Senior Premier Banker

Wells Fargo

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

Posted 10/2/2026full-timeLake Oswego • Oregon • 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 requirements. Proven ability to acquire and deepen customer relationships while delivering tailored banking strategies.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceProduct RecommendationsBanking StrategiesLoan Originator ComplianceFinancial Fitness Standards

Soft Skills

Relationship BuildingEffective CommunicationJudgment and Decision-Making

Tools & Technologies

Mobile Banking PlatformsSelf-Service Banking Tools

Certifications & Qualifications

FINRA Series 65SAFE Registration

Industry Keywords

Affluent Consumer BankingBusiness BankingWealth ManagementDeposits and LendingCredit Strategies

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
Deepen existing customer relationships and manage a defined book of business
Conduct discovery-driven conversations to understand customer goals
Deliver tailored banking and credit strategies across deposits, lending, and investments
Serve as the primary financial partner through comprehensive, multi-product guidance and ongoing reviews
Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners
Convert qualified opportunities into closed outcomes
Promote self-service and mobile banking adoption
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
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
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
FINRA Series 65, or equivalent, required within a specified period in applicable states
State Insurance license(s), active or completed within a designated timeframe
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
Must meet enhanced financial fitness and criminal background standards
Credit report may be reviewed and additional ongoing screening may apply
Not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community involvement rewards
Industry-leading training
Ongoing coaching
Digital tools and professional development support
Career growth opportunities