Senior Premier Banker

Jobtailor; Minnesota; On-site; USD 70,000 - 110,000; Full time

Job summary

Wells Fargo in Minnesota seeks an experienced Banking professional to manage a defined book of affluent clients, delivering tailored financial strategies across deposits, lending and investments. You will educate clients on mobile and self-service options and collaborate with Wealth and Home Lending partners to offer integrated solutions.

The role requires strong regulatory knowledge, FINRA licenses, and state insurance credentials, with a focus on building trust and guiding clients through

Qualifications

• Licensed financial services professional required to perform in a regulated environment.
• Proven ability to translate customer goals into actionable financial guidance.
• Experience maintaining and growing a diverse book of business across multiple products.

Responsibilities

• Acquire new affluent customers through outbound outreach and referrals.
• Deepen relationships via discovery-driven conversations and tailored strategies.
• Deliver comprehensive guidance across deposits, lending, and investments.
• Serve as primary financial partner with multi-product reviews and ongoing support.
• Coordinate with Wealth, Home Lending, and Business Banking teams for integrated solutions.
• Convert opportunities into closed outcomes and educate on self-service options.

Skills

Customer Relationship Management

Financial Product Recommendations

Book of Business Management

FINRA Series 6 and 63 Licenses

SAFE Registration

Empathetic Listening

Clear Communication

Education

FINRA Series 6

FINRA Series 63

FINRA Series 65

Securities Industry Essentials (SIE)

State Insurance License

Tools

Mobile Banking Solutions

Self-Service Banking Options

Job description

• Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments
• Deepen existing customer relationships through discovery-driven conversations
• 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 across deposits, lending, and investments
• Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
• Convert 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, elevate issues, and adhere to policies and regulations
• Complete licensing and SAFE registration requirements; transition from the temporary license-pending role to Senior Branch Premier Banker (SAFE) upon completion

Requirements

• 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 clear, 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 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 FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
• State Insurance license(s)
• FINRA Series 65 or equivalent within the specified timeframe for Minnesota and Wisconsin hires
• Securities Industry Essentials (SIE) exam for applicable FINRA qualifications earned after September 30, 2018
• SAFE registration required at employment
• Ability to meet enhanced financial fitness and criminal background standards
• Must meet LO/CFPB requirements and Wells Fargo policies
• Not eligible for visa sponsorship
• Ability to work a schedule that includes most Saturdays
• Required FINRA licenses must be obtained and maintained for continued employment

Core Competencies

Demonstrates expertise in building and maintaining customer relationships, providing tailored financial strategies, and managing a diverse book of business across deposits, lending, and investments. Holds necessary FINRA licenses and adheres to regulatory requirements while delivering exceptional customer service.

Highest-signal resume keywords

• Customer Relationship Management
• Financial Product Recommendations
• Book of Business Management
• FINRA Series 6 and 63 Licenses
• SAFE Registration

Hard Skills

• Customer Service Experience
• Financial Services Experience
• Product Knowledge
• Documentation and Planning
• Outreach and Acquisition Strategies

Soft Skills

• Empathetic Listening
• Clear Communication
• Trust Building
• Coaching and Support

Certifications & Qualifications

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

Industry Keywords

• Consumer Banking
• Home Lending
• Business Banking
• Investments
• Regulatory Compliance

Tools & Technologies

• Mobile Banking Solutions
• Self-Service Banking Options