Senior Premier Banker

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Serve as the primary financial partner by providing comprehensive, multi-product guidance and ongoing reviews
• Coordinate integrated solutions with Wealth, Home Lending, and Business Banking partners
• Drive warm introductions, set expectations, and take ownership of converting qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking options
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, elevate issues timely, and adhere to policies and regulations

• 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
• Experience recommending financial products and translating customer goals into actionable recommendations
• Experience sourcing, acquiring, and deepening customer relationships through outreach and 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
• Ability to communicate clearly and confidently, listen with empathy, and build credibility and trust
• Financial services industry experience in consumer, home lending, business banking, or investments
• 3+ years of experience in a licensed financial services position
• FINRA Series 6 and 63 exams or recognized equivalents sufficient for immediate FINRA registration
• State Insurance license(s)
• Active or timely completion of required FINRA and state insurance licenses
• Securities Industry Essentials (SIE) exam for applicable FINRA qualifications earned after September 30, 2018
• FINRA Series 65 or equivalent within the specified period in applicable states, including Oregon
• SAFE registration at the time of employment
• Ability to meet enhanced financial fitness and criminal background standards
• Must meet LO/CFPB requirements and Wells Fargo financial responsibility, character, fitness, and criminal background standards
• Must be eligible to work without Visa sponsorship
• Ability to work a schedule including most Saturdays

Demonstrates expertise in building and maintaining customer relationships, providing tailored financial solutions, and adhering to regulatory standards. Proficient in managing a book of business and guiding clients through complex financial products and services.

• Customer Relationship Management
• Financial Product Recommendations
• Licensed Financial Services Experience
• FINRA Series 6 And 63
• State Insurance License

• Customer Service Experience
• Documenting Planning Conversations
• Managing A Book Of Business
• Sourcing And Acquiring Customers
• Coaching Or Supporting Peers

• Clear Communication
• Empathetic Listening
• Building Credibility And Trust

• FINRA Series 6
• FINRA Series 63
• Securities Industry Essentials (SIE)
• FINRA Series 65
• State Insurance License

• Financial Services
• Consumer Banking
• Home Lending
• Business Banking
• Investments

• Self-Service Banking Options
• Mobile Banking Solutions