Senior Premier Banker

Wells Fargo

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

Posted 10/2/2026full-timeArmonk • New York • United StatesSenior💰 $37 - $66 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in building and maintaining customer relationships, providing tailored financial solutions across various banking products, and ensuring compliance with regulatory requirements. Proficient in managing a book of business while delivering exceptional customer service and support.

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 Service ExperienceFinancial Services ExperienceProduct KnowledgeRisk OversightAccount OpeningDocumentation ManagementProactive OutreachCoaching And SupportGoal-Based PlanningComplex Client Needs

Soft Skills

Effective CommunicationRelationship DevelopmentJudgment And Decision-MakingTeam CollaborationProblem Solving

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Options

Certifications & Qualifications

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

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsLoan OriginatorCFPB RequirementsFinancial Fitness StandardsCriminal Background Standards

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
Lead 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
Own and grow 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
Partner with Wealth, Home Lending, and Business Banking teams through warm introductions and opportunity conversion
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
Open accounts, handle service requests, and support everyday banking needs
Complete licensing and SAFE registration requirements; transition from the temporary LP role 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 clear, 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 or recognized equivalents must be 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 applicable states
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
Ability to work a schedule that includes most Saturdays
Position is not eligible for Visa sponsorship

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