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Senior Branch Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in acquiring and deepening customer relationships through tailored financial strategies across deposits, lending, and investments. Proven ability to manage a book of business while adhering to regulatory requirements and maintaining high standards of customer service.
Highest-signal resume keywords
Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63State Insurance License
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Strategy DevelopmentCustomer ServiceProactive OutreachDocumentation ManagementInvestment Knowledge
Soft Skills
Empathetic CommunicationTrust BuildingTeam Performance Coaching
Tools & Technologies
Mobile Banking SolutionsSelf-Service Banking Options
Certifications & Qualifications
FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)FINRA Series 65
Industry Keywords
Financial ServicesConsumer BankingHome LendingBusiness BankingInvestment Management
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments
- Deepen existing customer relationships through discovery-driven conversations
- Deliver tailored banking and credit strategies across deposits, lending, and investments
- Serve as the primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
- Manage and actively grow a defined book of business
- Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
- Convert qualified opportunities into closed outcomes
- Educate customers on self-service and mobile banking options
- Advise branch colleagues on relationship development and complex client needs
- Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
- Transition from the temporary Senior Branch Premier Banker LP role to Senior Branch Premier Banker (SAFE) after licensing and SAFE registration completion
Requirements
What you’ll need- 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
- 3+ years of experience building and maintaining effective relationships with customers and partners
- 3+ years of experience recommending products and services
- 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, documenting 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 consumer, home lending, business banking, or investments
- 3+ years of experience in a licensed financial services position
- Successfully completed FINRA Series 6 and 63 exams or FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
- Active or timely completion of FINRA Series 6 and Series 63 or recognized equivalents and State Insurance license(s)
- Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
- FINRA Series 65 or equivalent required within a specified period for hires in Connecticut and listed states
- Required FINRA licenses must be obtained and maintained for continued employment
- Enhanced financial fitness and criminal background standards
- SAFE registration required at the time of employment
- Ability to meet LO/CFPB requirements and Wells Fargo policies
- Credit report may be reviewed and additional ongoing screening may apply
- Not eligible for Visa sponsorship
- Ability to work a schedule that will include most Saturdays
Benefits
Comp & perks- Robust benefits
- Work-life balance and well-being programs
- Industry-leading training
- Ongoing coaching
- 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
- Incentive opportunities