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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and scheduled 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 support.
Highest-signal resume keywords
Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63State Insurance License
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 ExperienceProactive OutreachDocumenting Planning ConversationsCoaching PeersHome LendingBusiness BankingInvestmentsSecurities Industry Essentials (SIE)Loan Originator Requirements
Soft Skills
Effective CommunicationJudgmentRelationship Development
Tools & Technologies
Mobile Banking OptionsSelf-Service Banking
Certifications & Qualifications
FINRA Series 6FINRA Series 63State Insurance LicenseSAFE Registration
Industry Keywords
Consumer BankingHome LendingBusiness BankingFinancial StrategiesAffluent Customers
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and scheduled 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 actively grow a defined book of business
- 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
- Support customers with everyday banking needs, including opening accounts and handling service requests
- Participate in the Branch Network Licensed Banker program if hired into the 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 actionable recommendations
- Experience sourcing, acquiring, and deepening customer relationships through proactive outreach and internal partnerships
- 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
- Successfully completed FINRA Series 6 and 63 exams or FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
- State Insurance license(s)
- FINRA Series 6 and Series 63 or equivalents must be active or completed within a designated timeframe
- Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
- SAFE registration required at the time of employment
- 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
- Must not require Visa sponsorship
- Must be able to work a schedule including most Saturdays
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
- Digital tools
- Career growth opportunities