Senior Premier Banker

Wells Fargo

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

Posted 9/18/2026full-timeGeorgetown • Texas • 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 requirements. Proven ability to acquire and deepen customer relationships while delivering tailored banking solutions.

Highest-signal resume keywords

Customer Relationship ManagementFINRA Series 6 and 63Securities Industry Essentials (SIE)State Insurance LicenseBook of Business Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Product RecommendationsCustomer Service ExperienceAccount OpeningService Request HandlingDocumenting Planning Conversations

Soft Skills

Relationship DevelopmentCoaching and Supporting PeersEffective Communication

Tools & Technologies

Mobile Banking OptionsSelf-Service Banking

Certifications & Qualifications

FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance LicenseSAFE Registration

Industry Keywords

Financial ServicesWealth ManagementLendingInvestmentsConsumer Banking

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
Conduct 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 with Wealth, Home Lending, and Business Banking partners to deliver integrated solutions
Make warm introductions, set expectations, and 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
Open accounts, handle service requests, and support everyday banking needs
Transition from the temporary license-pending role to Senior Branch Premier Banker (SAFE) after completing licensing requirements 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
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 Texas and other listed states
State Insurance license(s), active or completed within a designated timeframe
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements
Required FINRA licenses must be obtained and maintained for continued employment
Enhanced financial fitness and criminal background standards
Credit report may be reviewed
No visa sponsorship available
Desired: experience recommending financial products and translating customer goals into actionable recommendations
Desired: experience sourcing, acquiring, and deepening customer relationships
Desired: experience managing a book of business and documenting planning conversations
Desired: experience coaching or supporting peers
Desired: financial services industry experience
Desired: 3+ years of experience in a licensed financial services position
Desired: successfully completed FINRA Series 6 and 63 exams or recognized equivalents
Desired: State Insurance license(s)

Benefits

Comp & perks

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