Senior Premier Banker

Wells Fargo

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

Posted 10/9/2026full-timeEllicott City • Maryland • United StatesSenior💰 $34 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and maintaining customer relationships, delivering tailored financial solutions across deposits, investments, credit, and lending. Holds necessary FINRA licenses and adheres to regulatory standards while effectively managing a book of business.

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

Financial Services ExperienceDeposits ManagementInvestments GuidanceHome Lending SolutionsBusiness Banking StrategiesProactive OutreachDocumentation and PlanningCoaching and SupportRegulatory ComplianceCustomer Goal Translation

Soft Skills

Clear CommunicationEmpathetic ListeningBuilding CredibilityTrust DevelopmentRelationship Development

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Options

Certifications & Qualifications

State Insurance LicenseFINRA Series 65SIE Exam

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsFinancial Fitness StandardsLoan Originator RequirementsWells Fargo Policies

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
Understand customer goals and deliver 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
Deliver solutions 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 adhere to policies and regulations
Transition from the temporary Senior Branch Premier Banker LP role to Senior Branch Premier Banker (SAFE) after licensing 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
Ability to proactively source, acquire, and deepen relationships through proactive outreach and internal partnerships
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
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
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 within a specified period when hired in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, or WY
SIE exam required for FINRA qualification exams earned after September 30, 2018
SAFE registration required at time of 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
Required FINRA licenses must be obtained and maintained for continued employment

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Incentive opportunities may be available
Industry-leading training
Ongoing coaching
Digital tools
Career growth platform