Senior Premier Banker

Wells Fargo

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

Posted 9/24/2026full-timeHouston • Texas • 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 tailored banking solutions and managing a defined book of business.

Highest-signal resume keywords

Customer Service ExperienceRelationship BuildingProduct RecommendationsFINRA Series 6FINRA Series 63

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Relationship ManagementFinancial Product KnowledgeMulti-Product GuidanceOngoing Customer ReviewsSelf-Service Banking EducationLoan Originator RequirementsCompliance AdherenceDocumentation ManagementFinancial Strategy DevelopmentBusiness Banking Expertise

Soft Skills

Effective CommunicationJudgment and Decision-MakingCollaboration with TeamsCustomer EngagementProblem-Solving

Tools & Technologies

Mobile Banking PlatformsBanking SoftwareCustomer Relationship Management Tools

Certifications & Qualifications

FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)FINRA Series 65State Insurance LicenseSAFE Registration

Industry Keywords

Affluent Consumer BankingBusiness BankingHome LendingInvestment StrategiesFinancial ComplianceLoan OriginatorCriminal Background StandardsFinancial Fitness

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 and tailored banking and credit strategies
Deliver comprehensive, multi-product guidance across deposits, lending, investments, home lending, and business banking
Conduct ongoing customer reviews across life stages and evolving financial needs
Partner with Wealth, Home Lending, and Business Banking teams to coordinate warm introductions and convert qualified opportunities
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
Manage and actively grow a defined book of business

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
FINRA Series 65 (or equivalent) required within a specified period for applicable states, including Texas
State Insurance license(s), active or completed within a designated timeframe
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 and Wells Fargo policies
Financial responsibility, character, fitness, and criminal background standards
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 opportunities
Digital tools and professional development support