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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers through strategic outreach, referrals, and planned appointments .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in acquiring and managing affluent consumer and business relationships while delivering tailored financial strategies across multiple products. Proficient in compliance with financial regulations and maintaining accurate documentation.
Highest-signal resume keywords
Customer Service ExperienceRelationship ManagementFinancial Product RecommendationsLicensed Financial Services ExperienceFINRA Series 6 And 63
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account OpeningService Request HandlingDocumenting Planning ConversationsCoaching PeersFinancial Strategy Development
Soft Skills
Effective CommunicationJudgmentProblem Solving
Tools & Technologies
Mobile Banking OptionsSelf-Service Banking
Certifications & Qualifications
FINRA Series 6FINRA Series 63State Insurance LicenseSIE ExamFINRA Series 65
Industry Keywords
Financial ServicesConsumer BankingHome LendingBusiness BankingInvestments
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers through strategic outreach, referrals, and planned appointments
- Deepen existing relationships through discovery-driven conversations
- Deliver tailored banking and credit strategies across deposits, lending, and investments
- Serve as the primary financial partner and provide 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 partners
- 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
- Open accounts, handle service requests, and provide everyday banking support
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 proactively sourcing, acquiring, and deepening customer relationships
- Experience managing a book of business and documenting planning conversations
- Experience coaching or supporting peers
- Financial services industry experience in consumer, home lending, business banking, or investments
- 3+ years of experience in a licensed financial services position
- FINRA Series 6 and 63 exams or recognized equivalents sufficient for immediate FINRA registration
- State Insurance license(s)
- SIE exam required for FINRA qualifications earned after September 30, 2018
- FINRA Series 65 or equivalent required within a specified period in listed states
- Required FINRA licenses must be obtained and maintained for continued employment
- SAFE registration required at the time of employment
- Must meet enhanced financial fitness and criminal background standards
- Loan Originators must meet LO/CFPB requirements
- Ability to work a schedule including most Saturdays
- No visa sponsorship available
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
- Career growth opportunities
- Digital tools