FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
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, and maintaining compliance with regulatory standards. Proficient in financial product recommendations and coaching peers to enhance customer service delivery.
Highest-signal resume keywords
Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63State Insurance License
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 RecommendationDocumentation ManagementCoaching PeersMobile Banking EducationLoan Originator ComplianceSourcing Customer RelationshipsActionable Recommendations
Soft Skills
Effective CommunicationSound JudgmentProblem SolvingTeam CollaborationCustomer Education
Certifications & Qualifications
FINRA Series 6FINRA Series 63SIE ExamSeries 65SAFE Registration
Industry Keywords
Consumer BankingHome LendingBusiness BankingInvestmentsFinancial Fitness StandardsCriminal Background StandardsLO/CFPB Requirements
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 provide tailored banking and credit strategies
- Serve as the primary financial partner with comprehensive, multi-product guidance and ongoing reviews
- Manage and grow a defined book of business across deposits, lending, and investments
- Partner with Wealth, Home Lending, and Business Banking teams to coordinate integrated solutions and convert opportunities
- 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
- Transition from the temporary Senior Branch Premier Banker LP role to Senior Branch Premier Banker (SAFE) after licensing 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 actionable recommendations
- Experience sourcing, acquiring, and deepening customer relationships
- Experience managing a book of business and documenting planning conversations
- 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 recognized equivalents sufficient for immediate FINRA registration
- State Insurance license(s)
- SIE exam for FINRA qualifications earned after September 30, 2018
- Series 65 or equivalent within a specified period in applicable states
- Active or timely completion of required FINRA and state insurance licenses
- SAFE registration required at employment
- Must meet enhanced financial fitness and criminal background standards
- Loan Originators must meet LO/CFPB requirements
- Ability to work a schedule including most Saturdays
- Not eligible for Visa sponsorship
Benefits
Comp & perks- Robust benefits and competitive compensation
- 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
- Digital tools, industry-leading training, and ongoing coaching
- Incentive opportunities may be available