Senior Premier Banker

Wells Fargo

Senior Premier Banker growing affluent customer relationships for Wells Fargo, a diversified banking and financial services company. Delivering holistic deposit, lending, investment, and business banking solutions.

Posted 8/5/2026full-timeMedford • 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, providing tailored financial solutions, and adhering to regulatory standards. Proficient in managing a book of business and guiding clients through complex financial products and services.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsLicensed Financial Services ExperienceFINRA Series 6 And 63State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceDocumenting Planning ConversationsManaging A Book Of BusinessSourcing And Acquiring CustomersCoaching Or Supporting Peers

Soft Skills

Clear CommunicationEmpathetic ListeningBuilding Credibility And Trust

Tools & Technologies

Self-Service Banking OptionsMobile Banking Solutions

Certifications & Qualifications

FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)FINRA Series 65State Insurance License

Industry Keywords

Financial ServicesConsumer BankingHome LendingBusiness BankingInvestments

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 the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews
Coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners
Drive warm introductions, set expectations, and take ownership of converting 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, exercise sound judgment, escalate issues timely, and adhere to policies and regulations

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 through outreach and internal partnerships
Experience managing a book of business, documenting planning conversations, and following through to drive retention and growth 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 recognized equivalents sufficient for immediate FINRA registration
State Insurance license(s)
Active or timely completion of required FINRA and state insurance licenses
Securities Industry Essentials (SIE) exam for applicable FINRA qualifications earned after September 30, 2018
FINRA Series 65 or equivalent within the specified period in applicable states, including Oregon
SAFE registration at the time of employment
Ability to meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo financial responsibility, character, fitness, and criminal background standards
Must be eligible to work without Visa sponsorship
Ability to work a schedule including most Saturdays

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Industry-leading training
Ongoing coaching
Career growth platform
Digital tools to support the role