Senior Premier Banker

Wells Fargo

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

Posted 10/7/2026full-timeChesapeake • Virginia • United StatesSenior💰 $31 - $55 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management, financial product recommendations, and compliance with regulatory standards. Proficient in delivering tailored banking solutions and managing a diverse book of business while adhering to Wells Fargo policies.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceProduct RecommendationsGoals-Based PlanningRisk OversightAccount OpeningMobile Banking EducationLoan Originator ComplianceFinancial Strategy DevelopmentIntegrated Banking SolutionsDocumenting Interactions

Soft Skills

Relationship BuildingEffective CommunicationCollaborationProblem SolvingCustomer Education

Certifications & Qualifications

FINRA Series 65SAFE Registration

Industry Keywords

Affluent Consumer BankingBusiness BankingWealth ManagementHome LendingCompliance 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 provide tailored banking and credit strategies
Serve as the primary financial partner through comprehensive, multi-product guidance and ongoing reviews
Manage 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
Support branch colleagues with relationship development and complex client needs
Document interactions accurately, escalate issues, and adhere to policies and regulations
Open accounts and handle everyday banking service requests
Complete the temporary Senior Branch Premier Banker LP role until licensing and SAFE registration requirements are met

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 for Virginia and listed other 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
Loan Originators must meet LO/CFPB requirements
Compliance with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
This 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
Industry-leading training
Ongoing coaching
Digital tools