Senior Premier Banker

Wells Fargo

. Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments .

Posted 11/7/2026full-timeLos Angeles • California • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in acquiring and deepening customer relationships while providing tailored financial strategies. Proficient in managing a book of business and ensuring compliance with financial regulations and licensing requirements.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsFINRA Series 6 and 63State Insurance LicenseCoaching and Supporting Peers

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceBuilding Effective RelationshipsDocumenting Planning ConversationsProactive Sourcing of CustomersFinancial Services Experience

Soft Skills

Discovery-Driven ConversationsSound Risk JudgmentEffective Communication

Tools & Technologies

Mobile Banking OptionsSelf-Service Banking

Certifications & Qualifications

FINRA Series 6FINRA Series 63SIE ExamFINRA Series 65SAFE Registration

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsLoan Originator Requirements

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
Deepen existing customer relationships
Conduct discovery-driven conversations to understand customer goals
Deliver tailored banking and credit strategies
Serve as primary financial partner with comprehensive multi-product guidance
Conduct ongoing reviews across customers’ evolving financial needs
Coordinate warm introductions 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 and exercise sound risk judgment
Escalate issues promptly and adhere to policies and regulations
Complete licensing requirements and SAFE registration; transition from the temporary LP role 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
Experience recommending financial products and translating customer goals into actionable recommendations
Ability to proactively source, acquire, and deepen customer relationships
Experience managing a book of business and documenting planning conversations
Experience coaching or supporting peers
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 recognized equivalents sufficient 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
FINRA Series 65 or equivalent required within a specified period for applicable states
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements
Position is not eligible for Visa sponsorship
Ability to work a schedule that includes most Saturdays

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 may be available