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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 relationship management, financial product recommendations, and customer service within the financial services industry. Proven ability to manage a book of business while adhering to regulatory standards and providing tailored banking solutions.
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 ExperienceProduct RecommendationOutreach And Relationship DevelopmentDocumentation And PlanningCoaching And Supporting PeersDeposits ManagementLending ManagementInvestments ManagementSelf-Service Banking Education
Soft Skills
Effective CommunicationSound JudgmentProblem SolvingCollaborationRelationship Building
Certifications & Qualifications
State Insurance LicenseFINRA Series 65SIE Exam
Industry Keywords
Consumer BankingHome LendingBusiness BankingWealth ManagementFinancial Fitness StandardsLO/CFPB RequirementsCriminal Background Standards
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
- Conduct 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
- Coordinate integrated solutions across Wealth, Home Lending, and Business Banking
- Make warm introductions, set expectations, and convert qualified 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 adhere to policies and regulations
- Manage and grow a defined book of business across deposits, investments, credit, home lending, and business banking
- Support everyday banking needs, including opening accounts and handling service requests
- Transition from the temporary license-pending role to Senior Branch Premier Banker (SAFE) after completing licensing requirements and SAFE registration
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 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
- 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 Series 65 or equivalent required within a specified period for Maryland and other listed states
- SIE exam required for FINRA qualification exams earned after September 30, 2018
- SAFE registration required at the time of employment
- Required FINRA licenses must be obtained and maintained for continued employment
- Enhanced financial fitness and criminal background standards
- LO/CFPB requirements and Wells Fargo financial responsibility, character, fitness, and criminal background standards
- Must be able to work a schedule including most Saturdays
- 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 may be available
- Industry leading training
- Ongoing coaching
- Digital tools