Senior Premier Banker

Wells Fargo

. Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments .

Posted 10/6/2026full-timeSanta Clarita • California • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management, financial product recommendations, and compliance with regulatory standards. Proven ability to acquire and deepen customer relationships while managing a diverse book of business across various banking services.

Highest-signal resume keywords

Customer Service ExperienceRelationship BuildingProduct RecommendationsFINRA Series 6FINRA Series 63

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Relationship ManagementFinancial Product KnowledgeAccount OpeningService RequestsCompliance AdherenceDocument ManagementBanking StrategiesInvestment GuidanceLending SolutionsSelf-Service Banking Education

Soft Skills

Effective CommunicationJudgmentProblem SolvingCollaborationAdaptability

Tools & Technologies

Mobile Banking PlatformsBanking SoftwareDocumentation ToolsCustomer Relationship Management Systems

Certifications & Qualifications

FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance LicenseFINRA Series 65SAFE Registration

Industry Keywords

Financial ServicesWealth ManagementConsumer BankingBusiness BankingRegulatory ComplianceCredit StrategiesDepositsInvestmentsLendingCriminal Background Standards

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments
Deepen existing customer relationships through discovery-driven conversations and tailored banking and credit strategies
Serve as the primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
Manage and actively grow a defined book of business across deposits, lending, and investments
Coordinate warm introductions and integrated solutions 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
Handle everyday banking needs including opening accounts and 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
Ability to work a schedule that will include most Saturdays
FINRA Series 6 and Series 63 (or FINRA recognized equivalents), active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
State Insurance license(s), active or completed within a designated timeframe
FINRA Series 65 (or equivalent) required within a specified period for certain 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
LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background
Position is not eligible for Visa sponsorship
Credit report may be reviewed and additional ongoing screening may apply

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