Senior Premier Banker

Wells Fargo

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

Posted 10/5/2026full-timeSan Jose • California • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and financial product recommendations, with a strong focus on customer service and goal-oriented planning. Holds necessary financial licenses and adheres to regulatory standards while providing comprehensive banking solutions.

Highest-signal resume keywords

Customer Service ExperienceRelationship BuildingFinancial Product RecommendationsLicensed Financial Services ExperienceBook Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningRisk OversightAccount OpeningService Request HandlingDocumenting Customer InteractionsGoal-Based PlanningSelf-Service Banking EducationComplex Client Needs AdvisoryIntegrated Banking SolutionsProactive Relationship Sourcing

Soft Skills

Clear CommunicationEmpathyTrust BuildingCoachingCollaboration

Tools & Technologies

Mobile BankingSelf-Service Banking Options

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance LicenseSIE ExamFINRA Series 65SAFE Registration

Industry Keywords

Financial ServicesConsumer BankingHome LendingBusiness BankingInvestmentsLoan Originator RequirementsCFPB ComplianceEnhanced Financial Fitness Standards

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 provide 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 using goals-based planning and prudent risk oversight
Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams
Educate customers on self-service and mobile banking options
Advise branch colleagues on relationship development and complex client needs
Document customer interactions accurately, escalate issues promptly, and adhere to policies and regulations
Open accounts, handle service requests, and provide seamless everyday banking support
Transition from the temporary Senior Branch Premier Banker LP role to Senior Branch Premier Banker (SAFE) after completing licensing requirements 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
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 to drive retention and growth 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)
SIE exam for FINRA qualifications earned after September 30, 2018
FINRA Series 65 or equivalent within a specified period where required by state
Active or timely completion of required FINRA and state insurance licenses
SAFE registration at the time of employment
Ability to meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements
Ability to work most Saturdays
Must meet Wells Fargo financial responsibility, character, fitness, and criminal background standards
Not eligible for visa sponsorship

Benefits

Comp & perks

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