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Senior Premier Banker
Wells Fargo. Proactively acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments .
Posted 10/17/2026full-timeThousand Oaks • California • United StatesSenior💰 $37 - $66 per hourWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in building and maintaining customer relationships while providing tailored financial solutions across various banking products. Holds necessary FINRA licenses and complies with regulatory standards to ensure effective service delivery.
Highest-signal resume keywords
FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance LicenseCustomer Relationship Management
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 RecommendationAccount OpeningFinancial Strategy DevelopmentDocumentation Management
Soft Skills
Relationship BuildingCommunicationProblem SolvingCoachingJudgment
Tools & Technologies
Mobile Banking SolutionsSelf-Service Banking Options
Certifications & Qualifications
FINRA Series 65SAFE Registration
Industry Keywords
Financial ServicesWealth ManagementHome LendingBusiness BankingLoan Originator Compliance
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
- Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
- Partner with Wealth, Home Lending, and Business Banking professionals through warm introductions and opportunity conversion
- Educate customers on self-service and mobile banking options
- Open accounts, handle service requests, and support everyday banking needs
- 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; transition from the temporary license-pending role to Senior Branch Premier Banker (SAFE) upon successful completion
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
- LO/CFPB requirements for Loan Originators
- Compliance with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
- Not eligible for Visa sponsorship
- Desired: experience recommending financial products and translating customer goals into actionable recommendations
- Desired: experience sourcing, acquiring, and deepening customer relationships
- Desired: experience managing a book of business and documenting planning conversations
- Desired: experience coaching or supporting peers
- Desired: financial services industry experience
- Desired: 3+ years of experience in a licensed financial services position
- Desired: completed FINRA Series 6 and 63 exams or recognized equivalents sufficient for immediate FINRA registration
Benefits
Comp & perks- Comprehensive health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance
- Critical illness insurance
- Accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Incentive opportunities