Senior Premier Banker

Wells Fargo

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

Posted 10/7/2026full-timeNaples • Florida • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in acquiring and deepening customer relationships through tailored financial strategies, while managing a defined book of business across various banking products. Proficient in delivering comprehensive financial guidance and maintaining compliance with regulatory standards.

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

Customer Service ExperienceFinancial Services ExperienceProactive OutreachDocumenting Planning ConversationsCoaching PeersLoan Originator RequirementsSelf-Service Banking EducationMulti-Product Financial GuidanceComplex Client Needs AdvisoryAccount Opening and Service Requests

Soft Skills

Effective Relationship BuildingSound JudgmentCommunication SkillsProblem-SolvingTeam Collaboration

Tools & Technologies

Mobile Banking SolutionsBanking SoftwareCustomer Relationship Management Tools

Certifications & Qualifications

FINRA Series 65SIE ExamSAFE Registration

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsFinancial GuidanceRegulatory ComplianceEnhanced Financial Fitness Standards

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
Provide comprehensive, multi-product financial guidance and ongoing reviews
Manage and grow a defined book of business
Deliver solutions across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options
Open accounts and handle everyday banking service requests
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
Participate in the Branch Network Licensed Banker program if hired into the license-pending role

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 actionable recommendations
Experience sourcing, acquiring, and deepening customer relationships through proactive outreach and 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
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)
FINRA Series 65 or equivalent for specified states, where applicable
SIE exam for FINRA qualifications earned after September 30, 2018
SAFE registration required at time of employment
Must obtain and maintain required FINRA licenses for continued employment
Must meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
Ability to work a schedule that includes most Saturdays
Not eligible for Visa sponsorship

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
Community investment recognition
Equal opportunity employment
Medical accommodation during recruitment or interviews
Drug-free workplace