Senior Premier Banker

Wells Fargo

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

Posted 10/22/2026full-timeMiddletown • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in acquiring and deepening customer relationships while delivering tailored financial strategies across deposits, lending, and investments. Proficient in managing a book of business and providing comprehensive guidance as a licensed financial services professional.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsLicensed Financial Services ExperienceProactive Outreach StrategiesCoaching and Supporting Peers

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceFinancial Strategy DevelopmentDocumenting Planning ConversationsManaging Book of BusinessConducting Customer ReviewsUnderstanding Financial NeedsSourcing and Acquiring CustomersTranslating Customer GoalsMulti-Product GuidanceSelf-Service Banking Education

Soft Skills

Effective CommunicationRelationship BuildingSound JudgmentCollaborationProblem Solving

Tools & Technologies

Mobile Banking OptionsIntegrated Banking SolutionsDocumentation Systems

Certifications & Qualifications

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

Industry Keywords

Financial ServicesConsumer BankingHome LendingBusiness BankingInvestmentsRegulatory ComplianceEnhanced Financial FitnessLO/CFPB Requirements

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and scheduled appointments
Deepen existing customer relationships
Conduct discovery-driven conversations to understand customer goals
Deliver tailored banking and credit strategies across deposits, lending, and investments
Serve as the primary financial partner and provide comprehensive, multi-product guidance
Conduct ongoing customer reviews across life stages and evolving financial needs
Coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners
Make warm introductions, set expectations, and 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 Senior Branch Premier Banker LP role to the Senior Branch Premier Banker (SAFE) role after licensing and SAFE registration requirements are completed

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 driving retention and growth 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 for immediate FINRA registration
State Insurance license(s), 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 Delaware and other listed states
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo standards related to financial responsibility, character, fitness, and criminal background
This position is not eligible for Visa sponsorship
Ability to work a schedule that includes most Saturdays

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
Equal opportunity employment
Medical accommodation support during recruitment or interviews