Senior Premier Banker

Wells Fargo

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

Posted 10/27/2026full-timeLake Oswego • Oregon • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management, financial product recommendations, and compliance with regulatory standards. Proficient in delivering tailored banking solutions and fostering digital adoption among clients.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceProduct RecommendationsAccount OpeningService Request HandlingFinancial Strategy Development

Soft Skills

Relationship BuildingEffective CommunicationJudgment and Decision Making

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 65SAFE Registration

Industry Keywords

BankingWealth ManagementHome LendingBusiness BankingLoan Originator Compliance

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned 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 with comprehensive, multi-product guidance and ongoing reviews
Manage and actively grow a defined book of business
Deliver solutions across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners
Champion digital adoption and educate customers on self-service and mobile banking
Open accounts, handle service requests, and support everyday banking needs
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations

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
Ability to work a schedule that will include most Saturdays
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
FINRA Series 65 (or equivalent) required within a specified period for applicable states
State Insurance license(s), active or completed within a designated timeframe
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
LO/CFPB requirements and Wells Fargo policies for Loan Originators
Not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community investment recognition
Digital tools
Industry-leading training
Ongoing coaching
Career growth opportunities