Senior Premier Banker

Wells Fargo

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

Posted 10/14/2026full-timeFullerton • California • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and maintaining customer relationships while providing tailored financial solutions across deposits, lending, and investments. Holds necessary FINRA licenses and state insurance licenses to effectively advise clients and manage a book of business.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsBook of Business ManagementFINRA Series 6 and 63 LicensesCoaching and Peer Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceFinancial Services ExperienceRelationship DevelopmentDocumenting Planning ConversationsProactive SourcingLending ExperienceInvestment ExperienceHome Lending ExperienceSelf-Service Banking EducationComplex Client Needs Advisory

Soft Skills

Clear CommunicationEmpathyTrust Building

Certifications & Qualifications

FINRA Series 6 LicenseFINRA Series 63 LicenseState Insurance LicenseSIE ExamSAFE Registration

Industry Keywords

Consumer BankingBusiness BankingHome LendingInvestmentsFinancial Fitness StandardsLoan Originator RequirementsRegulatory Compliance

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 by providing comprehensive, multi-product guidance and ongoing reviews
Own and actively grow a defined book of business across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams to convert opportunities into closed outcomes
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, and follow policies and regulations
Support customers with everyday banking needs, including opening accounts and handling service requests

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
Experience managing a book of business, documenting planning conversations, and driving retention and growth 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)
SIE exam required for FINRA qualification exams earned after September 30, 2018
SAFE registration required at time of employment
Loan Originators must meet LO/CFPB requirements
Ability to meet enhanced financial fitness and criminal background standards
Must be eligible to work without Visa sponsorship
Ability to work a schedule including most Saturdays
Ability to communicate clearly, listen with empathy, and build credibility and trust
Required FINRA licenses must be obtained and maintained for continued employment

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 may be available