Senior Premier Banker

Wells Fargo

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

Posted 9/21/2026full-timeMesa • Arizona • United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in customer relationship management, financial product recommendations, and strategic outreach to acquire and deepen client relationships. Proficient in managing a book of business while adhering to regulatory standards and delivering tailored financial solutions.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsBook of Business ManagementFINRA Series 6 and 63State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceFinancial Services ExperienceLending StrategiesInvestment StrategiesDocumenting Planning ConversationsOutreach and Relationship DevelopmentCoaching and Supporting PeersSelf-Service Banking EducationCompliance with Financial RegulationsLoan Originator Requirements

Soft Skills

Clear CommunicationEmpathyBuilding Credibility and Trust

Certifications & Qualifications

FINRA Series 6FINRA Series 63SIE ExamFINRA Series 65SAFE Registration

Industry Keywords

Consumer BankingHome LendingBusiness BankingWealth ManagementFinancial Fitness Standards

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and planned appointments
Deepen existing customer relationships
Lead discovery-driven conversations to understand customer goals
Deliver tailored banking and credit strategies across deposits, lending, and investments
Serve as the primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
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
Manage and grow a defined book of business
Support customers with everyday banking needs, including opening accounts and handling service requests

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 proactively sourcing, acquiring, and deepening relationships through outreach and internal partnerships
Experience managing a book of business, documenting planning conversations, and following through to drive 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
FINRA Series 6 and 63 exams or FINRA-recognized equivalents sufficient to qualify for immediate FINRA registration
State Insurance license(s)
SIE exam required for FINRA qualification exams earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period for certain states
Active or timely completion of required licenses
SAFE registration required at time of employment
Ability to meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements
Must comply with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
Must be able to work a schedule including most Saturdays
Not eligible for Visa sponsorship

Benefits

Comp & perks

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