Senior Premier Banker

Wells Fargo

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

Posted 9/29/2026full-timeForney • Texas • 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 compliance with regulatory requirements. Proficient in managing a diverse book of business while providing tailored banking solutions and maintaining accurate documentation.

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 RecommendationsFinancial Strategy DevelopmentDocumentation ManagementRegulatory Compliance

Soft Skills

Relationship BuildingEffective CommunicationJudgment and Decision-Making

Tools & Technologies

Mobile Banking SolutionsSelf-Service Banking Options

Certifications & Qualifications

FINRA Series 65SAFE Registration

Industry Keywords

Affluent Consumer BankingBusiness BankingLendingInvestmentsLoan Originator Requirements

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
Deepen existing customer relationships through discovery-driven conversations and tailored banking and credit strategies
Serve as primary financial partner by providing multi-product guidance and ongoing reviews
Manage and grow a defined book of business across deposits, lending, and investments
Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
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
Complete licensing and SAFE registration requirements for transition from the license-pending role

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
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 for loan originators
Not eligible for visa sponsorship
Credit report may be reviewed and additional ongoing screening may apply

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Industry-leading training
Ongoing coaching
Career growth opportunities
Digital tools to support customer service and relationship management