Senior Branch Premier Banker - Clayton Valley jobs at Wells Fargo in United States, Concord

About this role:

The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.

In this role you will:

• 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 employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:
• 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 though 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. As such, 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 the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

• 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

Desired Qualifications:

• Financial services industry experience in one or a combination of the following: 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 FINRA equivalents) to qualify for immediate registration
• State Insurance license(s)
• 3+ years of experience in a licensed financial services position
• Customer service focus with experience handling complex transactions across multiple systems
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• Excellent verbal, written, and interpersonal communication skills
• Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
• Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
• Ability to follow policies, procedures, and regulations

• Ability to educate and connect customers to technology and share the value of self-service digital banking options

• Experience using strong business acumen to provide financial services consultation to small business customers
• Knowledge and understanding of financial services consumer lending products
• Ability to interact with integrity and professionalism with customers and employees
• High motivation with ability to successfully meet team objectives while maintaining individual performance
• Experience mentoring and peer-coaching others

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Adherence to Wells Fargo sales practices risk management culture
• Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
• For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified 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, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
• State Insurance license(s) are required for this role and must be completed within a specified period
• Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
• Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
• Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.
• A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
• This position is not eligible for Visa sponsorship

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Manage, coach, and develop a team or teams of experienced engineers and engineering managers in roles with moderate complexity and risk, responsible for building high quality capabilities with modern technology

• Ensure adherence to the Banking Platform Architecture, and meeting non-functional requirements with each release

• Partner with, engage and influence architects and experienced engineers to incorporate Wells Fargo Technology technical strategies, while understanding next generation domain architecture and enable application migration paths to target architecture; for example cloud readiness, application modernization, data strategy

• Function as the technical representative for the product during cross-team collaborative efforts and planning

• Identify and recommend opportunities for driving escalated resolution of technology roadblocks including code, build and deployment while also managing overall software development cycle and security standards

• Determine appropriate strategy and actions to act as an escalation partner for scrum masters and the teams to meet moderate to high risk deliverables and help remove impediments, obstacles, and friction while encouraging constant learning, experimentation, and continual improvement

• Build engineering skills side-by-side in the codebase, conduct peer reviews to evaluate quality and solution alignment to technical direction, and guide design, as needed

• Interpret, develop and ensure security, stability, and scalability within functions of technology with moderate complexity, as well as identify, manage and mitigate technology and enterprise risk

• Collaborate with, partner with and influence Product Managers/Product Owners to drive user satisfaction, influence technology requirements and priorities in the product roadmap, promote innovative and intelligent solutions, generate corporate value and articulate technical strategy while being a solid advocate of agile and DevOps practices

• Interact directly with third party vendors and technology service providers

• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in technology engineering

• Hire, build and guide a culture of talent development to have the skills required to effectively design and deliver innovative solutions for product areas and products to meet business objectives and strategy, as well as conduct performance management for engineers and managers

• Technical product leader for agile product within the Marketing product portfolio.

• Team management and leadership of a large team with global resources.

• Strategy creation and management for Marketing Technology capabilities across customer decisioning.

Required Qualifications:

• 6+ years of Software Engineering experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 3+ years of management or leadership experience

• 2+ years experience working with Pega Decision Hub

• 3+ years experience negotiating with leading vendors

Desired Qualifications:

• Familiarity with Adobe Experience Platform

• 3+ years managing SaaS based applications

• 1+ year digital integration strategy

Job Expectations:

• This position is not eligible for Visa sponsorship

• Ability to work on-site at approved location

• Relocation assistance is not available for this position

Pay range:

• 144,400.00 - 300,000.00 USD Annual

  Benefits:

  Posting End Date:

  05 Sep 2025

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Contribute in increasing system efficiencies and lowering the human intervention time on related tasks
• Review and analyze moderately complex operational support systems, application software, and system management tools to ensure the highest levels of systems and infrastructure availability
• Work with vendors and other technical personnel for problem resolution
• Lead team to meet technical deliverables while leveraging solid understanding of technical process controls or standards
• Determine the impact of changes made to existing hardware, software, and schedules
• Audit complex critical systems delivery for business processes
• Reduce the impact of application and infrastructure failures on business delivery
• Present recommendations for resolving more complex situations
• Exercise some independent judgment to analyze performance trends and recommend process improvements while developing understanding of technical process controls or standards
• Work as an internal consultant regarding use of tools and processes

Required Qualifications:

• 4+ years of Systems Engineering, Technology Architecture experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
• 4+ years of Exchange (2016/2019)/Exchange Online/Outlook administrative experience
• 2+years of Intune/Mobility administrative support (iOS/Android/MDM, Intune).
• 4+ years of Microsoft Teams support.
• Windows/Citrix Xen Server Administration.
• Endpoint advanced Support Administration.

Required Qualifications for Europe, Middle East & Africa only:

• Experience in Systems Engineering, and Technology Architecture, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Knowledge of IntuneAdministration/Support(MDP, Intune, BES support, Android/iOS Support, MFA)
• Knowledge of Microsoft Teams (desktop/mobile support, troubleshooting with Microsoft complex related Teams related issues, to administration of polices)
• ExchangeAdministration/Support
• Azure Support
• Active Directory Users and Computers
• ZIXadministration/support
• M365 Application Support
• Knowledge of using ServiceNow as the Ticket Tracking System.
• Knowledge Base articlescomposition/maintenanceof documents
• PowerShell scripting
• SharePoint Administration support
• OneDrive Administration support
• Remote Assistance
• AZ900 or MS900 Certified.
• Automation experience and or knowledge of AI.

Job Expectations:

• This position is not eligible for Visa sponsorship
• Telecommuting is not an option for this position
• This position offers a hybrid work schedule (3 days in the office)
• Relocation assistance is not available for this position
• Ability to work 40hrs with occasional overtime work
• Ability to travel 10% of the time
  

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

As a Senior Technology Business Systems Consultant, you will assist in the modernization of processes, products and systems.This person will be supporting the ServiceNow Service Catalog.

In this role, you will:

• Lead or participate in providing technology initiatives for simple to moderately complex business problems within technology business systems

• Contribute to the development of systems and procedures that are both cost effective and meet the relevant business requirements

• Evaluate moderately complex business, operational, or technical challenges that require an in-depth evaluation of planning and direction conducted to resolve complex business problems

• Partner with business and technology teams to evaluate moderately complex business problems and lead a team to provide comprehensive technological solutions

• Act as an internal consultant within technology and business groups by using quality tools and process definition or improvement to re-engineer technical processes

• Collaborate and consult with business and technology teams to evaluate and resolve issues in order to provide technological solutions and manage both project schedules and deliverables

• Coordinate communication and information flow between business and technology teams

Required Qualifications:

• 4+ years of Business Systems Data experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• 2+ years of ServiceNow experience

• 1+ year of Jira experience

Desired Qualifications:

• 2+ years of ServiceNow Service Catalog preferred

• Ability to communicate confidently and professionally

• Ability to communicate effectively, in both written and verbal formats

• Ability to negotiate, influence, and collaborate to build successful relationships and business outcomes

• Strong analytical skills

• Strong time management skills including the ability to handle multiple deliverables concurrently

Job Expectations:

• This position offers a hybrid work schedule (onsite work is expected in listed location)

• This position is expected to work after hours and weekends on an as needed basis

• This position is not eligible for Visa sponsorship

• Relocation assistance is not available for this position

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role you will:

• Lead, manage and develop a team of branch managers to ensure an exceptional customer and team experience, manage risk, and support growth across multiple branch locations
• Identify and recommend process improvement opportunities to partners by ensuring that colleagues are aligned with applicable regulations, policy and procedure requirements, operational expectations, audit, and escalation processes
• Determine appropriate strategies and actions of the regional banking team to meet the regional branch objectives
• Interpret and deploy branch performance objectives, and lead transformational changes in the region
• Collaborate with partners, peers, and other leaders to understand the trends in the business and execute strategies in alignment with internal goals while managing risk
• Manage allocation of people and financial resources for Regional Banking
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 6+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
• 3+ years of management or leadership experience

Desired Qualifications:

• Experience leading the execution of business strategies to support an excellent customer experience, high performing teams and growth in the business
• Management experience including hiring, coaching, and developing direct reports
• Ability to effectively manage managers
• Experience managing business units in multiple locations
• Strong analytical skills with high attention to detail and accuracy
• Experience building and maintaining effective relationships with customers and internal partners
• Excellent verbal, written, and interpersonal communication skills
• Ability to effectively network and represent Wells Fargo within the community
• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Ability to interact with integrity and professionalism with customer and team members
• Ability to effectively manage time and competing priorities, exercise independent judgment, and use critical thinking skills
• Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking options
• Experience in identifying and managing regulatory compliance and risk
• Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadershipreporting
• Adaptable and flexible coaching style which takes into account the needs and learning styles of a diverse team
• Experience in coaching and influencing management, as well as experience with the affluent or high net worth customer segment

Job Expectations:

• Ability to work a schedule that may include most Saturdays
• Ability to travel up to 50% of the time
• This position is not eligible for Visa sponsorship

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.