Senior Premier Banker

Wells Fargo

Senior Premier Banker managing affluent customer relationships for Wells Fargo, a diversified banking, investment, mortgage, and consumer finance company. Delivering integrated financial strategies across deposits, lending, investments, and business banking.

Posted 8/4/2026full-timeDes Moines • Iowa • 🇺🇸 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, translating financial goals into actionable strategies, and delivering comprehensive guidance across various banking services. Holds necessary FINRA licenses and possesses a strong understanding of compliance and regulatory requirements in the financial services industry.

Highest-signal resume keywords

Customer Relationship ManagementFinancial Product RecommendationsProactive OutreachFINRA Series 6 and 63Compliance with LO/CFPB Requirements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Customer Service ExperienceDocumenting Planning ConversationsManaging a Book of BusinessFinancial Services ExperienceCoaching or Supporting Peers

Soft Skills

Clear and Confident CommunicationEmpathetic ListeningBuilding Credibility and Trust

Tools & Technologies

Self-Service Banking OptionsMobile Banking

Certifications & Qualifications

FINRA Series 6FINRA Series 63Securities Industry Essentials (SIE)State Insurance LicenseFINRA Series 65

Industry Keywords

Consumer BankingHome LendingBusiness BankingInvestmentsCompliance Standards

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
Translate customer goals into tailored banking and credit strategies
Deliver comprehensive guidance across deposits, investments, credit, home lending, and business banking
Conduct ongoing customer reviews across life stages and evolving financial needs
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
Advise branch colleagues on relationship development and complex client needs
Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations

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 actionable recommendations
Ability to source, acquire, and deepen relationships through proactive outreach and internal partnerships
Experience managing a book of business, documenting planning conversations, and following through across deposits, lending, and investments
Experience coaching or supporting peers
Clear and confident communication, empathetic listening, and ability to 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 recognized equivalents sufficient for immediate FINRA registration
State Insurance license(s), active or completed within the designated timeframe
Securities Industry Essentials (SIE) exam for FINRA qualifications earned after September 30, 2018
FINRA Series 65 or equivalent within the specified period in listed states, including Iowa
SAFE registration at the time of employment
Compliance with LO/CFPB requirements
Enhanced financial fitness and criminal background standards
Ability to work a schedule including most Saturdays
Must obtain and maintain required FINRA licenses for continued employment
No Visa sponsorship available

Benefits

Comp & perks

Robust benefits
Competitive compensation
Work-life balance and well-being programs
Community investment rewards
Digital tools
Industry-leading training
Ongoing coaching
Career growth platform
Equal opportunity employment
Disability accommodation during recruitment
Drug-free workplace