Senior Premier Banker

Wells Fargo

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

Posted 9/29/2026full-timeAugusta • South Carolina • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management, financial product recommendations, and customer service within the financial services industry. Proficient in managing a book of business and delivering tailored banking solutions while adhering to regulatory standards.

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 ServiceFinancial PlanningRisk OversightMulti-Product GuidanceDocumenting Planning ConversationsProactive OutreachCoaching PeersDigital Banking EducationAccount OpeningService Request Handling

Soft Skills

Effective CommunicationRelationship DevelopmentJudgmentCollaborationProblem Solving

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

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

Industry Keywords

Financial ServicesConsumer BankingHome LendingBusiness BankingInvestmentsCompliance StandardsLO/CFPB RequirementsWells Fargo Standards

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
Conduct discovery-driven conversations to 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 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 digital adoption by educating customers on self-service and mobile banking
Open accounts, handle service requests, and support everyday banking needs
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 the Senior Branch Premier Banker (SAFE) role after licensing and SAFE registration completion

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
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 recognized equivalents, sufficient to qualify for immediate FINRA registration
State Insurance license(s)
FINRA Series 6 and Series 63 and State Insurance license(s) 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 for hires in applicable states, including South Carolina
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
Must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background
Not eligible for visa sponsorship
Ability to work a schedule that includes most Saturdays

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Industry-leading training
Ongoing coaching
Digital tools
Career growth opportunities
Community investment recognition