Senior Premier Banker

Wells Fargo

Senior Premier Banker helping Wells Fargo customers with holistic banking, lending, and investment solutions. Growing affluent customer relationships, managing a portfolio, and coordinating integrated financial services.

Posted 8/18/2026full-timeBrighton • Colorado • 🇺🇸 United StatesSenior💰 $34 - $60 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer relationship management, financial product recommendations, and strategic planning to drive business growth. Proficient in compliance with regulatory standards and maintaining accurate documentation while fostering collaboration across banking services.

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 ExperienceRelationship BuildingFinancial Strategy DevelopmentGoal-Based PlanningRisk OversightDocumenting Planning ConversationsCoaching PeersDigital Banking PromotionSecurities Industry Essentials (SIE)FINRA Series 65

Soft Skills

Clear CommunicationEmpathetic ListeningBuilding CredibilityTrust Development

Tools & Technologies

Mobile BankingSelf-Service Banking

Certifications & Qualifications

FINRA Series 6FINRA Series 63State Insurance LicenseFINRA Series 65SAFE Registration

Industry Keywords

Financial ServicesWealth ManagementHome LendingBusiness BankingCompliance Standards

About the role

Key responsibilities & impact

Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
Conduct discovery-driven conversations to understand customer goals and provide tailored banking and credit strategies
Serve as the primary financial partner with comprehensive, multi-product guidance and ongoing reviews
Own and grow a defined book of business using goals-based planning and prudent risk oversight
Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
Support everyday banking needs, including opening accounts and handling service requests
Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners
Promote digital adoption of self-service and mobile banking
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
Experience proactively sourcing, acquiring, and deepening customer relationships
Experience managing a book of business, documenting planning conversations, and following through to drive retention and growth
Experience coaching or supporting peers
Clear and confident communication, empathetic listening, and ability to build credibility and trust
FINRA Series 6 and 63 exams or recognized equivalents sufficient to qualify for immediate FINRA registration
State Insurance license(s), active or completed within a designated timeframe
Securities Industry Essentials (SIE) exam required for FINRA qualifications earned after September 30, 2018
FINRA Series 65 or equivalent required within a specified period in applicable states, including Nebraska
Required FINRA licenses must be obtained and maintained for continued employment
SAFE registration required at the time of employment
Must meet enhanced financial fitness and criminal background standards
Must meet LO/CFPB requirements and Wells Fargo standards for financial responsibility, character, fitness, and criminal background
Ability to work a schedule that includes most Saturdays
Not eligible for Visa sponsorship

Benefits

Comp & perks

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 may be available