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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers through strategic outreach, referrals, and scheduled 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, providing tailored financial solutions across various banking products, and adhering to regulatory requirements. Proficient in managing a book of business while ensuring compliance with financial standards and licensing requirements.
Highest-signal resume keywords
Customer Relationship ManagementFinancial Product RecommendationsBook of Business ManagementFINRA Series 6 and 63SAFE Registration
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 ExperienceProduct KnowledgeRisk OversightGoal-Based PlanningDocumentation ManagementOutreach StrategiesCoaching and SupportDigital Banking EducationComplex Client Needs
Soft Skills
Clear CommunicationEmpathyCredibility BuildingTrust Development
Tools & Technologies
Mobile Banking SolutionsSelf-Service Banking Options
Certifications & Qualifications
State Insurance LicenseSecurities Industry Essentials (SIE)FINRA Series 65
Industry Keywords
Consumer BankingHome LendingBusiness BankingInvestmentsFinancial Fitness StandardsLoan Originator Requirements
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers through strategic outreach, referrals, and scheduled appointments
- Deepen existing customer relationships through discovery-driven conversations and tailored banking and credit strategies
- Serve as the primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
- Grow and manage a defined book of business using goals-based planning and prudent risk oversight
- Deliver integrated 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 to increase digital adoption
- Open accounts, handle service requests, and support everyday banking needs
- Advise branch colleagues on relationship development and complex client needs
- Maintain accurate documentation, escalate issues promptly, and adhere to policies and regulations
- Complete licensing requirements and SAFE registration; transition from the temporary Senior Branch Premier Banker LP role upon successful 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
- Experience proactively sourcing, acquiring, and deepening relationships through outreach and internal partnerships
- Experience managing a book of business, documenting planning conversations, and following through across deposits, lending, and investments
- Experience coaching or supporting peers
- Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
- Financial services industry experience in consumer, home lending, business banking, or investments
- 3+ years of experience in a licensed financial services position
- FINRA Series 6 and 63 exams or recognized equivalents sufficient for immediate FINRA registration
- State Insurance license(s)
- Active or timely completion of required FINRA and State Insurance licenses
- Securities Industry Essentials (SIE) exam for FINRA qualifications earned after September 30, 2018
- FINRA Series 65 or equivalent within the specified timeframe in applicable states
- SAFE registration required at employment
- Ability to meet enhanced financial fitness and criminal background standards
- Loan Originators must meet LO/CFPB requirements
- Must meet Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
- Not eligible for Visa sponsorship
- Ability to work a schedule including 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