Senior Premier Banker

Wells Fargo

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

Posted 10/30/2026full-timeChandler • Arizona • 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 delivering integrated banking solutions and managing a defined book of business while adhering to policies and regulations.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Product RecommendationsGoals-Based PlanningRisk OversightMulti-Product GuidanceDocumentation Maintenance

Soft Skills

Effective Relationship BuildingJudgmentCommunication

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 65SAFE Registration

Industry Keywords

Consumer BankingBusiness BankingWealth ManagementHome LendingLoan Originator Requirements

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 and tailored banking and credit strategies
Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews
Grow and manage a defined book of business using goals-based planning and prudent risk oversight
Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners and convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options
Handle everyday banking needs, including opening accounts and service requests
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues timely, and adhere to policies and regulations

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
State Insurance license(s), active or completed within a designated timeframe
FINRA Series 65 (or equivalent) required within a specified period for applicable states
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 regarding financial responsibility, character, fitness, and criminal background
This position is not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Industry-leading training
Ongoing coaching
Career growth platform
Equal opportunity employment
Medical accommodation support
Drug-free workplace