Senior Premier Banker

Wells Fargo

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

Posted 9/29/2026full-timeOakland • California • United StatesSenior💰 $37 - $66 per hourWebsite

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

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 ExperienceLending StrategiesInvestment StrategiesAccount OpeningDocumentation ManagementCoaching PeersSelf-Service Banking EducationComplex Client Needs AdvisoryRelationship Development

Soft Skills

Effective CommunicationJudgmentProblem-SolvingCollaborationStrategic Outreach

Tools & Technologies

Mobile Banking PlatformsCRM SoftwareFinancial Planning ToolsDocumentation SystemsClient Management Systems

Certifications & Qualifications

State Insurance LicenseFINRA Series 65SIE Exam

Industry Keywords

Consumer BankingHome LendingBusiness BankingWealth ManagementFinancial ComplianceClient RetentionFinancial Fitness StandardsLoan Originator RequirementsRegulatory ComplianceEnhanced Background Standards

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments
Deepen existing customer relationships
Lead discovery-driven conversations to understand customer goals
Deliver tailored banking and credit strategies across deposits, lending, and investments
Serve as the primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
Own and actively grow a defined book of business
Coordinate warm introductions 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 timely, and follow policies and regulations
Open accounts and handle everyday banking service requests
Transition from the temporary Senior Branch Premier Banker LP role to Senior Branch Premier Banker (SAFE) after completing licensing 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 clear, actionable recommendations
Experience sourcing, acquiring, and deepening customer relationships
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
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 FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
State Insurance license(s)
FINRA Series 65 or equivalent within a specified period for listed states where hired
SIE exam required for FINRA qualifications earned after September 30, 2018
SAFE registration required at the time of employment
Ability to work a schedule including most Saturdays
Required FINRA licenses must be obtained and maintained for continued employment
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements
No visa sponsorship available

Benefits

Comp & perks

Comprehensive health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance
Critical illness insurance
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