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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in acquiring and managing affluent consumer and business relationships, providing tailored financial strategies across deposits, lending, and investments. Holds necessary financial licenses and adheres to regulatory standards while delivering exceptional customer service.
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 ExperienceRelationship DevelopmentProduct KnowledgeDocumentation ManagementCoaching And Supporting PeersOutreach And NetworkingActionable RecommendationsMulti-Product GuidanceSelf-Service Banking Education
Soft Skills
Effective CommunicationSound JudgmentCollaborationProblem SolvingInterpersonal Skills
Tools & Technologies
Mobile Banking PlatformsBanking SoftwareCustomer Relationship Management Tools
Certifications & Qualifications
FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance LicenseFINRA Series 65
Industry Keywords
Consumer BankingHome LendingBusiness BankingInvestmentsFinancial Fitness StandardsLO/CFPB RequirementsWells Fargo Policies
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, investments, 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, handle service requests, and support everyday banking needs
- Advise branch colleagues on relationship development and complex client needs
- Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
- Transition from the temporary Senior Branch Premier Banker LP role to Senior Branch Premier Banker (SAFE) after licensing and SAFE registration requirements are completed
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
- 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), active or completed within a designated timeframe
- Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
- Ability to work a schedule including most Saturdays
- FINRA Series 65 or equivalent required within a specified period in certain states
- SAFE registration required at the time of employment
- Must meet enhanced financial fitness and criminal background standards
- Must meet LO/CFPB requirements and Wells Fargo policies
- This position is not eligible for Visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- 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