Wells Fargo
Senior Premier Banker West Maple St
CUMMING, GA · Senior · Full-time · Posted Oct 29, 2026
- Experience
- 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, or education; 3+ years building and maintaining relationships; 3+ years 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 growing a book of business and meeting branch service and risk requirements.
What you'll do
- Acquire and deepen customer relationships through outreach, referrals, appointments, and goal-focused financial conversations.
- Coordinate integrated banking, lending, investment, and business solutions with internal partners; support everyday banking and digital adoption.
- Maintain sound risk practices through accurate documentation, policy compliance, and timely escalation; support colleagues with complex customer needs.
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.
- Required FINRA licenses/exams and State Insurance license(s), active or completed within a designated timeframe; SAFE registration is required at employment.
Nice to have
- Experience managing a book of business and making financial product recommendations based on customer goals.
- Financial services experience; peer coaching experience; or 3+ years in a licensed financial services position.
Tools
FINRA Series 6, FINRA Series 63, Securities Industry Essentials (SIE), FINRA Series 65, State Insurance license(s), SAFE registration
Model-written summary · the original posting is authoritative