Wells Fargo
Senior Premier Banker Davidson
DAVIDSON, NC · Senior · Full-time · Posted Oct 28, 2026
- Experience
- 4+ years of customer service experience; 3+ years building and maintaining customer and partner relationships; 3+ years recommending products and services. Customer service experience may be demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- This position is not eligible for Visa sponsorship.
About the job
Manages and grows relationships with affluent consumer and business customers, providing coordinated banking, lending, investment, and credit guidance while handling everyday banking needs and overseeing risk.
What you'll do
- Acquire new customers and deepen existing relationships through outreach, referrals, appointments, and financial discovery.
- Deliver tailored, ongoing guidance across deposits, lending, investments, and other banking needs; coordinate with Wealth, Home Lending, and Business Banking partners.
- Promote digital banking, support branch colleagues, and maintain accurate documentation and compliance with risk policies.
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 licensing, SAFE registration, and any applicable state-specific qualifications within the designated timeframe.
Nice to have
- Financial services experience, book-of-business management, or experience coaching peers.
- FINRA Series 6 and 63 (or recognized equivalents), State Insurance license(s), and 3+ years in a licensed financial services position.
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, SAFE registration
Model-written summary · the original posting is authoritative