Senior Premier Banker

Wells Fargo

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

Posted 10/30/2026full-timeCoeur d’Alene • Idaho • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management, financial product recommendations, and compliance with regulatory standards. Proficient in delivering tailored financial guidance and managing a diverse book of business while adhering to Wells Fargo policies.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsFINRA Series 6 and Series 63SAFE RegistrationState Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceFinancial GuidanceAccount OpeningDocument ManagementComplex Client Needs Assessment

Soft Skills

Effective CommunicationRelationship BuildingJudgment and Decision Making

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Options

Certifications & Qualifications

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

Industry Keywords

BankingWealth ManagementBusiness BankingHome LendingFinancial Responsibility

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
Deepen existing customer relationships through discovery-driven conversations and tailored banking and credit strategies
Deliver comprehensive, multi-product financial guidance across deposits, lending, investments, home lending, and business banking
Manage and actively grow a defined book of business
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
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 adhere to policies and regulations
Open accounts and handle everyday banking service requests
Transition from the temporary license-pending role to Senior Branch Premier Banker (SAFE) after completing licensing requirements 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
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
FINRA Series 65 (or equivalent) required within a specified period for Idaho and other listed states
State Insurance license(s), active or completed within a designated timeframe
SAFE registration required at the time of employment
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo policies related to financial responsibility, character, fitness, and criminal background
No visa sponsorship available
Ability to work a schedule that includes most Saturdays

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Industry-leading training
Ongoing coaching
Career growth opportunities
Equal opportunity employment
Medical accommodation support during recruitment/interviews