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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned 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 solutions across various banking products, and adhering to regulatory requirements. Proven ability to manage a book of business while delivering exceptional customer service and achieving growth targets.
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
Financial Services ExperienceGoal-Based PlanningRisk OversightDocumentation ManagementCoaching and Supporting Peers
Soft Skills
Clear CommunicationEmpathetic ListeningBuilding Credibility and Trust
Tools & Technologies
Mobile Banking SolutionsSelf-Service Banking Options
Certifications & Qualifications
State Insurance LicenseFINRA Series 65Securities Industry Essentials (SIE)
Industry Keywords
Consumer BankingHome LendingBusiness BankingInvestmentsLoan Originator Requirements
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments
- Deepen existing relationships through discovery-driven conversations and tailored banking and credit strategies
- Serve as the primary financial partner for comprehensive, multi-product guidance and ongoing reviews
- Grow and manage 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
- 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 license-pending 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 clear, actionable recommendations
- Ability to proactively source, acquire, and deepen 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
- Clear and confident communication, empathetic listening, and ability to build credibility and trust
- 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 required within a specified period for North Carolina hires
- Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
- 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
- Must not require 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
- Career growth opportunities