Senior Premier Banker

Wells Fargo

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

Posted 9/18/2026full-timeLake Oswego • Oregon • United StatesSeniorWebsite

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 defined book of business. Proficient in financial product recommendations and compliance with regulatory standards.

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 ExperienceDeposits ManagementLending ManagementInvestment ManagementDocumenting Planning ConversationsDriving Retention And GrowthTranslating Customer GoalsSelf-Service Banking EducationComplex Client Needs Advising

Soft Skills

Strategic OutreachDiscovery-Driven ConversationsSound JudgmentRelationship DevelopmentEffective Communication

Tools & Technologies

Mobile Banking OptionsIntegrated Solutions CoordinationDocumentation Systems

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance LicenseSIE Exam

Industry Keywords

Financial Services IndustryEnhanced Financial Fitness StandardsLO/CFPB RequirementsWells Fargo Policies

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
Deliver tailored banking and credit strategies across deposits, lending, and investments
Serve as the primary financial partner with comprehensive multi-product guidance and ongoing reviews
Manage and actively grow a defined book of business
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking
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 follow policies and regulations
Transition from the temporary LP role to Senior Branch Premier Banker (SAFE) after completing licensing requirements and SAFE registration

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 actionable recommendations
Experience managing a book of business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments
Financial services industry experience
3+ years of experience in a licensed financial services position
FINRA Series 6 and 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
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo policies
Position is not eligible for Visa sponsorship
Ability to work a schedule including most Saturdays

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community investment recognition
Industry-leading training
Ongoing coaching
Career growth opportunities
Digital tools and professional support