Senior Premier Banker

Wells Fargo

Senior Branch Premier Banker managing relationships with affluent customers at Wells Fargo. Leading customer engagement and delivering tailored banking and credit strategies to enhance branch success.

Posted 7/14/2026full-timePlano • 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, delivering tailored banking solutions, and driving digital adoption to enhance customer satisfaction. Proven ability to collaborate with cross-functional teams to achieve integrated financial outcomes.

Highest-signal resume keywords

Customer Relationship ManagementTailored Banking SolutionsDigital Adoption ChampionCross-Functional CollaborationRisk Management Excellence

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer Service ExperienceProduct RecommendationFinancial Strategy DevelopmentDocumentation AccuracyIssue Escalation

Soft Skills

Effective CommunicationRelationship BuildingJudgmentTeam CollaborationCustomer Engagement

Tools & Technologies

Mobile BankingSelf-Service Banking

Industry Keywords

Wealth ManagementHome LendingBusiness BankingFinancial PartnerClient Needs Management

About the role

Key responsibilities & impact

Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Requirements

What you’ll need

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of experience building and maintaining effective relationships with customers and partners
3+ years of experience recommending products and services

Benefits

Comp & perks

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being