Branch Manager Coastal Peaks

Salem, OR, USA|Onsite

Job Overview

Employment Type

Full-time

Work Schedule

Standard Hours

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Paid Time Off

401(k)

Employee Discounts

Career development programs

Job Description

Wells Fargo is a globally recognized financial services leader committed to innovation, community empowerment, and customer success. Established as one of the most respected banking institutions in the world, Wells Fargo offers a wide range of financial products and services, including banking, investment, credit, and home lending. The company strives to provide a supportive work environment that emphasizes work-life balance and well-being for its employees, offering robust benefits and competitive compensation. Wells Fargo values authenticity, community involvement, and professional growth, making it an exceptional employer for those seeking meaningful careers in finance. The company has been ranked among the top five on the 2026 LinkedIn Top Companies list for workplace culture and career development opportunities in the United States.

The role of Senior Branch Premier Banker (SAFE) within Wells Fargo's National Branch Network is a key position focused on managing and expanding relationships with affluent customers and those with more complex financial needs. This role involves being the primary contact for customers seeking banking products and services, with responsibility for scheduled appointments, lobby engagement, and proactive outreach. Individuals in this role are expected to lead with strategic advice, helping customers translate their financial goals into comprehensive strategies that encompass deposits, lending, investments, home lending, and business banking.

The Senior Branch Premier Banker manages a defined portfolio of customers, emphasizing relationship growth through goals-based planning and prudent risk oversight. Additionally, this role provides everyday banking support such as account opening and service request handling, ensuring a seamless and confident banking experience. Success in this position requires strong relationship skills, proactive customer engagement, and effective collaboration with internal teams across Wealth Management, Home Lending, and Business Banking. Wells Fargo supports employees in this role with advanced digital tools, industry-leading training, ongoing coaching, and the stability of a respected brand.

This position offers a clear career progression for professionals who excel at building trust, managing a portfolio, and delivering holistic, multi-product financial solutions. Initially, employees may start in the Senior Branch Premier Banker LP role (license pending) and transition to the fully licensed Senior Branch Premier Banker (SAFE) after completing licensing requirements. The role involves compliance with FINRA licensing, state insurance licenses, and ongoing regulatory standards. Overall, Wells Fargo provides an empowering environment where professionals can thrive while helping customers achieve financial well-being and success.

Job Requirements

Ability to work a schedule that will include most Saturdays
This role requires FINRA Series 6 and Series 63 or FINRA recognized equivalents, and state insurance license(s) which must be active or completed within a designated timeframe
For any FINRA qualification exams earned after Sept. 30, 2018, the Securities Industry Essentials (SIE) exam is also required
For certain states hired, FINRA Series 65 or equivalent examination will be required within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement
Obtaining and maintaining required FINRA licenses is necessary for continued employment
This role also requires meeting enhanced financial fitness and criminal background standards
SAFE registration is required at time of employment and Wells Fargo will initiate the process after the start date
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

Job Qualifications

4+ years of customer service experience or equivalent demonstrated through one or a combination of work experience, training, military experience, 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 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 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)

Job Duties

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