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Wells Fargo

Senior Branch Premier Banker

Wells Fargo

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

Posted 10/27/2026full-timeMiddletown • 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. Proven ability to acquire and deepen customer relationships while delivering tailored banking solutions.

Highest-signal resume keywords
Customer Relationship ManagementFINRA Series 6 LicenseFINRA Series 63 LicenseState Insurance LicenseBook-of-Business Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Financial Product RecommendationsBanking Solutions DeliveryAccount OpeningService Request HandlingLoan Originator Compliance
Soft Skills
Empathetic ListeningClear CommunicationTrust-BuildingCoaching PeersRelationship Development
Tools & Technologies
Mobile Banking SolutionsSelf-Service Banking Options
Certifications & Qualifications
Securities Industry Essentials (SIE)FINRA Series 65 License
Industry Keywords
Financial ServicesCustomer ServiceWealth ManagementHome LendingBusiness Banking

About the role

Key responsibilities & impact
  • 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 for comprehensive, multi-product guidance and ongoing reviews
  • Manage and grow a defined book of business
  • Deliver solutions across deposits, investments, credit, home lending, and business banking
  • Partner with Wealth, Home Lending, and Business Banking teams to coordinate warm introductions and convert qualified opportunities
  • 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 adhere to policies and regulations
  • Open accounts, handle service requests, and provide everyday banking support
  • Transition from the temporary Senior Branch Premier Banker LP role to Senior Branch Premier Banker (SAFE) after licensing and SAFE registration are completed

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 for Delaware hires
  • State Insurance license(s), active or completed within a designated timeframe
  • Required FINRA licenses must be obtained and maintained for continued employment
  • Enhanced financial fitness and criminal background standards
  • SAFE registration required at the time of employment
  • Loan Originators must meet LO/CFPB requirements
  • Must comply with Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
  • Credit report may be reviewed and additional ongoing screening may apply
  • Not eligible for visa sponsorship
  • Desired: experience recommending financial products and translating customer goals into actionable recommendations
  • Desired: experience sourcing, acquiring, and deepening customer relationships
  • Desired: book-of-business management and planning conversation documentation
  • Desired: coaching or supporting peers
  • Desired: clear and confident communication, empathetic listening, and rapid trust-building
  • Desired: financial services industry experience
  • Desired: 3+ years of experience in a licensed financial services position
  • Desired: completed FINRA Series 6 and 63 exams or recognized equivalents
  • Desired: State Insurance license(s)

Benefits

Comp & perks
  • Robust benefits
  • Competitive compensation
  • Work-life balance and well-being programs
  • Industry-leading training
  • Ongoing coaching
  • Career growth platform
  • Equal opportunity employment
  • Medical accommodations during recruitment or interviews
  • Drug-free workplace