Senior Premier Banker

Wells Fargo

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

Posted 11/11/2026full-timeDunwoody • Georgia • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and financial product recommendations, with a strong focus on customer service and retention strategies. Holds necessary FINRA licenses and adheres to regulatory standards in the financial services industry.

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 PlanningRisk OversightAccount OpeningDocumenting Planning ConversationsCoaching PeersProactive Relationship SourcingMulti-Product GuidanceSelf-Service Banking AdoptionComplex Client Needs Advising

Soft Skills

Effective CommunicationJudgmentCollaborationProblem SolvingRelationship Building

Tools & Technologies

Mobile Banking SolutionsBanking SoftwareCRM SystemsFinancial Planning Tools

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance LicenseSIE ExamFINRA Series 65

Industry Keywords

Financial ServicesConsumer BankingHome LendingBusiness BankingInvestmentsCompliance StandardsLO/CFPB RequirementsEnhanced Financial Fitness Standards

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 by providing comprehensive, multi-product guidance and ongoing reviews
Manage and grow 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 and collaborate with Wealth, Home Lending, and Business Banking partners
Champion customer adoption of self-service and mobile banking options
Open accounts, handle service requests, and provide everyday banking support
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues timely, and follow policies and regulations
Complete licensing requirements and SAFE registration to transition from the temporary license-pending 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
Experience managing a book of business, documenting planning conversations, and driving retention and growth across deposits, lending, and investments
Experience coaching or supporting peers
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)
FINRA Series 6 and Series 63, or recognized equivalents, must be active or completed within a designated timeframe
SIE exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period in listed states
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background
This position is not eligible for Visa sponsorship
Ability to work a schedule that includes most Saturdays

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Industry-leading training
Ongoing coaching
Career growth opportunities
Digital tools
Equal opportunity employment
Medical accommodation support
Drug-free workplace