Senior Branch Premier Banker

Wells Fargo

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

Posted 9/24/2026full-timeAllentown • 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 strategic outreach to acquire and deepen client relationships. Proficient in managing a book of business while adhering to regulatory requirements and maintaining accurate documentation.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63SAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceFinancial Services ExperienceProactive OutreachDocumenting Planning ConversationsCoaching PeersDepositsLendingInvestmentsHome LendingBusiness Banking

Soft Skills

Clear CommunicationEmpathyBuilding CredibilityTrust Building

Tools & Technologies

Self-Service BankingMobile Banking

Certifications & Qualifications

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

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsLoan Originator Requirements

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and 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 with 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 through warm introductions and opportunity conversion
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
Transition from the temporary Senior Branch Premier Banker LP role after completing licensing requirements and SAFE registration

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
Experience recommending financial products and translating customer goals into clear, actionable recommendations
Demonstrated 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
Successfully completed FINRA Series 6 and 63 exams, or FINRA-recognized equivalents, sufficient to qualify for immediate FINRA registration
State Insurance license(s)
Active or timely completion of required FINRA and State Insurance licenses
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
FINRA Series 65 or equivalent required in specified states
Ability to work a schedule including most Saturdays
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 review and additional ongoing screening may apply
Not eligible for Visa sponsorship

Benefits

Comp & perks

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