Wells Fargo
Senior Premier Banker Lighthouse Point
LIGHTHOUSE POINT, FL · Senior · Full-time · Posted Oct 27, 2026
- Experience
- 4+ years of customer service experience; 3+ years building customer and partner relationships; 3+ years recommending products and services.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Build and manage relationships with affluent customers, providing tailored banking, credit, investment, and lending guidance while growing a portfolio and supporting everyday banking needs.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, and appointments; manage a defined book of business.
- Assess customer goals and coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners.
- Promote digital banking, support branch colleagues, and meet documentation, risk, 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, SAFE registration, and any applicable state-specific examinations, within stated timeframes.
Nice to have
- Financial services industry experience in consumer, home lending, business banking, or investments; 3+ years in a licensed financial services position.
- Experience managing a book of business, translating customer goals into recommendations, or coaching peers.
Model-written summary · the original posting is authoritative