Senior Premier Banker

Wells Fargo

Senior Premier Banker growing affluent customer relationships for Wells Fargo branches in California. Delivering integrated banking, lending, investment, and credit solutions while managing risk and compliance.

Posted 8/4/2026full-timeStockton • California • 🇺🇸 United StatesSenior💰 $34 - $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 various banking products. Proficient in compliance with financial regulations and effective communication to foster trust and credibility with clients.

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 ExperienceDocumenting Planning ConversationsOutreach and Internal PartnershipsCoaching or Supporting Peers

Soft Skills

Clear CommunicationEmpathetic ListeningBuilding Credibility and Trust

Tools & Technologies

Digital BankingMobile Banking

Certifications & Qualifications

FINRA Series 6FINRA Series 63SIE ExamSeries 65SAFE Registration

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsLoan Originator Requirements

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 and provide tailored banking and credit strategies
Serve as the primary financial partner through comprehensive, multi-product guidance and ongoing reviews
Coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners
Promote digital 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
Open accounts, handle service requests, and support customers’ everyday banking needs
Own and grow a defined book of business across deposits, lending, investments, home lending, and business banking

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 customer and partner relationships
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 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
Clear and confident communication, empathetic listening, and ability to 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 recognized equivalents, sufficient for immediate FINRA registration
State Insurance license(s)
SIE exam required for FINRA qualification exams earned after September 30, 2018
Series 65 or equivalent required within a specified period in listed states, where applicable
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
Ability 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