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Wells Fargo

Senior Premier Banker

Wells Fargo

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

Posted 10/6/2026full-timeAlbuquerque • New Mexico • United StatesSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer relationship management, financial product recommendations, and compliance with regulatory standards. Proven ability to acquire and deepen customer relationships while delivering tailored banking solutions.

Highest-signal resume keywords
Customer Relationship ManagementFINRA Series 6 and 63Securities Industry Essentials (SIE)State Insurance LicenseBook of Business Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial Product RecommendationsCustomer ServiceAccount OpeningBanking Solutions DeliveryDocumentation Management
Soft Skills
Relationship BuildingCommunicationJudgmentCollaborationCoaching
Tools & Technologies
Digital BankingMobile Banking
Certifications & Qualifications
FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)FINRA Series 65State Insurance License
Industry Keywords
Financial ServicesCustomer GoalsCompliance StandardsLoan Originator RequirementsSAFE Registration

About the role

Key responsibilities & impact
  • Acquire new affluent consumer and business customers through strategic outreach, referrals, and 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 providing multi-product guidance and ongoing reviews
  • Grow and manage 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
  • Educate customers on digital and mobile banking options
  • Open accounts and handle everyday banking service requests
  • Advise branch colleagues on relationship development and complex client needs
  • Maintain accurate documentation, exercise sound judgment, escalate issues, and follow 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
  • 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 New Mexico and listed 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
  • Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
  • Must meet standards related to financial responsibility, character, fitness, and criminal background
  • Not eligible for visa sponsorship
  • Desired: experience recommending financial products and translating customer goals into actionable recommendations
  • Desired: experience sourcing, acquiring, and deepening customer relationships
  • Desired: experience managing a book of business and documenting planning conversations
  • Desired: experience coaching or supporting peers
  • Desired: financial services industry experience
  • Desired: 3+ years of experience in a licensed financial services position
  • Desired: successfully completed FINRA Series 6 and 63 exams and state insurance license(s)

Benefits

Comp & perks
  • Robust benefits
  • Competitive compensation
  • Work-life balance and well-being programs
  • Community involvement recognition
  • Industry-leading training
  • Ongoing coaching
  • Digital tools
  • Career growth platform