Wells Fargo
Senior Premier Banker Whitestone
CEDAR PARK, TX · Senior · Full-time · Posted Oct 28, 2026
- Experience
- 4+ years of customer service experience; 3+ years building and maintaining 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 banking customers by identifying their needs and providing coordinated banking, credit, investment, and lending solutions.
What you'll do
- Acquire new customers and deepen existing relationships through outreach, referrals, and planned appointments.
- Provide tailored financial guidance and coordinate solutions with Wealth, Home Lending, and Business Banking partners.
- Support digital banking adoption, branch colleagues, and risk and compliance practices.
What they ask for
- 4+ years of customer service experience, or equivalent demonstrated through work experience, training, military experience, education, or a combination.
- 3+ years of experience building and maintaining effective relationships with customers and partners.
- 3+ years of experience recommending products and services.
- Required FINRA licenses and State Insurance license(s) must be active or completed within a designated timeframe; SAFE registration is required at employment.
Nice to have
- Experience managing a book of business and recommending financial products based on customer goals.
- Financial services experience; completed FINRA Series 6 and 63 (or recognized equivalents), and State Insurance license(s).
Model-written summary · the original posting is authoritative