Senior Premier Banker

Wells Fargo

. Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments .

Posted 10/6/2026full-timeArcadia • California • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and maintaining customer relationships, providing tailored financial solutions, and managing a diverse book of business across deposits, lending, and investments. Holds necessary financial licenses and adheres to regulatory standards while delivering exceptional customer service.

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 ExperienceLending ExperienceInvestment ExperienceAccount OpeningService Request HandlingDocumentation ManagementOutreach StrategiesCoaching PeersCompliance Adherence

Soft Skills

Clear CommunicationEmpathyTrust BuildingRelationship DevelopmentJudgment

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Options

Certifications & Qualifications

FINRA Series 6FINRA Series 63FINRA Series 65SIE ExamSAFE Registration

Industry Keywords

Consumer BankingHome LendingBusiness BankingWealth ManagementLoan Originator Requirements

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Serve as primary financial partner providing comprehensive multi-product guidance and ongoing reviews
Own and grow a defined book of business across deposits, lending, and investments
Partner with Wealth, Home Lending, and Business Banking teams to coordinate integrated solutions and convert qualified 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 follow policies and regulations
Open accounts, handle service requests, and support everyday banking needs
Transition from the temporary license-pending role to Senior Branch Premier Banker (SAFE) after completing licensing requirements

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 through outreach and internal partnerships
Experience managing a book-of-business, documenting planning conversations, and following through across deposits, lending, and investments
Experience coaching or supporting peers
Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
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
SIE exam required for FINRA qualifications earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period in listed states
SAFE registration required at employment
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements
Must be able to work a schedule including most Saturdays
Not eligible for visa sponsorship

Benefits

Comp & perks

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 may be available
Industry-leading training
Ongoing coaching
Digital tools