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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 customer relationship management and financial advisory services, with a strong focus on delivering tailored banking solutions and maintaining compliance with regulatory standards. Proven ability to acquire and deepen customer relationships while effectively collaborating with internal partners.
Highest-signal resume keywords
Customer Relationship ManagementFINRA Series 6 LicenseFINRA Series 63 LicenseSecurities Industry Essentials (SIE)State 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 ExperienceProduct RecommendationFinancial AdvisoryMulti-Product GuidanceDocumentation Management
Soft Skills
Relationship BuildingEffective CommunicationJudgment and Decision Making
Tools & Technologies
Mobile Banking SolutionsSelf-Service Banking Options
Certifications & Qualifications
FINRA Series 65 LicenseSAFE Registration
Industry Keywords
Financial ServicesWealth ManagementLendingInvestmentsLoan Originator Compliance
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
- Conduct 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
- Manage and actively grow a defined book of business
- Coordinate warm introductions and integrated solutions 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, and follow policies and regulations
- Complete licensing and SAFE registration requirements for transition from the temporary LP role to Senior Branch Premier Banker (SAFE)
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
- Ability to work a schedule that will include most Saturdays
- FINRA Series 6 and Series 63, or FINRA-recognized equivalents, required and must be active or completed within a designated timeframe
- Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
- FINRA Series 65 or equivalent required within a specified period for employees hired in South Carolina and listed states
- State Insurance license(s), active or completed within a designated timeframe
- Required FINRA licenses must be obtained and maintained for continued employment
- Enhanced financial fitness and criminal background standards
- SAFE registration required at the time of employment
- LO/CFPB requirements and Wells Fargo policies for loan originators
- Credit report and additional ongoing screening may apply
- Not eligible for Visa sponsorship
- Most Saturdays availability
- Desired: financial services industry experience
- Desired: 3+ years of experience in a licensed financial services position
- Desired: successfully completed FINRA Series 6 and 63 exams or recognized equivalents
- Desired: State Insurance license(s)
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs designed to support work-life balance and well-being
- Industry-leading training
- Ongoing coaching
- Digital tools
- Career growth opportunities
- Equal opportunity employment
- Medical accommodation support