Senior Premier Banker

Wells Fargo

. Grow, deepen, and manage relationships with affluent customers and customers with complex financial needs .

Posted 9/18/2026full-timeNorthridge • California • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing affluent customer relationships and delivering tailored financial solutions across various banking products. Proficient in proactive outreach, account management, and compliance with financial regulations.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63SAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceAccount OpeningService Request HandlingRisk OversightGoals-Based PlanningMulti-Product GuidanceDocumentation ManagementProactive OutreachCoaching And Supporting PeersSelf-Service Banking Education

Soft Skills

Clear CommunicationEmpathetic ListeningBuilding Credibility And Trust

Certifications & Qualifications

State Insurance LicenseFINRA Series 6FINRA Series 63SIE ExamFINRA Series 65

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsFinancial ResponsibilityLO/CFPB RequirementsCriminal Background Standards

About the role

Key responsibilities & impact

Grow, deepen, and manage relationships with affluent customers and customers with complex financial needs
Serve as the primary point of contact for banking products and services through appointments, lobby engagement, and proactive outreach
Own and actively grow a defined book of business using goals-based planning and prudent risk oversight
Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
Open accounts, handle service requests, and provide a seamless everyday banking experience
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 deliver tailored banking and credit strategies
Provide comprehensive, multi-product guidance and ongoing reviews across life stages and changing financial needs
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners 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 timely, and adhere to policies and regulations
Complete licensing requirements and SAFE registration to transition from the temporary LP 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 clear, actionable recommendations
Ability to proactively source, acquire, and deepen relationships through proactive outreach and strong internal partnerships
Experience managing a book-of-business, documenting planning conversations, and following through to drive 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
Successfully completed FINRA Series 6 and 63 exams or FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
State Insurance license(s)
FINRA Series 6 and Series 63 or recognized equivalents must be active or completed within a designated timeframe
SIE exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period for certain states
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
Must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
Position is not eligible for Visa sponsorship
Ability to work a schedule that includes most Saturdays

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Industry-leading training
Ongoing coaching
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