Senior Premier Banker

Wells Fargo

. Proactively acquire new affluent consumer and business customers .

Posted 10/27/2026full-timeMyrtle Beach • South Carolina • 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. Proficient in delivering tailored banking solutions and maintaining accurate documentation while adhering to policies.

Highest-signal resume keywords

Customer Service ExperienceRelationship BuildingFINRA Series 6FINRA Series 63SAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Product RecommendationsAccount OpeningService Requests HandlingCompliance AdherenceLoan Originator Requirements

Soft Skills

Strategic OutreachEffective CommunicationJudgment and Decision-Making

Tools & Technologies

Mobile Banking OptionsSelf-Service Banking

Certifications & Qualifications

FINRA Series 65State Insurance LicenseSecurities Industry Essentials (SIE)

Industry Keywords

Affluent Consumer BankingBusiness BankingWealth ManagementDeposits and LendingFinancial Responsibility Standards

About the role

Key responsibilities & impact

Proactively acquire new affluent consumer and business customers
Deepen existing relationships through strategic outreach, referrals, and pre-planned customer appointments
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 for comprehensive, multi-product guidance and ongoing reviews
Own and actively grow a defined book of business
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking
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 adhere to policies and regulations
Help customers open accounts and handle service requests
Transition from the temporary LP role to Senior Branch Premier Banker (SAFE) after licensing and SAFE registration 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
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 Sept. 30, 2018
FINRA Series 65 (or equivalent) required within a specified period for South Carolina hires
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 and standards related to financial responsibility, character, fitness, and criminal background
Position is not eligible for Visa sponsorship

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Digital tools
Industry-leading training
Ongoing coaching
Career growth opportunities
Equal opportunity employment
Medical accommodation support during recruitment
Drug-free workplace