Senior Premier Banker

Wells Fargo

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

Posted 11/10/2026full-timePleasanton • 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 acquiring and deepening customer relationships while providing tailored financial solutions across deposits, investments, credit, and lending. Holds necessary financial licenses and certifications to operate effectively in the financial services industry.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceFinancial Services ExperienceProactive OutreachDocumenting Planning ConversationsCoaching PeersLoan Originator RequirementsSecurities Industry Essentials (SIE)FINRA Series 65SAFE RegistrationComplex Client Needs

Soft Skills

Clear CommunicationEmpathetic ListeningBuilding CredibilityTrust Building

Tools & Technologies

Mobile Banking OptionsSelf-Service Banking Solutions

Certifications & Qualifications

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

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsFinancial Fitness StandardsCriminal Background StandardsLO/CFPB Requirements

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
Deepen existing customer relationships
Lead discovery-driven conversations to understand goals and deliver tailored banking and credit strategies
Serve as primary financial partner providing comprehensive multi-product guidance and ongoing reviews
Manage and grow a defined book of business
Deliver solutions across deposits, investments, credit, home lending, and business banking
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, exercise sound judgment, escalate issues, and follow policies and regulations
Complete licensing and SAFE registration requirements before transitioning from the license-pending role

Requirements

What you’ll need

4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, 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
Experience sourcing, acquiring, and deepening customer relationships through proactive 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
Financial services industry experience in consumer, home lending, business banking, or investments
3+ years of experience in a licensed financial services position
FINRA Series 6 and 63 exams, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration
State Insurance license(s)
Active or timely completion of required FINRA and state insurance licenses
Securities Industry Essentials (SIE) exam for FINRA qualifications earned after September 30, 2018
FINRA Series 65 or equivalent within the specified period for applicable states
SAFE registration required at employment
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements
Must not require visa sponsorship
Ability to work a schedule that includes most Saturdays
Clear and confident communication, empathetic listening, and ability to build credibility and trust

Benefits

Comp & perks

Robust benefits
Competitive compensation
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