Senior Premier Banker

Wells Fargo

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

Posted 11/11/2026full-timeMiami • Florida • 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 financial guidance and fostering digital adoption among clients.

Highest-signal resume keywords

Customer Service ExperienceRelationship BuildingFINRA Series 6FINRA Series 63SAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial GuidanceProduct RecommendationsRisk OversightAccount OpeningService Requests Handling

Soft Skills

Effective CommunicationJudgmentCollaboration

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 65State Insurance LicenseSecurities Industry Essentials (SIE)

Industry Keywords

Wealth ManagementHome LendingBusiness BankingComplianceLoan Originator Requirements

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 and tailored banking and credit strategies
Deliver comprehensive, multi-product financial guidance and ongoing reviews across customers’ evolving needs
Own and grow a defined book of business using goals-based planning and prudent risk oversight
Provide 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 options
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and adhere to policies and regulations
Open accounts, handle service requests, and ensure a seamless everyday banking experience
Transition from the temporary Senior Branch Premier Banker LP role to Senior Branch Premier Banker (SAFE) after successful 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
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 in designated states
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
Compliance with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
This position is 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
Equal opportunity employment
Medical accommodation support during recruitment
Drug-free workplace