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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and 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 while providing tailored financial strategies. Proficient in navigating the financial services landscape, including deposits, lending, and investments, with a strong focus on compliance and customer education.
Highest-signal resume keywords
Customer Relationship ManagementFinancial Product RecommendationsLicensed Financial Services ExperienceBook Of Business ManagementFINRA Series 6 And Series 63
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 Strategy DevelopmentAccount OpeningDocumenting Planning ConversationsCoaching Peers
Soft Skills
Effective CommunicationJudgment And Decision MakingRelationship Development
Tools & Technologies
Mobile Banking OptionsSelf-Service Banking
Certifications & Qualifications
FINRA Series 6FINRA Series 63State Insurance LicenseSIE ExamFINRA Series 65
Industry Keywords
Financial ServicesConsumer BankingHome LendingBusiness BankingInvestments
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 providing 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 teams to coordinate introductions 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
- Open accounts and handle everyday banking service requests
- Complete licensing and SAFE registration requirements to transition from the 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
- 3+ years of experience in a licensed financial services position
- Experience recommending financial products and translating customer goals into clear, actionable recommendations
- Experience proactively sourcing, acquiring, and deepening relationships
- Experience managing a book-of-business and documenting planning conversations
- Experience coaching or supporting peers
- Financial services industry experience in consumer, home lending, business banking, or investments
- FINRA Series 6 and Series 63 exams or FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
- State Insurance license(s), 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 in applicable states
- SAFE registration required at the time of employment
- Ability to meet enhanced financial fitness and criminal background standards
- Must meet LO/CFPB requirements and Wells Fargo policies
- This position is not eligible for Visa sponsorship
- Ability to work a schedule that will include 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