Senior Premier Banker

Wells Fargo

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

Posted 9/30/2026full-timeFort Myers • Florida • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management, financial product recommendations, and compliance with regulatory standards. Proven ability to acquire and deepen customer relationships while promoting digital banking solutions.

Highest-signal resume keywords

Customer Service ExperienceRelationship BuildingFINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Product RecommendationsAccount OpeningService Request HandlingMulti-Product GuidanceCompliance with Regulations

Soft Skills

Effective CommunicationJudgment and Decision-MakingProblem-Solving

Tools & Technologies

Mobile BankingDigital Adoption Tools

Certifications & Qualifications

FINRA Series 65State Insurance LicenseSAFE Registration

Industry Keywords

Customer Relationship ManagementAffluent Consumer BankingLendingInvestmentsCompliance Standards

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
Translate customer goals into tailored banking and credit strategies
Serve as primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
Grow and manage a defined book of business across deposits, lending, and investments
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
Convert qualified opportunities into closed outcomes
Promote digital adoption, self-service, and mobile banking
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

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 applicable 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
LO/CFPB requirements and Wells Fargo policies for loan originators
Compliance with standards related to financial responsibility, character, fitness, and criminal background
Credit report may be reviewed and additional ongoing screening may apply
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
Digital tools
Clear platform for career growth
Community investment recognition
Support for authentic self-expression
Medical accommodation support during recruitment or interview process