Senior Premier Banker

Wells Fargo

Senior Premier Banker growing affluent customer relationships for Wells Fargo branches. Providing holistic banking, credit, investment, lending, and business-banking solutions.

Posted 8/7/2026full-timeSacramento • California • 🇺🇸 United StatesSenior💰 $37 - $66 per hourWebsite

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 navigating the financial services landscape. Proficient in compliance with regulatory standards and maintaining accurate documentation while delivering exceptional customer service.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsFINRA Series 6 and 63State Insurance LicenseCoaching and Supporting Peers

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceAccount OpeningService Request HandlingDocumenting Planning ConversationsManaging a Book of BusinessOutreach and Internal PartnershipsFinancial Needs AssessmentMulti-Product GuidanceSelf-Service Banking EducationLoan Originator Compliance

Soft Skills

Clear CommunicationEmpathetic ListeningTrust-BuildingCredibilityRelationship Development

Certifications & Qualifications

FINRA Series 6FINRA Series 63SIE ExamFINRA Series 65SAFE Registration

Industry Keywords

Financial ServicesConsumer BankingHome LendingBusiness BankingInvestmentsCompliance StandardsEnhanced Financial FitnessCriminal Background StandardsLO/CFPB RequirementsWells Fargo Standards

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 deliver tailored banking and credit strategies
Provide comprehensive, multi-product guidance and ongoing reviews across life stages and financial needs
Partner with Wealth, Home Lending, and Business Banking to coordinate integrated solutions and convert 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 follow policies and regulations
Open accounts, handle service requests, and support everyday banking needs

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
Ability to proactively source, acquire, and deepen 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, credibility, and trust-building
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)
FINRA Series 6 and Series 63, or recognized equivalents, must be active or completed within a designated timeframe
SIE exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period for certain listed states
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 standards
Credit report may be reviewed and additional ongoing screening may apply
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