9/30/2018, the SIE co-requisite is required
In specific states, Series 65 (or equivalent) must be completed within a defined period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, WY. Wyoming allows referral-only IAR registration without Series 65/66. State requirements are subject to change
State insurance licenses are required and must be completed within a specified period
Licensing requirements and completion timelines depend on the number of licenses needed and will be communicated with the offer
Obtaining and maintaining FINRA licenses is required for ongoing employment, with additional requirements including meeting enhanced financial fitness criteria
Note: The description may reference additional regulatory expectations as part of the role
Additional details will be provided upon offer acceptance

Premier Banker Sacramento Capital District

Job Description