Senior Branch Premier Banker

Wells Fargo

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

Posted 10/28/2026full-timeCharlotte • North Carolina • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in acquiring and managing affluent consumer and business relationships while delivering tailored financial strategies. Proficient in navigating regulatory requirements and maintaining compliance within the financial services industry.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 LicenseFINRA Series 63 LicenseState Insurance LicenseFinancial Product Recommendations

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Financial GuidanceMulti-Product Solutions DevelopmentCustomer ServiceSales StrategyDocumentation Management

Soft Skills

Effective CommunicationRelationship BuildingProblem SolvingCollaborationCoaching

Tools & Technologies

Mobile Banking PlatformsSelf-Service Banking Solutions

Certifications & Qualifications

Securities Industry Essentials (SIE)SAFE Registration

Industry Keywords

Financial ServicesWealth ManagementHome LendingBusiness BankingLoan Originator Requirements

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
Deepen existing customer relationships
Lead discovery-driven conversations to understand customer goals
Deliver tailored banking and credit strategies
Provide comprehensive, multi-product financial guidance and ongoing reviews
Grow and manage a defined book of business
Develop solutions across deposits, lending, investments, home lending, and business banking
Coordinate warm introductions and 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, escalate issues, and follow policies and regulations
Collaborate with Wealth, Home Lending, and Business Banking partners
Complete licensing and SAFE registration requirements; transition from the temporary LP role to Senior Branch Premier Banker (SAFE) upon successful completion

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 applicable states, including North Carolina
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 and Wells Fargo policies
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: experience managing a book of business and documenting planning conversations
Desired: experience coaching or supporting peers
Desired: financial services industry experience
Desired: 3+ years of experience in a licensed financial services position
Desired: successfully 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 opportunities
Digital tools and support
Equal opportunity employment
Medical accommodation support for applicants with disabilities
Drug-free workplace