Premier Banker

Wells Fargo

. Participate in the Branch Banking Licensed Banker licensing program .

Posted 10/22/2026full-timeAustin • Texas • United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in relationship management and customer service, with a strong focus on financial advising and compliance with banking regulations. Proficient in utilizing digital banking technologies and tailoring financial solutions to meet customer needs.

Highest-signal resume keywords

FINRA Series 6 RegistrationFINRA Series 63 RegistrationCustomer Service ExperienceRelationship ManagementCompliance with Banking Regulations

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AdvisingProduct RecommendationCustomer Needs AssessmentRisk ManagementDigital Banking Technology

Soft Skills

Strong Verbal CommunicationInterpersonal CommunicationProfessionalismCustomer Service FocusTeam Collaboration

Tools & Technologies

Self-Service Digital BankingMobile Banking SolutionsATM Services

Certifications & Qualifications

FINRA Series 65State Insurance LicenseSAFE RegistrationSecurities Industry Essentials (SIE)

Industry Keywords

Branch BankingCustomer Relationship ManagementFinancial ComplianceConsumer Financial Protection BureauLoan Originator Qualification

About the role

Key responsibilities & impact

Participate in the Branch Banking Licensed Banker licensing program
Complete training, classes, and interactive learning activities
Develop skills to execute relationship-management commitments through proactive outreach and planned appointments
Manage client relationships through regular meetings to review financial condition and goals
Provide advice on banking options and services
Understand and document customer financial needs, life events, and goals
Tailor product and service options, including mobile, self-service digital, and ATM options
Build relationships with branch colleagues, affluent customers, and partners
Acquire, deepen, and retain customer relationships
Refer customers with complex needs to appropriate banking, credit, investment, mortgage, and wealth partners
Serve as a risk-management leader and ensure compliance with applicable laws, rules, and regulations
Transition from the temporary licensing position to Associate Branch Premier Banker after licensing completion
Transition to Senior Branch Premier Banker after successful completion of the Associate Program

Requirements

What you’ll need

6+ months of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education
Ability to work a schedule that may include most Saturdays
Current FINRA Series 6 and Series 63 registration, or completion within a specified period
Securities Industry Essentials (SIE) exam co-requisite for applicable FINRA qualifications obtained after 9/30/2018
FINRA Series 65 or equivalent for specified states, including Texas, completed within a specified period
State Insurance license(s), completed within a specified period
SAFE registration at the time of employment
Ongoing FINRA licensing and enhanced financial fitness and criminal background standards
Consumer Financial Protection Bureau Loan Originator qualification requirements
Applicable financial responsibility, character, general financial fitness, and criminal background standards
No visa sponsorship available
Ability to follow policies, procedures, and regulations
Strong verbal, written, and interpersonal communication skills
Customer service focus and experience handling moderately complex transactions across multiple systems
Experience recommending products and services
Experience building and maintaining effective customer and partner relationships
Knowledge of book of business processes
Ability to educate customers about technology and self-service digital banking
Ability to interact with integrity and professionalism
Ability to meet team objectives while maintaining individual performance

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Community investment recognition
Career growth and development through coaching, guidance, hands-on practice, personalized coaching, training, classes, and interactive learning activities
Equal opportunity employment
Disability accommodations during recruitment and hiring
Drug-free workplace