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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 building and maintaining customer relationships, providing tailored financial strategies, and managing a diverse book of business across deposits, lending, and investments. Holds necessary financial licenses and adheres to regulatory requirements while delivering exceptional customer service.
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 KnowledgeRelationship DevelopmentDocumentation ManagementOutreach StrategiesLending ExperienceInvestment KnowledgeBusiness Banking ExperienceCompliance Adherence
Soft Skills
Communication SkillsJudgmentProblem-SolvingCollaborationAdvisory Skills
Tools & Technologies
Mobile Banking SolutionsSelf-Service Banking Tools
Certifications & Qualifications
FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance LicenseFINRA Series 65
Industry Keywords
Consumer BankingHome LendingBusiness BankingInvestmentsFinancial Fitness StandardsLoan Originator RequirementsRegulatory Compliance
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 by providing comprehensive, multi-product guidance and ongoing reviews
- Manage and actively grow a defined book of business across deposits, lending, and investments
- Partner with Wealth, Home Lending, and Business Banking teams to coordinate integrated solutions 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
- Complete licensing requirements and SAFE registration; transition from the temporary license-pending role 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
- 3+ years of experience in a licensed financial services position
- Experience recommending financial products and translating customer goals into actionable recommendations
- Experience sourcing, acquiring, and deepening customer relationships through outreach and internal partnerships
- Experience managing a book of business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments
- Financial services industry experience in consumer, home lending, business banking, or investments
- Successfully completed FINRA Series 6 and 63 exams or recognized equivalents sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
- FINRA Series 6 and Series 63 or 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 certain listed states
- Required FINRA licenses must be obtained and maintained for continued employment
- SAFE registration required at the time of employment
- Ability to meet enhanced financial fitness and criminal background standards
- Loan Originators must meet LO/CFPB requirements
- This 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
- 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