Senior Premier Banker

Wells Fargo

. Acquire new affluent consumer and business customers while deepening existing relationships through outreach, referrals, and appointments .

Posted 11/10/2026full-timeSan Luis Obispo • California • United StatesSenior💰 $37 - $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. Proven ability to acquire and deepen customer relationships while adhering to regulatory standards and maintaining accurate documentation.

Highest-signal resume keywords

Customer Service ExperienceRelationship ManagementFinancial Product RecommendationsFINRA Series 6 And 63State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Book Of Business ManagementFinancial Strategy DevelopmentAccount OpeningService Request HandlingDocumenting Planning Conversations

Soft Skills

Clear CommunicationEmpathyTrust BuildingCoaching And Supporting Peers

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 6FINRA Series 63SIE ExamSeries 65

Industry Keywords

Financial ServicesConsumer BankingHome LendingBusiness BankingInvestments

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers while deepening 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 grow a defined book of business across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
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 adhere to policies and regulations
Open accounts, handle service requests, and provide everyday banking support
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 clear, actionable recommendations
Ability to proactively source, acquire, and deepen relationships through proactive outreach and internal partnership
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)
FINRA Series 6 and Series 63 or recognized equivalents must be active or completed within a designated timeframe
SIE exam required for FINRA qualification exams earned after September 30, 2018
Series 65 or equivalent required within a specified period for designated states
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements and Wells Fargo standards
Enhanced financial fitness and criminal background standards
Not eligible for Visa sponsorship
Ability to work a schedule that includes 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