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Senior Premier Banker
Wells Fargo. Acquire new affluent consumer and business customers and deepen existing relationships through 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 managing affluent consumer and business relationships while delivering tailored financial strategies. Proficient in compliance with financial regulations and maintaining accurate documentation.
Highest-signal resume keywords
Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA 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
Financial Services ExperienceLending StrategiesInvestment StrategiesCustomer Goal TranslationDocumentation Management
Soft Skills
Effective CommunicationCoaching And SupportJudgment And Decision-Making
Tools & Technologies
Mobile Banking OptionsSelf-Service Banking
Certifications & Qualifications
State Insurance LicenseFINRA Series 6FINRA Series 63FINRA Series 65
Industry Keywords
Consumer BankingHome LendingBusiness BankingWealth ManagementFinancial Compliance
About the role
Key responsibilities & impact- Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
- 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 providing comprehensive, multi-product guidance and ongoing reviews
- Partner with Wealth, Home Lending, and Business Banking teams to coordinate warm introductions and convert opportunities
- 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
- Own and grow a defined book of business
- 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
- Experience recommending financial products and translating customer goals into clear, actionable recommendations
- Experience proactively sourcing, acquiring, and deepening 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)
- Active or timely completion of FINRA Series 6 and 63, State Insurance license(s), and applicable SIE exam
- FINRA Series 65 or equivalent required within a specified period in applicable states, including Iowa and Virginia
- SAFE registration required at the time of employment
- Must meet enhanced financial fitness and criminal background standards
- Loan Originators must meet LO/CFPB requirements
- Must comply with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
- Must provide accurate information and supporting documentation for employment and education verification
- Ability to work a schedule including most Saturdays
- This position is not eligible for Visa sponsorship
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