Senior Premier Banker - Eastside District

Wells Fargo & Company • Milwaukie, OR

4d • Onsite

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) for its National Branch Network. This role grows, deepens, 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 position also assists customers with everyday banking needs, including opening accounts and handling service requests, while collaborating with internal partners to provide a seamless customer experience.

The role is intended for growth-oriented professionals who lead with advice, use meaningful discovery to understand customer goals, and translate those goals into comprehensive financial strategies. Wells Fargo provides digital tools, training, and ongoing coaching. Employees hired into the Senior Branch Premier Banker LP (license pending) role serve temporarily in that position until they complete licensing requirements and SAFE registration, after which they transition to the Senior Branch Premier Banker (SAFE) role. Unlicensed hires participate in the Branch Network Licensed Banker program.

The position requires working a schedule that includes most Saturdays. Required licenses and registrations must be active or completed within a designated timeframe and maintained for continued employment. The role is subject to enhanced financial fitness and criminal background standards and is not eligible for visa sponsorship. Posting locations are in Lake Oswego, Clackamas, Milwaukie, and Portland, Oregon.

Requirements

• At least 4 years of customer service experience, or equivalent demonstrated through work experience, 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 licenses, or FINRA-recognized equivalents, and state insurance license(s), active or completed within a designated timeframe.
• SIE exam if a FINRA qualification exam was earned after September 30, 2018.
• FINRA Series 65 or equivalent within a specified period if hired in a listed state requiring it; Wyoming has a stated exception for referral-only licensed bankers.
• SAFE registration required at the time of employment; Wells Fargo initiates the registration process after the start date.
• Ability to work a schedule that includes most Saturdays.
• Meet enhanced financial fitness and criminal background standards and applicable loan-originator requirements.
• The position is 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 drive retention and growth across deposits, lending, and investments.
• Experience coaching or supporting peers to improve team performance and customer impact.
• Clear and confident communication, empathetic listening, and the ability to 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 provide 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, providing comprehensive multi-product guidance and ongoing reviews as customers’ life stages and financial needs evolve.
• Partner with professionals in Wealth, Home Lending, and Business Banking to coordinate warm introductions, set expectations, and take ownership of converting qualified opportunities into closed outcomes.
• Educate customers about self-service and mobile banking options to promote digital adoption, satisfaction, engagement, and service efficiency.
• Advise branch colleagues on relationship development and managing complex customer needs.
• Maintain risk excellence through accurate documentation, sound judgment, timely escalation, and adherence to policies and regulations.
• Open accounts, handle service requests, and assist customers with everyday banking needs.
• Meet applicable risk-program, compliance, escalation, and remediation obligations.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed