Senior Premier Banker

Wells Fargo

. Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments .

Posted 10/22/2026full-timeSanta Monica • California • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in acquiring and managing affluent consumer and business relationships, providing tailored financial strategies across deposits, lending, and investments. Proficient in compliance with financial regulations and maintaining accurate documentation 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 resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer Service ExperienceFinancial Services ExperienceLending ExperienceInvestment ExperienceDocumenting Planning ConversationsCoaching PeersOutreach StrategiesActionable RecommendationsBuilding CredibilityManaging Complex Client Needs

Soft Skills

Clear CommunicationEmpathyTrust BuildingRelationship DevelopmentListening Skills

Tools & Technologies

Mobile Banking OptionsSelf-Service Banking Solutions

Certifications & Qualifications

State Insurance LicenseSIE ExamFINRA Series 65

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsLoan Originator RequirementsFinancial Fitness StandardsCriminal Background Standards

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 providing comprehensive, multi-product guidance and ongoing reviews
Own and grow a defined book of business across deposits, lending, and investments
Coordinate with Wealth, Home Lending, and Business Banking partners to deliver 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 follow policies and regulations
Transition from the temporary license-pending 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
Ability to proactively source, acquire, and deepen 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
Experience coaching or supporting peers
Ability to communicate clearly and confidently, listen with empathy, and 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 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
Active or timely completion of required licenses
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements
Not eligible for Visa sponsorship
Ability to work a schedule that includes most Saturdays

Benefits

Comp & perks

Comprehensive 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