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Senior Premier Banker
Wells Fargo. Grow, deepen, and manage relationships with affluent customers and customers with complex financial needs .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing affluent customer relationships and delivering tailored financial solutions across deposits, investments, and lending. Proficient in compliance with financial regulations and maintaining accurate documentation while achieving business growth through proactive outreach and strategic planning.
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
Financial Services ExperienceCustomer ServiceGoal-Based PlanningRisk OversightDocumenting Planning ConversationsCoaching PeersSecurities Industry Essentials (SIE)Loan Originator RequirementsHome LendingBusiness Banking
Soft Skills
Effective CommunicationRelationship DevelopmentProactive OutreachJudgmentCollaboration
Tools & Technologies
Mobile Banking OptionsSelf-Service Banking
Certifications & Qualifications
State Insurance LicenseFINRA Series 65
Industry Keywords
Affluent CustomersComplex Financial NeedsIntegrated SolutionsWealth ManagementConsumer Banking
About the role
Key responsibilities & impact- Grow, deepen, and manage relationships with affluent customers and customers with complex financial needs
- Serve as the primary point of contact for banking products and services through appointments, lobby engagement, and proactive outreach
- Acquire new affluent consumer and business customers while deepening existing relationships through outreach, referrals, and appointments
- Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
- Provide comprehensive, multi-product guidance and ongoing reviews across customers’ evolving financial needs
- Own and actively 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 collaborate with Wealth, Home Lending, and Business Banking partners
- 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 timely, and adhere to policies and regulations
- Complete licensing and SAFE registration requirements; transition from the temporary license-pending role to Senior Branch Premier Banker (SAFE) 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 actionable recommendations
- Experience proactively sourcing, acquiring, and deepening customer relationships
- Experience managing a book of business, documenting planning conversations, and following through 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
- FINRA Series 6 and 63 exams or FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
- FINRA licenses must be active or completed within a designated timeframe
- 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 applicable states
- SAFE registration required at the time of 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
- This position is not eligible for Visa sponsorship
- Ability to work a schedule that includes most Saturdays
Benefits
Comp & perks- Comprehensive 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 may be available
- Industry leading training
- Ongoing coaching
- Digital tools to support the role