Wells Fargo
Premier Banker - Silver Springs Square
MECHANICSBURG, PA · Full-time · Posted Oct 29, 2026
- Experience
- 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education; 3+ years building and maintaining effective relationships with customers and partners; 3+ years recommending products and services.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Build and manage relationships with affluent and complex-needs customers by providing tailored banking, credit, investment, and lending guidance, while growing a customer portfolio and supporting branch operations.
What you'll do
- Acquire customers and deepen existing relationships through outreach, referrals, appointments, and discovery-based recommendations.
- Provide ongoing multi-product guidance and coordinate customer solutions with Wealth, Home Lending, and Business Banking partners.
- Support digital banking adoption, advise branch colleagues, and maintain accurate documentation and risk compliance.
What they ask for
- 4+ years of customer service experience, or equivalent demonstrated through 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.
- Required FINRA and state insurance licenses, SAFE registration, and any applicable state Series 65 (or equivalent) qualification within specified timeframes.
Nice to have
- 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) and State Insurance license(s).
Tools
FINRA Series 6, Series 63, Securities Industry Essentials (SIE), FINRA Series 65, SAFE
Model-written summary · the original posting is authoritative