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Wells Fargo

Senior Premier Banker

Wells Fargo

. Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments .

Posted 9/29/2026full-timeSunnyvale • California • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer relationship management, financial product recommendations, and compliance with regulatory standards. Proven ability to manage a book of business while delivering tailored banking strategies and fostering collaboration across financial services teams.

Highest-signal resume keywords
Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And Series 63SAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Customer Service ExperienceLicensed Financial Services ExperienceDeposits ManagementLending ManagementInvestments ManagementRisk ManagementDocumentation SkillsFinancial PlanningProduct KnowledgeIssue Escalation
Soft Skills
Relationship BuildingCommunication SkillsProblem SolvingCollaborationJudgment
Tools & Technologies
Mobile BankingSelf-Service Banking
Certifications & Qualifications
FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance LicenseFINRA Series 65
Industry Keywords
Financial ServicesConsumer BankingHome LendingBusiness BankingInvestments

About the role

Key responsibilities & impact
  • Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
  • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
  • Serve as the primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
  • Own and grow a defined book of business across deposits, lending, and investments
  • Partner with Wealth, Home Lending, and Business Banking teams to coordinate introductions and convert opportunities into closed outcomes
  • Educate customers on self-service and mobile banking options
  • Advise branch colleagues on relationship development and complex client needs
  • Demonstrate risk excellence through accurate documentation, sound judgment, issue escalation, and policy compliance
  • Transition from the temporary Senior Branch Premier Banker LP role to the SAFE role after successful licensing and SAFE registration

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
  • 3+ years of experience in a licensed financial services position
  • Experience recommending financial products and translating customer goals into actionable recommendations
  • Experience managing a book of business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments
  • Financial services industry experience in consumer, home lending, business banking, or investments
  • FINRA Series 6 and Series 63 exams or recognized equivalents sufficient for immediate FINRA registration
  • State Insurance license(s), active or completed within a designated timeframe
  • Securities Industry Essentials (SIE) exam required for applicable FINRA qualifications earned after September 30, 2018
  • FINRA Series 65 or equivalent required within a specified period in listed states
  • SAFE registration required at the time of employment
  • Loan Originators must meet LO/CFPB requirements
  • Ability to meet enhanced financial fitness and criminal background standards
  • Ability to work most Saturdays
  • This position is not eligible for Visa sponsorship

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