Senior Premier Banker

Wells Fargo

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

Posted 10/6/2026full-timePleasanton • California • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and maintaining customer relationships, delivering tailored financial strategies, and managing a diverse book of business across deposits, lending, and investments. Proficient in financial product recommendations and compliance with regulatory requirements.

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 ExperienceProactive OutreachDocumenting Planning ConversationsCoaching PeersLoan Originator RequirementsSecurities Industry Essentials (SIE)State Insurance LicenseCredit Report ReviewRegulatory Compliance

Soft Skills

Clear CommunicationEmpathyBuilding CredibilityTrust BuildingRelationship Development

Tools & Technologies

Mobile Banking OptionsSelf-Service Banking

Certifications & Qualifications

FINRA Series 6FINRA Series 63FINRA Series 65SAFE Registration

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsFinancial Strategies

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 delivering comprehensive, multi-product guidance and ongoing reviews
Own and actively grow a defined book of business across deposits, lending, and investments
Partner with Wealth, Home Lending, and Business Banking to coordinate integrated solutions and convert qualified opportunities
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 and SAFE registration transition requirements from the temporary LP role to the Senior Branch Premier Banker (SAFE) 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
Experience recommending financial products and translating customer goals into clear, actionable recommendations
Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and strong internal partnership
Proven experience managing a book-of-business, documenting planning conversations, and driving 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)
Ability to work a schedule that includes most Saturdays
FINRA Series 6 and Series 63 or recognized equivalents must be 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
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
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
Credit report review and additional ongoing screening may apply
This position is 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