Wells Fargo
Senior Premier Banker Harbour Place
JACKSONVILLE, FL · 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
- Not eligible for visa sponsorship.
About the job
Manages and grows relationships with affluent consumer and business customers by providing holistic banking, credit, investment, and lending guidance, while handling everyday banking needs and managing risk.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, and appointments; manage a defined book of business.
- Understand customer goals and provide tailored, multi-product financial guidance, coordinating solutions with Wealth, Home Lending, and Business Banking partners.
- Support branch customers and colleagues, encourage digital banking adoption, and follow risk, documentation, and regulatory requirements.
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 must be active or completed within a designated timeframe; SAFE registration is required at employment.
Nice to have
- Experience recommending financial products and translating customer goals into actionable recommendations.
- Experience managing a book of business, coaching peers, or working in financial services.
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, State Insurance license(s)
Model-written summary · the original posting is authoritative