Senior Premier Banker

Wells Fargo

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

Posted 10/13/2026full-timeFremont • California • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and maintaining customer relationships, providing tailored financial strategies, and managing a diverse book of business across various banking products. Proficient in compliance with financial regulations and maintaining active licenses for financial services.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceFinancial Services ExperienceLending ManagementInvestment GuidanceAccount OpeningService Request HandlingProactive OutreachDocumentation ManagementCoaching PeersSelf-Service Banking Education

Soft Skills

Clear CommunicationEmpathyTrust BuildingCollaborationJudgment

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance LicenseFINRA Series 65SAFE Registration

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsFinancial StrategiesClient Needs AssessmentRegulatory ComplianceLoan Originator RequirementsCriminal Background StandardsFinancial Fitness

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
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations
Open accounts, handle service requests, and provide seamless everyday banking support

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
Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and strong internal partnership
Experience managing a book-of-business, documenting planning conversations, and driving 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
Successfully completed FINRA Series 6 and 63 exams or FINRA-recognized equivalents sufficient for immediate FINRA registration
State Insurance license(s)
Ability to work a schedule that includes most Saturdays
FINRA Series 6 and Series 63 or equivalents, State Insurance license(s), and SIE exam where applicable; licenses must be active or completed within a designated timeframe
FINRA Series 65 or equivalent within a specified period in applicable states
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
This position is 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