Senior Premier Banker Central Coast District

Wells Fargo

Santa Maria, CA, US
Base: $34.00 - $65.50 ph; bonus/equity: incentive ...
Not specified
4+ years customer service experience
3+ years relationship building
Proactive client acquisition
Wells Fargo is seeking a Senior Premier Banker for its Central Coast District to build and manage relationships with affluent customers and those with complex financial needs. The role emphasizes proactive relationship management, financial strategy development, and collaboration with internal partners to deliver integrated banking solutions

Job Summary

  • This role serves as the primary financial partner for affluent customers, delivering comprehensive multi-product guidance across deposits, investments, and credit.
  • Wells Fargo offers robust benefits including health coverage, 401(k) plans, and tuition reimbursement to support a meaningful career and work-life balance.
  • Success in this position requires strong relationship acumen, proactive outreach to acquire new clients, and seamless collaboration with internal wealth and lending partners.

Matching Summary

Match Score: 85

Wells Fargo is seeking a Senior Premier Banker for its Central Coast District to build and manage relationships with affluent customers and those with complex financial needs. The role emphasizes proactive relationship management, financial strategy development, and collaboration with internal partners to deliver integrated banking solutions.

Salary

Base: $34.00 - $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
  • risk management and compliance
  • digital banking adoption

Nice-to-have

  • wealth management experience
  • home lending background
  • business banking expertise
  • investment product knowledge
  • peer coaching abilities

Key Requirements

  • FINRA Series 6 and 63 exams
  • State Insurance license(s)
  • SAFE registration required
  • 3+ years licensed financial services experience
  • SIE exam if FINRA exams post Sept 2018

Work Rights

Not specified

Tailored Resume

Cover Letter