Senior Premier Banker

Wells Fargo

. Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments .

Posted 11/3/2026full-timeLaguna Niguel • California • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in acquiring and managing affluent consumer and business relationships, providing tailored financial strategies across deposits, lending, and investments. Holds necessary financial licenses and adheres to regulatory standards while delivering exceptional customer service.

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

Customer Service ExperienceFinancial Services ExperienceRelationship DevelopmentProduct KnowledgeDocumentation ManagementCoaching And Supporting PeersOutreach And NetworkingSales ConversionMobile Banking EducationCompliance Adherence

Soft Skills

Effective CommunicationJudgment And Decision-MakingCollaborationProblem-SolvingInterpersonal Skills

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance LicenseSecurities Industry Essentials (SIE)FINRA Series 65

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsFinancial Fitness StandardsLoan Originator RequirementsClient Needs AssessmentWarm IntroductionsRetention StrategiesRegulatory Compliance

About the role

Key responsibilities & impact

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
Serve as the primary financial partner by providing comprehensive multi-product guidance and ongoing reviews
Manage and grow a defined book of business across deposits, lending, investments, and related banking products
Coordinate warm introductions and collaborate 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 adhere to policies and regulations
Complete licensing requirements and SAFE registration; transition from the temporary LP role to Senior Branch Premier Banker (SAFE) upon successful completion

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 sourcing, acquiring, and deepening customer 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
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 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 time of employment
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements
Ability to work a schedule including 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
Industry-leading training
Ongoing coaching
Digital tools
Incentive opportunities