Senior Premier Banker

Wells Fargo

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

Posted 9/29/2026full-timeUnited StatesSenior💰 $31 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in relationship management, financial product recommendations, and customer service within the financial services industry. Proficient in managing a book of business and delivering tailored banking solutions while ensuring compliance with regulatory standards.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63SAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceDeposits ManagementLending ManagementInvestment ManagementGoal-Based PlanningRisk OversightAccount OpeningService Request HandlingDocumentation ManagementCoaching And Support

Soft Skills

Clear CommunicationEmpathyCredibility BuildingTrust BuildingRelationship Development

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance LicenseSeries 65

Industry Keywords

Consumer BankingHome LendingBusiness BankingWealth ManagementFinancial Planning

About the role

Key responsibilities & impact

Proactively 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 actively grow 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
Partner with Wealth, Home Lending, and Business Banking teams through warm introductions and opportunity conversion
Champion digital adoption by educating customers on self-service and mobile banking
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
Open accounts, handle service requests, and support everyday banking needs
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
Experience proactively sourcing, acquiring, and deepening 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
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
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
Series 65 or equivalent required within a specified period in applicable states
Ability to work a schedule including most Saturdays
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
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