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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in customer relationship management, financial product recommendations, and compliance with regulatory standards. Proficient in managing a diverse book of business while providing tailored banking solutions and maintaining accurate documentation.
Highest-signal resume keywords
Customer Service ExperienceRelationship BuildingProduct RecommendationsFINRA Series 6FINRA Series 63
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 Relationship ManagementFinancial Product KnowledgeAccount OpeningLoan OriginationCompliance Adherence
Soft Skills
Effective CommunicationJudgmentProblem Solving
Tools & Technologies
Mobile BankingSelf-Service Banking
Certifications & Qualifications
FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance LicenseFINRA Series 65
Industry Keywords
Financial ServicesWealth ManagementBusiness BankingDepositsInvestments
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
- Deepen existing customer relationships through discovery-driven conversations and tailored banking and credit strategies
- Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews
- Manage and grow a defined book of business across deposits, lending, and investments
- Coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners
- 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
- Open accounts and handle everyday banking service requests
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), active or completed within a designated timeframe
- Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
- State Insurance license(s), active or completed within a designated timeframe
- FINRA Series 65 (or equivalent) required within a specified period in applicable states
- 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
- Loan Originators must meet LO/CFPB requirements
- Ability to comply with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
- Position is not eligible for Visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Work-life balance and well-being programs
- Industry-leading training
- Ongoing coaching
- Digital tools and support for career growth