Senior Premier Banker

Wells Fargo

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

Posted 11/9/2026full-timeWest Des Moines • Iowa • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in acquiring and managing affluent consumer and business relationships, delivering tailored financial strategies, and maintaining compliance with regulatory standards. Proficient in financial product recommendations and effective communication to build trust and credibility with clients.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsLicensed Financial Services ExperienceEffective Communication SkillsBook of Business Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial StrategiesInvestment RecommendationsLending SolutionsDeposit StrategiesCustomer Goal TranslationDocumentation ManagementProactive OutreachCoaching PeersCompliance AdherenceHolistic Guidance

Soft Skills

EmpathyTrust BuildingClear CommunicationListening SkillsRelationship Development

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Options

Certifications & Qualifications

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

Industry Keywords

Financial ServicesConsumer BankingHome LendingBusiness BankingInvestmentsLoan Originator RequirementsEnhanced Financial Fitness StandardsCriminal Background Standards

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
Deepen existing relationships and manage a defined book of business
Conduct discovery-driven conversations to understand customer goals
Deliver tailored banking, credit, investment, lending, and deposit strategies
Serve as the primary financial partner through ongoing reviews and holistic guidance
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
Convert qualified opportunities into closed outcomes
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
Transition from the temporary license-pending role to Senior Branch Premier Banker (SAFE) after completing licensing requirements 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 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 following through across deposits, lending, and investments
Experience coaching or supporting peers
Experience communicating clearly, listening with empathy, and building 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 required within a specified period for Iowa and other listed states
Securities Industry Essentials (SIE) exam required for FINRA qualification exams earned after September 30, 2018
SAFE registration required at the 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 including most Saturdays
Must be able to satisfy ongoing FINRA licensing requirements
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 support
Community involvement recognition