Wells Fargo
Senior Premier Banker Boca Raton FL
BOCA RATON, FL · Senior · Full-time · Posted Oct 27, 2026
- Experience
- 4+ years in customer service (or stated alternatives); 3+ years building and maintaining customer and partner relationships; 3+ years recommending products and services. Desired: 3+ years in a licensed financial services position.
- Visa sponsorship
- Not eligible for visa sponsorship.
About the job
Build and manage relationships with affluent customers, assess their financial goals, and provide coordinated banking, credit, lending, and investment guidance while supporting everyday banking and managing risk.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, appointments, and discovery conversations; manage a defined book of business.
- Provide ongoing, multi-product guidance and coordinate solutions with Wealth, Home Lending, and Business Banking partners.
- Promote digital banking, support branch colleagues, and maintain accurate documentation and compliance with policies and regulations.
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.
- FINRA Series 6 and Series 63 (or recognized equivalents), State Insurance license(s), and SAFE registration are required at the stated times; SIE and, in specified states, Series 65 (or equivalent) may also be required.
Nice to have
- Experience managing a book of business and recommending financial products based on customer goals.
- Financial services industry experience; experience coaching or supporting peers.
Model-written summary · the original posting is authoritative