Senior Premier Banker Orenco Station

Wells Fargo•Hillsboro, OR

14d

About The Position

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) within its National Branch Network. The role focuses on growing, deepening, and managing relationships with affluent customers and customers with complex financial needs. The banker serves as a primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach, and owns and actively grows a defined book of business. The role uses goals-based planning and prudent risk oversight to provide integrated solutions across deposits, investments, credit, home lending, and business banking, while also supporting everyday banking needs such as opening accounts and handling service requests. The position emphasizes advice-led relationship growth, meaningful customer discovery, trust-building, proactive engagement, and collaboration with internal partners in Wealth, Home Lending, and Business Banking. The banker helps customers make informed financial decisions, promotes digital banking options, supports branch colleagues with complex customer needs, and follows policies and regulations. The Senior Branch Premier Banker LP (license pending) role is temporary until licensing requirements and SAFE registration are successfully completed; employees then transition to the Senior Branch Premier Banker (SAFE) role. Employees who are not fully licensed participate in the Branch Network Licensed Banker program. The role requires FINRA Series 6 and Series 63 (or recognized equivalents), applicable state insurance licenses, and SAFE registration. Series 65 (or equivalent) is also required within a specified period for hires in listed states, subject to applicable state rules. Required licenses must be maintained for continued employment. The position requires a schedule that includes most Saturdays and is not eligible for Visa sponsorship.

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.
Ability to work a schedule that includes most Saturdays.
FINRA Series 6 and Series 63 (or FINRA-recognized equivalents) and applicable state insurance license(s), active or completed within a designated timeframe; SIE is also required for FINRA qualification exams earned after September 30, 2018.
FINRA Series 65 (or equivalent) within a specified period for hires in AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, NC, ND, NE, NM, SC, SD, TN, TX, UT, VA, WA, WI, and WY, subject to applicable requirements.
SAFE registration is required at the time of employment; Wells Fargo initiates the process after the start date.
Maintain required FINRA licenses for continued employment.
Meet enhanced financial fitness and criminal background standards; Loan Originators must also meet LO/CFPB requirements and applicable Wells Fargo standards.
Visa sponsorship is not available for this position.

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 consistently to drive 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 Series 63 exams, or recognized equivalents, sufficient to qualify for immediate FINRA registration.
State insurance license(s).

Responsibilities

Proactively acquire affluent consumer and business customers and deepen existing relationships through outreach, referrals, and planned appointments.
Conduct discovery-driven conversations to understand customer goals and recommend tailored banking and credit strategies that support retention and balanced growth across deposits, lending, and investments.
Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews aligned with customers’ life stages and changing needs.
Collaborate with Wealth, Home Lending, and Business Banking partners to coordinate warm introductions, set expectations, and personally follow qualified opportunities through to completion.
Educate customers about self-service and mobile banking options to support digital adoption, satisfaction, engagement, and service efficiency.
Advise branch colleagues on relationship development and the management of complex customer needs.
Maintain accurate documentation, exercise sound judgment, escalate issues promptly, and comply with policies and regulations to support risk and control outcomes.
Assist customers with everyday banking needs, including opening accounts and handling service requests.