Senior Premier Banker

Wells Fargo

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

Posted 11/9/2026full-timeConroe • Texas • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in relationship management and financial product recommendations, with a strong focus on customer service and compliance in the financial services industry. Proven ability to manage a book of business while delivering tailored banking solutions and maintaining 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 ExperienceGoal-Based PlanningRisk OversightDocumenting Planning ConversationsSourcing And Acquiring CustomersSelf-Service Banking EducationMobile Banking OptionsCompliance With LO/CFPB RequirementsCoaching Or Supporting Peers

Soft Skills

Clear CommunicationEmpathetic ListeningBuilding Credibility And Trust

Certifications & Qualifications

FINRA Series 65Securities Industry Essentials (SIE)SAFE Registration

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsAffluent Consumer AcquisitionStrategic OutreachRelationship DevelopmentComplex Client NeedsWarm IntroductionsRetention And Growth

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
Deepen existing customer relationships through discovery-driven conversations and tailored banking and credit strategies
Serve as primary financial partner with comprehensive multi-product guidance and ongoing reviews
Manage and grow a defined book of business using goals-based planning and prudent risk oversight
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
Open accounts, handle service requests, and support everyday banking needs
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, escalate issues, and follow policies and regulations
Complete licensing and SAFE registration requirements, transitioning from the temporary LP role to Senior Branch Premier Banker (SAFE) upon successful 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 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
Clear and confident communication, empathetic listening, and ability to 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 for immediate FINRA registration
State Insurance license(s)
FINRA Series 65 or equivalent within a specified period for applicable states, including Texas
Securities Industry Essentials (SIE) exam for FINRA qualification exams earned after September 30, 2018
Active or timely completion of required FINRA and state insurance licenses
SAFE registration at the time of employment
Compliance with LO/CFPB requirements
Ability to meet enhanced financial fitness and criminal background standards
Ability to work a schedule including most Saturdays
Must be authorized to work without 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 involvement recognition