Senior Premier Banker

Wells Fargo

Senior Branch Premier Banker growing and managing affluent customer relationships across banking products. Position focuses on tailored financial strategies and proactive customer engagement in financial services industry.

Posted 7/17/2026full-timeCary • North Carolina • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in building and maintaining customer relationships, delivering tailored financial strategies, and managing a book-of-business to drive retention and growth. Proficient in financial product recommendations and committed to enhancing customer experience through effective communication and teamwork.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsBook-of-Business ManagementFINRA Series 6 and 63 CertificationState Insurance License

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 ExperienceFinancial Services ExperienceProactive OutreachDocumentation of Planning ConversationsRisk ManagementLending StrategiesInvestment StrategiesDigital Banking SolutionsCoaching and MentoringMulti-Product Guidance

Soft Skills

Clear CommunicationEmpathyTrust BuildingTeam CollaborationRelationship Development

Tools & Technologies

Mobile Banking PlatformsSelf-Service Banking Solutions

Certifications & Qualifications

FINRA Series 6 CertificationFINRA Series 63 CertificationState Insurance License

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsFinancial Strategies

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
Experience recommending financial products and translating customer goals into clear, actionable recommendations
Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience
Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
Experience coaching or supporting peers to strengthen team performance and customer impact
Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
3+ years of experience in a licensed financial services position
Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
State Insurance license(s)

Benefits

Comp & perks

robust benefits
competitive compensation
programs designed to help you find work-life balance and well-being
rewards for investing in your community