Senior Premier Banker - Grants Pass/Medford

Wells Fargo & Company•Medford, OR

9d•Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. The role grows and manages relationships with affluent customers and customers with complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach. The banker owns and actively grows a defined book of business, using goals-based planning and prudent risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking. The role also supports everyday banking needs, including opening accounts and handling service requests. The position calls for advice-led relationship development, meaningful customer discovery, and translating financial goals into comprehensive strategies. The banker collaborates with partners in Wealth, Home Lending, and Business Banking, and helps customers adopt digital and mobile self-service options. Wells Fargo provides digital tools, industry training, and ongoing coaching. The Senior Branch Premier Banker LP (license pending) role is temporary until the employee completes licensing requirements and SAFE registration. Employees hired into that role who are not fully licensed participate in the Branch Network Licensed Banker program, then transition to the Senior Branch Premier Banker (SAFE) role after successful completion. The position requires an ability to work a schedule that includes most Saturdays. It is not eligible for visa sponsorship.

Requirements

At least 4 years of customer service experience, or equivalent experience demonstrated through work, training, military experience, or education.
At least 3 years of experience building and maintaining effective relationships with customers and partners.
At least 3 years of experience recommending products and services.
FINRA Series 6 and Series 63 (or recognized equivalents) and state insurance license(s), active or completed within the designated timeframe.
SIE exam is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) is required within a specified period for hires in the listed states, subject to applicable state requirements.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Obtaining and maintaining required FINRA licenses is necessary for continued employment.
Meet enhanced financial fitness and criminal background standards; loan originators must also meet LO/CFPB requirements and Wells Fargo policies.
Ability to work a schedule that includes most Saturdays.
Not eligible for visa sponsorship.

Nice To Haves

Experience recommending financial products and translating customer goals into clear, actionable recommendations.
Ability to proactively source, acquire, and deepen relationships through outreach and strong internal partnerships.
Experience managing a book of business, documenting planning conversations, and following through to support retention and growth across deposits, lending, and investments.
Experience coaching or supporting peers to strengthen team performance and customer impact.
Ability to communicate clearly and confidently, listen empathetically, and build credibility and trust quickly.
Financial services industry experience in consumer banking, home lending, business banking, or investments.
At least 3 years of experience in a licensed financial services position.
Successful completion of FINRA Series 6 and 63 exams (or recognized equivalents) sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire new affluent consumer and business customers and deepen existing relationships through strategic outreach, referrals, and planned appointments.
Lead discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that strengthen relationships, increase retention, and support balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive multi-product guidance and ongoing reviews based on customers’ life stages and changing financial needs.
Coordinate with Wealth, Home Lending, and Business Banking partners, making warm introductions, setting expectations, and taking ownership of qualified opportunities through completion.
Educate customers about digital, mobile, and self-service banking options to improve satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and follow applicable policies and regulations.
Open accounts and handle service requests to support customers’ everyday banking needs.
Meet and maintain applicable FINRA licensing, state insurance licensing, and SAFE registration requirements.
Follow applicable risk and compliance programs, policies, and procedures, and fulfill risk-related obligations, including issue escalation and remediation.