Senior Premier Banker

Wells Fargo

Senior Premier Banker growing affluent customer relationships for Wells Fargo’s banking, investment, mortgage, and finance services. Delivering holistic solutions across deposits, lending, investments, and business banking.

Posted 8/20/2026full-timeIrvine • California • 🇺🇸 United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and managing customer relationships, providing tailored financial solutions, and adhering to regulatory standards in the financial services industry. Proficient in guiding clients through comprehensive banking products and services while promoting digital adoption.

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 ExperienceGoal-Based PlanningRisk OversightDocumenting Planning ConversationsCoaching PeersSourcing Customer RelationshipsOpening AccountsHandling Service RequestsPromoting Digital Adoption

Soft Skills

Effective CommunicationRelationship DevelopmentJudgmentProblem SolvingCollaboration

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 65SIE ExamSAFE Registration

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsLoan OriginatorCFPB 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 the primary financial partner with comprehensive, multi-product guidance and ongoing reviews
Grow and manage a defined book of business using goals-based planning and prudent risk oversight
Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners and convert qualified opportunities into closed outcomes
Promote digital adoption by educating customers on self-service and mobile banking
Open accounts, handle service requests, and support everyday banking needs
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues, 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
Experience managing a book of business and documenting planning conversations
Experience coaching or supporting peers
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 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 in certain states
SAFE registration required at the time of employment
Ability to work a schedule including most Saturdays
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements
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