Senior Premier Banker

Wells Fargo

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

Posted 10/28/2026full-timeHarrisonburg • 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 strategic outreach to acquire and deepen client relationships. Proficient in managing a book of business while adhering to regulatory standards and delivering tailored banking 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 ExperienceProactive OutreachDocumenting Planning ConversationsCoaching PeersDeposits ManagementLending ManagementInvestment ManagementSelf-Service Banking EducationComplex Client Needs Advisory

Soft Skills

Clear CommunicationEmpathyBuilding CredibilityTrust BuildingListening Skills

Certifications & Qualifications

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

Industry Keywords

Consumer BankingHome LendingBusiness BankingWealth ManagementFinancial Fitness StandardsLoan Originator RequirementsWells Fargo Standards

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers through strategic outreach, referrals, and pre-planned appointments
Deepen existing customer relationships through discovery-driven conversations
Understand customer goals and deliver tailored banking and credit strategies
Serve as the primary financial partner with comprehensive, multi-product guidance and ongoing reviews
Manage and actively grow a defined book of business
Deliver solutions across deposits, investments, credit, home lending, and business banking
Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners
Convert qualified opportunities into closed outcomes
Educate customers on self-service and mobile banking options
Handle everyday banking needs, including opening accounts and service requests
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
Transition from the temporary Senior Branch Premier Banker LP role to the SAFE role 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
Experience recommending financial products and translating customer goals into clear, actionable recommendations
Ability to proactively source, acquire, and deepen relationships through proactive outreach and strong internal partnership
Experience managing a book-of-business, documenting planning conversations, and driving 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)
Active or timely completion of FINRA Series 6 and Series 63, State Insurance license(s), and, where applicable, Series 65 or equivalent
Securities Industry Essentials (SIE) exam for FINRA qualifications earned after September 30, 2018
SAFE registration at the time of employment
Ability to meet enhanced financial fitness and criminal background standards
Loan Originators must meet LO/CFPB requirements and Wells Fargo standards
Position is not eligible for Visa sponsorship
Ability to work a schedule that includes most Saturdays

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Industry-leading training
Ongoing coaching
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