Senior Premier Banker

Jobtailor; Riverside (CA); On-site; USD 90,000 - 125,000; Full time

Job summary

Wells Fargo in Riverside, CA seeks a licensed banker to acquire and deepen affluent client relationships across deposits, lending, investments, and home/business banking. You will guide customers with multi-product solutions, perform regular reviews, and collaborate with Wealth/Home Lending teams to drive growth.

Applicants should have extensive banking experience, FINRA/SIE/SAR licenses, and a commitment to regulatory compliance, with the ability to work Saturdays as needed.

Qualifications

• 4+ years of customer service experience or equivalent demonstrated through work, 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 relationships through proactive outreach and strong internal partnerships.
• Experience managing a book-of-business, documenting planning conversations, and driving 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), active or completed within a designated timeframe.
• Securities Industry Essentials (SIE) exam for FINRA qualification exams earned after September 30, 2018.
• FINRA Series 65 or equivalent within a specified period for applicable states.
• Required FINRA licenses must be obtained and maintained for continued employment.
• Enhanced financial fitness and criminal background standards.
• SAFE registration at the time of employment.
• Must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background.
• This position is not eligible for Visa sponsorship.
• Ability to work a schedule that includes most Saturdays.

Responsibilities

• Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments.
• Deepen existing relationships through discovery-driven conversations and tailored banking and credit strategies.
• Serve as the primary financial partner for comprehensive, multi-product guidance and ongoing reviews.
• Deliver solutions across deposits, lending, investments, home lending, and business banking.
• Coordinate warm introductions and convert qualified opportunities into closed outcomes with Wealth, Home Lending, and Business Banking partners.
• 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.
• Manage and grow a defined book of business.
• Open accounts and handle everyday banking service requests.
• Participate in the Branch Network Licensed Banker program if hired into the license-pending role.

Skills

Deposits

Lending

Investments

Home Lending

Business Banking

Account Opening

Documenting Planning Conversations

Driving Retention

Financial Strategy Development

Proactive Outreach

Clear Communication

Empathy

Building Credibility

Trust Building

Coaching Peers

Self-Service Banking

Mobile Banking

Tools

Self-Service Banking

Mobile Banking

Job description

• Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments


• Deepen existing relationships through discovery-driven conversations and tailored banking and credit strategies


• Serve as the primary financial partner for comprehensive, multi-product guidance and ongoing reviews


• Deliver solutions across deposits, lending, investments, home lending, and business banking


• Coordinate warm introductions and convert qualified opportunities into closed outcomes with Wealth, Home Lending, and Business Banking partners


• 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


• Manage and grow a defined book of business


• Open accounts and handle everyday banking service requests


• Participate in the Branch Network Licensed Banker program if hired into the license-pending role

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 relationships through proactive outreach and strong internal partnerships


• Experience managing a book-of-business, documenting planning conversations, and driving 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), active or completed within a designated timeframe


• Securities Industry Essentials (SIE) exam for FINRA qualification exams earned after September 30, 2018


• FINRA Series 65 or equivalent within a specified period for applicable states


• Required FINRA licenses must be obtained and maintained for continued employment


• Enhanced financial fitness and criminal background standards


• SAFE registration at the time of employment


• Must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background


• This position is not eligible for Visa sponsorship


• Ability to work a schedule that includes most Saturdays

Core Competencies

Demonstrates expertise in relationship management, financial product recommendations, and customer service within the financial services industry. Proven ability to acquire and deepen client relationships while adhering to regulatory standards and maintaining accurate documentation.

Highest-signal resume keywords

• Customer Service Experience


• Relationship Development


• Financial Product Recommendations


• Licensed Financial Services Experience


• Book-of-Business Management

Hard Skills

• Deposits


• Lending


• Investments


• Home Lending


• Business Banking


• Account Opening


• Documenting Planning Conversations


• Driving Retention


• Financial Strategy Development


• Proactive Outreach

Soft Skills

• Clear Communication


• Empathy


• Building Credibility


• Trust Building


• Coaching Peers

Certifications & Qualifications

• FINRA Series 6


• FINRA Series 63


• Securities Industry Essentials (SIE)


• FINRA Series 65


• State Insurance License


• SAFE Registration

Industry Keywords

• Financial Services


• Consumer Banking


• Home Lending


• Business Banking


• Investments


• Regulatory Compliance


• LO/CFPB Requirements


• Wells Fargo Standards

Tools & Technologies

• Self-Service Banking


• Mobile Banking