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Wells Fargo

Senior Premier Banker

Wells Fargo

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

Posted 10/27/2026full-timeGrants Pass • Oregon • United StatesSeniorWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates expertise in customer relationship management and financial product guidance, with a strong focus on compliance and regulatory standards. Proven ability to manage a book of business while delivering tailored banking solutions and fostering collaboration across financial services.

Highest-signal resume keywords
Customer Relationship ManagementFINRA Series 6 LicenseFINRA Series 63 LicenseBook Of Business ManagementFinancial Services Industry Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Customer Service ExperienceProduct RecommendationRisk OversightGoals-Based PlanningAccount OpeningService Request HandlingSelf-Service Banking EducationCompliance DocumentationFinancial Product GuidanceMulti-Product Solutions
Soft Skills
Relationship BuildingEffective CommunicationCoaching PeersJudgmentCollaboration
Tools & Technologies
Mobile BankingSelf-Service Banking
Certifications & Qualifications
FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance LicenseFINRA Series 65SAFE Registration
Industry Keywords
Financial ServicesConsumer BankingBusiness BankingWealth ManagementHome LendingCompliance StandardsLoan OriginatorsEnhanced Financial FitnessCriminal Background StandardsLO/CFPB Requirements

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 and 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 using goals-based planning and prudent risk oversight
  • Deliver solutions across deposits, investments, credit, home lending, and business banking
  • Open accounts, handle service requests, and support everyday banking needs
  • 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 comply with policies and regulations
  • Complete licensing and SAFE registration requirements before transitioning from the license-pending role

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
  • 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
  • SAFE registration required at the time of employment
  • Must meet enhanced financial fitness and criminal background standards
  • Must meet LO/CFPB requirements and Wells Fargo policies for loan originators
  • Ability to work a schedule that includes most Saturdays
  • No visa sponsorship available
  • Financial services industry experience is desired
  • 3+ years of experience in a licensed financial services position is desired
  • Successfully completed FINRA Series 6 and 63 exams is desired
  • Proven book-of-business management experience is desired
  • Experience coaching or supporting peers is desired

Benefits

Comp & perks
  • Robust benefits
  • Competitive compensation
  • Programs designed to support work-life balance and well-being
  • Industry-leading training
  • Ongoing coaching
  • Digital tools
  • Career growth opportunities
  • Equal opportunity employment
  • Medical accommodations during recruitment or interviews
  • Drug-free workplace