Wells Fargo
Senior Premier Banker Conroe Town Center
CONROE, TX · Senior · Full-time · Posted Oct 15, 2026
- Experience
- 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education; 3+ years building and maintaining customer and partner relationships; 3+ years recommending products and services.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Grows and manages relationships with affluent customers, providing tailored banking, credit, investment, and lending guidance while handling everyday banking needs and coordinating with internal partners.
What you'll do
- Acquire affluent consumer and business customers, deepen existing relationships, and manage a defined book of business through outreach and appointments.
- Lead financial discovery and provide ongoing, tailored guidance across banking, credit, deposits, investments, and lending; coordinate integrated solutions with internal partners.
- Promote digital banking, support branch colleagues, and maintain accurate documentation and risk and compliance practices.
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 by the stated deadlines; SIE and, in certain states, Series 65 (or equivalent) may also be required.
Nice to have
- Experience managing a book of business and documenting planning conversations.
- Financial services experience in consumer banking, home lending, business banking, or investments.
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, SAFE
Model-written summary · the original posting is authoritative