Senior Premier Banker South Lamar at Wells Fargo | Austin, TX, US | Rezi

Senior Premier Banker South Lamar at Wells Fargo

Senior Premier Banker South Lamar

Wells Fargo · Austin, TX, US

2 days ago

Senior Premier Banker South Lamar

Wells Fargo · Austin, TX, US

3 days ago
Resume preview

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now
Resume preview

Tailor your resume to this Senior Premier Banker South Lamar role.

Rezi rewrites your resume against Wells Fargo's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the Senior Premier Banker South Lamar posting at Wells Fargo — free, in seconds.

About the Role

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to grow, deepen, and manage relationships with affluent customers. This role serves as the primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. It is designed for growth-oriented professionals who lead with advice to acquire and deepen relationships, translate customer goals into comprehensive financial strategies, and own a defined book of business. Success is driven by strong relationship acumen, proactive customer engagement, and collaboration with internal partners to deliver a differentiated customer experience.

Responsibilities

  • Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
  • Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
  • Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs
  • Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
  • Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
  • Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
  • Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Requirements

  • 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
  • Ability to work a schedule that will include most Saturdays
  • Must possess or be able to obtain FINRA Series 6 and Series 63 (or FINRA recognized equivalents), and State Insurance license(s) within a designated timeframe
  • For specific states, FINRA Series 65 (or equivalent) examination will also be required within a specified period of time
  • Obtaining and maintaining required FINRA licenses is necessary for continued employment
  • Must meet enhanced financial fitness and criminal background standards
  • SAFE registration is required at the time of employment
  • Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background
  • A credit report may be reviewed and additional ongoing screening may apply
  • This position is not eligible for Visa sponsorship

Skills

  • Experience recommending financial products and translating customer goals into clear, actionable recommendations
  • Demonstrated ability to proactively source, acquire, and deepen relationships through proactive outreach and building strong internal partnership to support the customer experience
  • Proven experience managing a book-of-business, documentation of planning conversations, and consistent follow-through to drive retention and growth across deposits, lending, and investments
  • Experience coaching or supporting peers to strengthen team performance and customer impact
  • Demonstrated ability to communicate clearly and confidently, listen with empathy, and build credibility and trust quickly with others
  • Financial services industry experience in one or a combination of the following: consumer, home lending, business banking, or investments
  • 3+ years of experience in a licensed financial services position
  • Successfully completed Financial Industry Regulatory Authority (FINRA)Series 6 and 63 exams (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)

Location

  • 3949 S Lamar Blvd Austin TX 78704

Work Type

  • Onsite
  • Full-time

Experience Level

  • Senior
  • 3+ years

Benefits

  • Robust benefits
  • Competitive compensation
  • Programs designed to help find work-life balance and well-being
  • Rewarding for investing in your community
  • Celebrated for being your authentic self
  • Empowered to grow
  • Digital tools
  • Industry leading training
  • Ongoing coaching

About the Company

  • Wells Fargo is a financial services leader and a global trailblazer committed to driving innovation, empowering communities, and helping customers succeed.
  • Recognized in the top five on the 2026 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S.

Equal Opportunity

  • Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
  • Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
  • Wells Fargo maintains a drug free workplace.