Finance Jobs in Carmichael, CA

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23d ago

Premier Banker Sacramento Capital District

Wells Fargo Carmichael, CA

Carmichael, CA

23d ago

$37 - $65/hr Full time Advisor Banker Banking

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Job Description

The Senior Branch Premier Banker (SAFE) role at Wells Fargo, within the Consumer Banking and Lending, Branch Banking group, centers on acquiring and deepening affluent client relationships, advising on financial options, and managing risk. This position is based onsite in Carmichael, California.

Responsibilities

Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until licensing requirements are met. Upon successful completion, employees transition to the Senior Branch Premier Banker (SAFE) role and perform duties described below.
Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
Review and analyze moderately complex customer concerns for possible resolution through discretionary application of applicable resolution protocols
Escalate banking related issues or business risks that require an in-depth evaluation
Advise customers on various aspects of recommended and available financial options and services
Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals
Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
This SAFE position has customer contact and job duties which may include the offering/ negotiating of terms and/or taking an application for a dwelling secured transaction. This position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet Loan Originator requirements.

Requirements

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: 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

Benefits

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement

Posting Locations

30th & Capitol 3001 Capitol Ave., Sacramento, CA. 95816
Arden Fair Mall 1510 Arden Way, Sacramento, CA. 95815
Carmichael 7225 Fair Oaks Blvd., Carmichael, CA 95608
Country Club Centre 2301 Watt Ave., Sacramento, CA. 95825
Elkhorn 5339 Elkhorn Blvd., Sacramento, CA. 95842
Madison / Auburn 5051 Auburn Blvd., Sacramento, CA. 95841
North Natomas 2261 Del Paso Rd., Sacramento, CA. 95835
North Sacramento 1501 Del Paso Blvd., Sacramento, CA. 95815
Sacramento Main 400 Capitol Mall, Sacramento, CA. 95814
South Natomas 1532 West El Camino, Sacramento, CA. 95833
Southport Town Center 2140 Town Center Plaza, Sacramento, CA. 95691
West Natomas 3220 Arena Blvd., Sacramento, CA. 95834

Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting.

Pay Range

Pay range: USD 37 - 65 per hour. The base pay range reflects potential variation based on factors such as prior performance, skills, experience, and work location. Employees may also be eligible for incentive opportunities.

Posting End Date

Posting end date: 17 Apr 2026. The job posting may be removed earlier due to volume of applicants.

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