Senior Premier Banker Marin County District

Wells Fargo

Corte Madera, CA, US
Base: $37.00 - $65.50 ph; bonus/equity: incentive ...
Not specified (assumed to be in-person based on the role's nature)
4+ years customer service experience
3+ years relationship building
Proactive client acquisition and outreach
Wells Fargo is seeking a Senior Premier Banker for its Marin County District to manage relationships with affluent customers, offering comprehensive financial strategies and services. The ideal candidate should have a strong background in customer service, relationship management, and financial services, with experience in proactive outreach and managing a book of business

Job Summary

  • This role serves as the primary financial partner for affluent customers, delivering comprehensive multi-product guidance across deposits, investments, and lending.
  • Wells Fargo offers robust benefits including health coverage, 401(k) plans, parental leave, and tuition reimbursement to support a meaningful career.
  • Success in this position requires owning a defined book of business while leveraging goals-based planning to drive balanced growth and retention.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Senior Premier Banker for its Marin County District to manage relationships with affluent customers, offering comprehensive financial strategies and services. The ideal candidate should have a strong background in customer service, relationship management, and financial services, with experience in proactive outreach and managing a book of business.

Salary

Base: $37.00 - $65.50 per hour; Bonus/Equity: Incentive opportunities available; Benefits: Comprehensive health, 401(k), paid time off, and tuition reimbursement

Skills & Requirements

Must-have

  • 4+ years customer service experience
  • 3+ years relationship building
  • Proactive client acquisition and outreach
  • Multi-product banking solutions delivery
  • Risk management and compliance adherence

Nice-to-have

  • Experience coaching peers on performance
  • Strong empathy and trust building skills
  • Digital adoption education capabilities
  • Holistic financial strategy planning
  • Internal partnership collaboration

Key Requirements

  • FINRA Series 6 and 63 exams required
  • State Insurance license(s) required
  • SAFE registration required at employment
  • Series 65 exam required for specific states
  • Enhanced financial fitness and background check

Work Rights

Not specified

Tailored Resume

Cover Letter