Senior Premier Banker

Wells Fargo

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

Posted 10/16/2026full-timeFlower Mound • Texas • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in acquiring and managing a diverse book of business across deposits, investments, credit, and home lending while providing tailored financial strategies. Proven ability to build strong relationships, educate clients on banking options, and maintain compliance with financial regulations.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Services ExperienceHome LendingBusiness BankingInvestmentsCustomer ServiceDocumenting Planning ConversationsCoaching PeersSourcing And Acquiring RelationshipsSAFE RegistrationLoan Originator Requirements

Soft Skills

Clear CommunicationEmpathetic ListeningBuilding CredibilityTrust BuildingRelationship Development

Tools & Technologies

Mobile Banking OptionsSelf-Service Banking

Certifications & Qualifications

FINRA Series 65Securities Industry Essentials (SIE)

Industry Keywords

Consumer BankingAffluent CustomersFinancial StrategiesRegulatory ComplianceWells Fargo Policies

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 providing comprehensive, multi-product guidance and ongoing reviews
Own and actively grow a defined book of business across deposits, investments, credit, home lending, and business banking
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
Complete licensing and SAFE registration requirements for transition from the temporary LP role to Senior Branch Premier Banker (SAFE)

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
Experience proactively sourcing, acquiring, and deepening relationships through outreach and internal partnership
Experience managing a book of business, documenting planning conversations, and following through to drive retention and growth across deposits, lending, and investments
Experience coaching or supporting peers
Clear and confident communication, empathetic listening, and ability to 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
FINRA Series 6 and 63 exams or FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
State Insurance license(s)
Securities Industry Essentials (SIE) exam for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 or equivalent within a specified period in applicable states, including Texas
Active or timely completion of required FINRA and state insurance licenses
SAFE registration at the time of employment
Ability to meet enhanced financial fitness and criminal background standards
Loan Originator/CFPB requirements and Wells Fargo policies
Ability to work a schedule including most Saturdays
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