Senior Premier Banker San Tan Catalina District

Senior Premier Banker San Tan Catalina District

Wells Fargo

Oro Valley, AZ

Full-time

Posted 5 days ago


Wells Fargo rating

7.8

Company rating: 7.8 out of 10

Based on 683 frontline employees who took The Breakroom Quiz

61st of 141 rated banks


Job description

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us!

About this role:

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. This role is designed for growth oriented professionals who lead with advice to acquire and deepen relationships through meaningful discovery and translate customer goals into comprehensive financial strategies. You will own and actively grow a defined book of business, leveraging goals based planning, and prudent risk oversight to deliver integrated solutions across deposits, investments, credit, home lending, and business banking. In addition, you'll help customers with everyday banking needs-opening accounts, handling service requests, and ensuring a seamless experience making it easier for them to manage their banking with confidence. Success in this role is driven by strong relationship acumen, proactive customer engagement, and seamless collaboration with internal partners across Wealth, Home Lending, and Business Banking to deliver a differentiated customer experience.

Wells Fargo rewards behaviors that consistently create long term customer value and support customers in making informed financial decisions. You'll be supported with digital tools, industry leading training, ongoing coaching, and backed by one of the most recognized brands in banking. This role offers a clear platform for career growth for experienced professionals who excel at building trust, managing a portfolio, and delivering holistic, multi product solutions.

In this role you will:

  • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments

  • Lead discoverydriven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments

  • Serve as the primary financial partner delivering comprehensive, multiproduct guidance and ongoing reviews across life stages and evolving financial needs

  • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes

  • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency

  • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs

  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

  • The Senior Branch Premier Banker LP (license pending) role is a temporary position until employee has successfully completed licensing requirements and SAFE registration. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role. Employees hired into the Senior Branch Premier Banker LP role who are not fully licensed will participate in the Branch Network Licensed Banker program.

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:

  • Experience recommending financial products and translating customer goals into clear, actionable recommendations

  • Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience

  • Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments

  • Experience coaching or supporting peers to strengthen team performance and customer impact

  • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others

  • Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments

  • 3+ years of experience in a licensed financial services position

  • Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

  • State Insurance license(s)

Job Expectations:

  • Ability to work a schedule that will include most Saturdays

  • This role requires FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) which must be active or completed within a designated timeframe. For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required.

  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required 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. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. Requirements may change based on current state regulations.

  • Obtaining and maintaining required FINRA licenses is necessary for continued employment. This role also requires meeting enhanced financial fitness and criminal background standards. Wells Fargo will begin the FINRA review process once an offer is accepted.

  • SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.

  • This position is not eligible for Visa sponsorship

Posting Location(s):

  • 550 E Tangerine Rd Oro Valley, AZ 85755
  • 12140 N Dove Mountain Blvd Marana, AZ 85658
  • 3755 W Cortaro Farms Rd Tucson, AZ 85742
  • 7820 N Silverbell Rd Tucson, AZ 85743
  • 10585 N Oracle Road Oro Valley, AZ 85737

Posting End Date:

5 Jun 2026

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visitDisability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

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


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About Wells Fargo

Sourced by ZipRecruiter

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 41 on Fortune's 2022 rankings of America's largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health and a low-carbon economy.

Industry

Finance and insurance

Company size

10,000+ Employees

Headquarters location

San Francisco, CA, US

Year founded

1852

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Frequently asked questions

Q: What skills or qualities help someone succeed as a Senior Personal Banker?

A: To succeed as a Senior Personal Banker, key technical skills include expertise in financial products and services, such as loans, investments, and credit management, as well as proficiency in banking software and systems. Soft skills like excellent communication, interpersonal, and relationship-building abilities are also crucial, enabling Senior Personal Bankers to effectively advise and support clients, build trust, and drive business growth. By combining these technical and soft skills, Senior Personal Bankers can deliver exceptional client experiences, drive revenue growth, and advance their careers through leadership opportunities and professional development.

Q: What is the career path for a Senior Personal Banker?

A: A Senior Personal Banker typically progresses through a career path that begins with entry-level roles such as Personal Banker or Financial Services Representative, followed by mid-level positions like Relationship Manager or Financial Advisor, and eventually reaches senior roles like Senior Personal Banker or Wealth Management Specialist. Key opportunities for skill development and professional growth in this role include building expertise in financial planning, investment products, and customer relationship management, as well as developing leadership and team management skills. Long-term career prospects for a Senior Personal Banker may include transitioning into leadership roles, such as Branch Manager or Director of Retail Banking, or pursuing specialized roles like Financial Planning and Analysis or Wealth Management.



Wells Fargo job posting for a Senior Premier Banker San Tan Catalina District in Oro Valley, AZ with a salary of $22 to $25 Hourly with a map of Oro Valley location.