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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 relationship management and financial product recommendations, with a strong focus on customer service and proactive outreach. Holds necessary financial licenses and certifications to provide comprehensive banking solutions across various financial services.
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 ExperienceGoal-Based PlanningRisk OversightDocumenting Planning ConversationsCoaching PeersProactive OutreachSelf-Service Banking EducationComplex Client Needs AdvisoryClosing Sales Opportunities
Soft Skills
Clear CommunicationEmpathyBuilding CredibilityTrust BuildingListening Skills
Certifications & Qualifications
FINRA Series 6FINRA Series 63State Insurance LicenseSIE ExamFINRA Series 65
Industry Keywords
Consumer BankingHome LendingBusiness BankingInvestmentsFinancial Fitness StandardsLO/CFPB RequirementsWells Fargo Policies
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
- 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 and partner with Wealth, Home Lending, and Business Banking teams
- 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 follow policies and regulations
- Complete licensing requirements and SAFE registration to transition from the temporary license-pending role
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 proactive outreach and strong internal partnership
- 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
- 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
- Successfully completed FINRA Series 6 and 63 exams, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration
- State Insurance license(s), active or completed within a designated timeframe
- SIE exam required for FINRA qualification exams earned after September 30, 2018
- FINRA Series 65 or equivalent required within a specified period in Minnesota and listed states
- SAFE registration required at the time of employment
- Must meet enhanced financial fitness and criminal background standards
- Must satisfy LO/CFPB requirements and Wells Fargo policies
- 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