Wells Fargo
Senior Premier Banker Camino Del Sol
SUN CITY WEST, AZ · Senior · Full-time · Posted Oct 30, 2026
- Experience
- 4+ years of customer service experience; 3+ years building customer and partner relationships; 3+ years recommending products and services. Desired: 3+ years in a licensed financial services position.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Build and manage affluent customer relationships by providing tailored banking, credit, and investment guidance while coordinating solutions across branch and partner teams.
What you'll do
- Acquire and deepen customer relationships through outreach, appointments, and discovery-led recommendations.
- Manage a book of business and deliver ongoing, multi-product guidance across deposits, lending, and investments.
- Coordinate with internal partners, promote digital banking, support colleagues, and maintain accurate risk and compliance practices.
What they ask for
- 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.
- Required FINRA and state insurance licenses, active or completed within a designated timeframe; SAFE registration is required at employment.
Nice to have
- 3+ years of experience in a licensed financial services position.
- FINRA Series 6 and 63 exams (or recognized equivalents), state insurance license(s), and relevant financial services industry experience.
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, mobile banking
Model-written summary · the original posting is authoritative