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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers through strategic 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 deepening customer relationships through tailored financial strategies, while managing a diverse book of business across deposits, lending, and investments. Holds necessary financial licenses and adheres to regulatory standards in the financial services industry.
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 KnowledgeRelationship DevelopmentDocumentation ManagementOutreach StrategiesCoaching And SupportFinancial Strategy DevelopmentInvestment KnowledgeLending Knowledge
Soft Skills
Clear CommunicationEmpathyTrust BuildingListening SkillsJudgment
Tools & Technologies
Mobile Banking SolutionsSelf-Service Banking Options
Certifications & Qualifications
FINRA Series 6FINRA Series 63State Insurance LicenseSecurities Industry Essentials (SIE)FINRA Series 65
Industry Keywords
Consumer BankingHome LendingBusiness BankingInvestmentsLoan Originator ComplianceWells Fargo PoliciesEnhanced Financial Fitness StandardsCriminal Background Standards
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
- Deepen existing customer relationships through discovery-driven conversations
- Understand customer goals and deliver tailored banking and credit strategies
- Serve as the primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
- Manage and grow a defined book of business
- Deliver solutions across deposits, investments, credit, home lending, and business banking
- Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners
- 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 follow 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 clear, actionable recommendations
- Ability to proactively source, acquire, and deepen relationships through outreach and internal partnerships
- 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
- FINRA Series 6 and 63 exams, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
- Active or timely completion of required FINRA and state insurance licenses
- Securities Industry Essentials (SIE) exam for applicable FINRA qualifications earned after September 30, 2018
- FINRA Series 65 or equivalent within the specified period for applicable states
- SAFE registration required at employment
- Ability to meet enhanced financial fitness and criminal background standards
- LO/CFPB requirements and Wells Fargo policies for loan originators
- Ability to work a schedule including most Saturdays
- Not eligible for Visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs supporting work-life balance and well-being
- Industry-leading training
- Ongoing coaching
- Digital tools
- Career growth opportunities
- Community investment recognition
- Support for authentic self-expression