Senior Premier Banker

Wells Fargo

Senior Branch Premier Banker managing affluent relationships at Wells Fargo. Educating customers on banking products while collaborating with internal teams for comprehensive solutions.

Posted 7/24/2026full-timeBeaverton • Oregon • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and maintaining customer relationships, delivering tailored financial strategies, and managing a book of business. Proficient in financial product recommendations and fostering digital adoption among clients.

Highest-signal resume keywords

Customer Service ExperienceRelationship ManagementFinancial Product RecommendationsLicensed Financial Services ExperienceFINRA Series 6 and 63

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Product RecommendationsBook-of-Business ManagementProactive OutreachDocumentation of Planning ConversationsCoaching Peers

Soft Skills

Clear CommunicationEmpathetic ListeningBuilding Credibility and Trust

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance License

Industry Keywords

Financial ServicesConsumer BankingHome LendingBusiness BankingInvestments

About the role

Key responsibilities & impact

Proactively acquire new affluent consumer and business customers
Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
Serve as the primary financial partner delivering comprehensive, multi-product guidance
Partner with a team of professionals across Wealth, Home Lending, and Business Banking
Champion digital adoption by educating customers on self-service and mobile banking options
Serve as an active member of the branch team

Requirements

What you’ll need

4+ years of customer service experience
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
Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach
Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through
Experience coaching or supporting peers
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly
Financial services industry experience in consumer, home lending, business banking, or investments
3+ years of experience in a licensed financial services position
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and 63 exams (or equivalents)
State Insurance license(s)

Benefits

Comp & perks

robust benefits
competitive compensation
work-life balance and well-being programs