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Senior Branch Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and maintaining customer relationships, recommending financial products, and managing a book of business. Proficient in delivering tailored banking solutions across various financial services while adhering to regulatory requirements.
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
Customer Service ExperienceFinancial Services ExperienceProactive OutreachDocumenting Planning ConversationsCoaching PeersDeposits ManagementLending ManagementInvestment ManagementMobile Banking EducationSAFE Registration
Soft Skills
Effective CommunicationJudgment and Decision-MakingCollaborationRelationship DevelopmentProblem-Solving
Certifications & Qualifications
FINRA Series 6FINRA Series 63SIE ExamFINRA Series 65
Industry Keywords
Consumer BankingHome LendingBusiness BankingWealth ManagementFinancial ResponsibilityLO/CFPB RequirementsCriminal Background StandardsEnhanced Financial Fitness
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
- Deepen existing customer relationships through discovery-driven conversations
- Translate customer goals into tailored banking and credit strategies
- Serve as the primary financial partner with comprehensive, multi-product guidance and ongoing reviews
- Manage and grow a defined book of business
- Deliver solutions across deposits, investments, credit, home lending, and business banking
- Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners
- Educate customers on self-service and mobile banking options
- Open accounts and handle everyday banking service requests
- Advise branch colleagues on relationship development and complex client needs
- Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
- Complete licensing and SAFE registration transition requirements
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 actionable recommendations
- Experience sourcing, acquiring, and deepening customer relationships through proactive outreach and internal partnerships
- Experience managing a book of business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments
- Experience coaching or supporting peers
- 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 for immediate FINRA registration
- State Insurance license(s)
- FINRA Series 6 and Series 63, or recognized equivalents, must be active or completed within a designated timeframe
- SIE exam required for FINRA qualification exams earned after September 30, 2018
- FINRA Series 65 or equivalent required within a specified period in applicable states
- Required FINRA licenses must be obtained and maintained for continued employment
- Enhanced financial fitness and criminal background standards
- SAFE registration required at time of employment
- Must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
- This position is not eligible for visa sponsorship
- Ability to work a schedule including most Saturdays
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs designed to support work-life balance and well-being
- Industry-leading training
- Ongoing coaching
- Career growth opportunities
- Equal opportunity employment
- Medical accommodation support during recruitment
- Drug-free workplace