Senior Branch Premier Banker

Wells Fargo

. Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments .

Posted 9/24/2026full-timeCollegeville • Pennsylvania • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer relationship management, financial product recommendations, and compliance with regulatory standards. Proficient in building and maintaining effective partnerships while providing tailored banking solutions.

Highest-signal resume keywords

Customer Service ExperienceRelationship BuildingProduct RecommendationsFINRA Series 6 and 63State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Account OpeningService Request HandlingFinancial Strategy DevelopmentDocumentation MaintenanceSelf-Service Banking Education

Soft Skills

Effective CommunicationJudgment and Decision-MakingCollaboration

Tools & Technologies

Mobile Banking Platforms

Certifications & Qualifications

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

Industry Keywords

Wealth ManagementLendingInvestmentsBanking RegulationsCustomer Outreach

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
Own and actively grow a defined book of business across deposits, lending, and investments
Coordinate warm introductions and collaborate 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, escalate issues, and follow policies and regulations
Open accounts, handle service requests, and provide seamless everyday banking support

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
Ability to work a schedule that will include most Saturdays
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents), active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 (or equivalent) required within a specified period in listed states
State Insurance license(s), active or completed within a designated timeframe
Obtaining and maintaining required FINRA licenses is necessary for continued employment
Enhanced financial fitness and criminal background standards
SAFE registration required at the time of employment
LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
Not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community investment recognition
Digital tools
Industry-leading training
Ongoing coaching
Career growth opportunities