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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in acquiring and deepening customer relationships within the financial services industry, providing tailored banking strategies, and maintaining compliance with regulatory standards. Proven ability to manage a book of business while delivering exceptional customer service and support.
Highest-signal resume keywords
Customer Relationship ManagementFinancial Product RecommendationsLicensed Financial Services ExperienceFINRA Series 6 and 63SAFE Registration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Customer Service ExperienceRelationship DevelopmentFinancial Strategy DeliveryDocumentation ManagementRisk Judgment
Soft Skills
Effective CommunicationCoaching and SupportProblem Solving
Tools & Technologies
Mobile Banking OptionsSelf-Service Banking
Certifications & Qualifications
FINRA Series 6FINRA Series 63State Insurance LicenseSIE ExamFINRA Series 65
Industry Keywords
Financial ServicesWealth ManagementLendingDepositsInvestments
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
- Deepen existing customer relationships across deposits, lending, and investments
- Lead discovery-driven conversations to understand customer goals
- Deliver tailored banking and credit strategies
- Serve as the primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
- 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
- Transition from the temporary LP role to Senior Branch Premier Banker (SAFE) after licensing and SAFE registration are completed
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
- Experience sourcing, acquiring, and deepening customer relationships
- Experience managing a book of business and documenting planning conversations
- Experience coaching or supporting peers
- Financial services industry experience
- 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
- FINRA Series 65 or equivalent required within a specified period in listed states, where applicable
- SAFE registration required at the time of employment
- Ability to meet enhanced financial fitness and criminal background standards
- Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
- This position is not eligible for Visa sponsorship
- Ability to work a schedule including most Saturdays
Benefits
Comp & perks- Robust benefits package
- 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
- Potential sales incentives, discretionary bonuses, and/or equity in the form of RSUs