Senior Premier Banker

Wells Fargo

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

Posted 11/9/2026full-timeRoanoke • Virginia • United StatesSenior💰 $31 - $55 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in acquiring and deepening customer relationships through tailored financial strategies, while providing comprehensive guidance across deposits, investments, credit, and lending. Holds necessary licenses and certifications to operate effectively in the financial services industry.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsFINRA Series 6 and 63State Insurance LicenseSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceBuilding Effective RelationshipsManaging a Book of BusinessDocumenting Planning ConversationsDriving Retention and GrowthCoaching or Supporting PeersFinancial Product KnowledgeOutreach and Internal PartnershipsSelf-Service and Mobile Banking EducationComplex Client Needs Advisory

Soft Skills

Clear CommunicationEmpathyCredibility and Trust Building

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance LicenseSAFE 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 customer relationships through discovery-driven conversations and tailored banking and credit strategies
Serve as the primary financial partner providing comprehensive multi-product guidance and ongoing reviews
Deliver solutions across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams
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
Complete licensing requirements and SAFE registration to transition from the temporary LP role to Senior Branch Premier Banker (SAFE)

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 clear, actionable recommendations
Ability to proactively source, acquire, and deepen 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
Ability to communicate clearly and confidently, listen with empathy, and 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
Successfully completed FINRA Series 6 and 63 exams or recognized equivalents sufficient for immediate FINRA registration
State Insurance license(s)
FINRA Series 6 and Series 63, SIE where applicable, and Series 65 or equivalent in specified states, including Virginia
Active or timely completion of required licenses
SAFE registration required at employment
Ability to meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements
This position is not eligible for Visa sponsorship
Ability to work a schedule that includes most Saturdays

Benefits

Comp & perks

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Incentive opportunities may be available