Wells Fargo
Senior Premier Banker Lower Manhattan
NEW YORK, NY +1 · Senior · Full-time · Posted Oct 30, 2026
- Location
- NEW YORK, NY
MANHATTAN, NY - Experience
- 4+ years of customer service; 3+ years building customer and partner relationships; 3+ years recommending products and services. Equivalent customer service experience may be demonstrated through work experience, training, military experience, or education.
- Visa sponsorship
- Not eligible for Visa sponsorship
About the job
Manages and grows relationships with affluent consumer and business customers by providing tailored banking, credit, investment, and lending guidance while coordinating with internal specialists.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, appointments, and ongoing financial reviews.
- Recommend integrated banking and credit solutions, support everyday banking, and encourage digital self-service.
- Coordinate with Wealth, Home Lending, and Business Banking partners while maintaining documentation and following risk and compliance requirements.
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.
- FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within a designated timeframe; SAFE registration is required.
Nice to have
- Financial services 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; FINRA Series 6 and 63 exams completed and state insurance licenses.
Pay
$37.00 - $65.50 USD base pay range
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65
Model-written summary · the original posting is authoritative