Wells Fargo
Senior Premier Banker Mayfair
WAUWATOSA, WI · Senior · Full-time · Posted Oct 29, 2026
- Experience
- 4+ years of customer service experience; 3+ years each building customer and partner relationships and recommending products and services.
- Visa sponsorship
- Not eligible for Visa sponsorship.
About the job
Build and manage relationships with affluent customers by providing tailored banking, credit, investment, and lending guidance while supporting everyday branch banking needs.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, appointments, and discovery-driven financial conversations.
- Manage a book of business and coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners.
- Promote digital banking, support branch colleagues, and meet risk, documentation, and compliance 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.
Nice to have
- Experience managing a book of business and recommending financial products based on customer goals.
- FINRA Series 6 and 63 (or recognized equivalents), State Insurance license(s), and relevant financial services experience.
Model-written summary · the original posting is authoritative