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Senior Premier Banker
Wells Fargo. Proactively 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 customer relationship management and financial product recommendations, with a strong focus on achieving client goals through tailored banking strategies. Holds necessary FINRA licenses and state insurance certifications to provide comprehensive financial guidance.
Highest-signal resume keywords
Customer Relationship ManagementFINRA Series 6 LicenseFINRA Series 63 LicenseFinancial Product RecommendationBook of Business Management
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 PlanningRisk OversightMulti-Product GuidanceLoan OriginationDocumenting Planning ConversationsSelf-Service Banking EducationComplex Client Needs AdvisoryGoal-Based PlanningSourcing and Acquiring Customers
Soft Skills
Clear CommunicationEmpathetic ListeningTrust BuildingCoaching PeersRelationship Development
Tools & Technologies
Mobile Banking SolutionsBanking Software
Certifications & Qualifications
FINRA Series 65 LicenseState Insurance LicenseSecurities Industry Essentials (SIE)
Industry Keywords
Financial ServicesWealth ManagementHome LendingBusiness BankingConsumer Banking
About the role
Key responsibilities & impact- Proactively 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 using goals-based planning and prudent risk oversight
- Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
- Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners and convert qualified opportunities into closed outcomes
- Educate customers on self-service and mobile banking options
- Handle everyday banking needs, including opening accounts and service requests
- Advise branch colleagues on relationship development and complex client needs
- Maintain accurate documentation, exercise sound judgment, escalate issues, and adhere to policies and regulations
- Transition from the temporary Senior Branch Premier Banker LP role to the SAFE role after licensing and SAFE registration 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, 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 hires in VA and listed states
- State Insurance license(s) must be 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
- Credit report may be reviewed and additional ongoing screening may apply
- Position is not eligible for Visa sponsorship
- Desired: financial products recommendation experience and ability to translate 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: clear and confident communication, empathetic listening, and ability to build trust
- 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 or recognized equivalents sufficient for immediate FINRA registration
- Desired: State Insurance license(s)
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
- Industry-leading training
- Ongoing coaching
- Digital tools