Senior Premier Banker

Wells Fargo

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

Posted 9/19/2026full-timePhoenix • Arizona • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in relationship management, financial product recommendations, and customer service within the financial services industry. Proficient in managing a book of business and delivering tailored banking solutions while adhering to regulatory standards.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsBook Of Business ManagementFINRA Series 6 And 63SAFE Registration

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer ServiceFinancial PlanningRisk OversightDeposits ManagementLending SolutionsInvestment StrategiesAccount OpeningService Request HandlingDocumentation ManagementCoaching And Support

Soft Skills

Effective CommunicationRelationship BuildingProblem SolvingJudgmentCollaboration

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance LicenseSecurities Industry Essentials (SIE)

Industry Keywords

Financial ServicesConsumer BankingHome LendingBusiness BankingInvestmentsRegulatory ComplianceLO/CFPB RequirementsWells Fargo Policies

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
Manage 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
Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners
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
Transition from the temporary Senior Branch Premier Banker LP role to Senior Branch Premier Banker (SAFE) upon 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
Experience recommending financial products and translating customer goals into actionable recommendations
Experience proactively sourcing, acquiring, and deepening customer relationships
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 to qualify for immediate FINRA registration
State Insurance license(s)
FINRA Series 6 and Series 63 and State Insurance license(s) must be active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
SAFE registration required at the time of employment
Required FINRA licenses must be obtained and maintained for continued employment
Must meet enhanced financial fitness and criminal background standards
LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
Not eligible for visa sponsorship
Ability to work a schedule including most Saturdays

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community involvement recognition
Digital tools
Industry-leading training
Ongoing coaching
Career growth opportunities