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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 relationship management, financial product recommendations, and customer service within the financial services industry. Proven ability to acquire and deepen customer relationships while adhering to regulatory standards and completing necessary licensing requirements.
Highest-signal resume keywords
Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63SAFE Registration
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 Services ExperienceProduct RecommendationDocumenting Planning ConversationsProactive OutreachCoaching PeersLoan Originator ComplianceInvestment StrategiesDeposits ManagementLending Management
Soft Skills
Clear CommunicationEmpathyBuilding CredibilityTrust BuildingListening Skills
Tools & Technologies
Mobile Banking SolutionsSelf-Service Banking Options
Certifications & Qualifications
FINRA Series 6FINRA Series 63State Insurance LicenseSIE ExamFINRA Series 65
Industry Keywords
Consumer BankingHome LendingBusiness BankingInvestmentsFinancial Fitness StandardsCriminal Background StandardsLO/CFPB Requirements
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
- Manage and grow a defined book of business across deposits, lending, and investments
- Coordinate warm introductions and integrated solutions 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 and SAFE registration requirements to transition from the temporary license-pending 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
- Experience recommending financial products and translating customer goals into clear, actionable recommendations
- Ability to proactively source, acquire, and deepen relationships through proactive outreach and internal partnerships
- Experience managing a book-of-business, documenting planning conversations, and following through to drive 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)
- Active or timely completion of FINRA Series 6 and Series 63 or recognized equivalents and State Insurance license(s)
- SIE exam required for FINRA qualification exams earned after September 30, 2018
- FINRA Series 65 or equivalent required within a specified period in listed states
- SAFE registration required at the time of employment
- Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
- Must meet enhanced financial fitness and criminal background standards
- Must meet financial responsibility, character, fitness, and criminal background standards
- Must be able to work a schedule including most Saturdays
- Position is not eligible for Visa sponsorship
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