Wells Fargo
Senior Premier Banker Sunny Isles Beach FL
SUNNY ISLES BEACH, FL · Senior · Full-time · Posted Oct 30, 2026
- Experience
- Required: 4+ years customer service; 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 customers by providing tailored banking, credit, investment, and lending guidance while handling everyday banking needs and coordinating with internal partners.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, and appointments; manage a defined book of business.
- Assess customer goals and provide tailored, multi-product guidance across deposits, lending, investments, and other banking services.
- Coordinate solutions with Wealth, Home Lending, and Business Banking partners, promote digital banking, and follow risk 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.
- FINRA Series 6 and Series 63 (or recognized equivalents), State Insurance license(s), and SAFE registration are required; some states also require FINRA Series 65 or equivalent.
Nice to have
- Financial services industry experience in consumer, home lending, business banking, or investments.
- 3+ years in a licensed financial services position; FINRA Series 6 and 63 exams (or equivalents) and State Insurance license(s).
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, SAFE
Model-written summary · the original posting is authoritative