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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers through strategic outreach, referrals, and planned 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, delivering tailored banking solutions across deposits, lending, and investments. Holds necessary financial licenses and certifications while adhering to regulatory standards and providing exceptional customer service.
Highest-signal resume keywords
Customer Relationship ManagementFinancial Product RecommendationsBook 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 ExperienceDepositsLendingInvestmentsHome LendingBusiness BankingDocumenting Planning ConversationsCoaching PeersSourcing and Acquiring Customers
Soft Skills
Relationship DevelopmentJudgmentCommunicationProblem-SolvingCollaboration
Tools & Technologies
Mobile Banking OptionsSelf-Service Banking
Certifications & Qualifications
FINRA Series 6FINRA Series 63State Insurance LicenseSIE ExamFINRA Series 65
Industry Keywords
Consumer BankingHome LendingBusiness BankingInvestmentsSAFE RegistrationLO/CFPB RequirementsFinancial ResponsibilityCriminal Background Standards
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers through strategic outreach, referrals, and planned appointments
- Deepen existing customer relationships through discovery-driven conversations
- Understand customer goals and deliver tailored banking and credit strategies
- Serve as primary financial partner providing comprehensive multi-product guidance and ongoing reviews
- Grow and manage a defined book of business
- Deliver solutions across deposits, lending, investments, 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
- Complete licensing and SAFE registration requirements for transition from the license-pending role to Senior Branch Premier Banker (SAFE)
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 proactively sourcing, acquiring, and deepening customer relationships
- Experience managing a book of business, documenting planning conversations, and following through 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
- Successfully completed FINRA Series 6 and 63 exams or recognized equivalents sufficient for immediate FINRA registration
- State Insurance license(s)
- FINRA Series 6 and 63 and State Insurance license(s) must be active or completed within a designated timeframe
- SIE exam required for FINRA qualifications earned after September 30, 2018
- FINRA Series 65 or equivalent required within a specified period for listed states
- SAFE registration required at time of employment
- Meet enhanced financial fitness and criminal background standards
- Meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background
- Must work a schedule that includes 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
- Career growth platform