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Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers; acquire and deepen a book of business through proactive outreach, discovery, referrals, and tailored guidance across deposits, lending, investments, and banking products. Coordinate with Wealth, Home Lending, and Business Banking partners, promote digital adoption, support branch colleagues, and maintain strong risk, compliance, documentation, and customer-service standards.
Top Skills:
Finra Series 6Finra Series 63Finra Series 65Lo/Cfpb RequirementsSafe RegistrationSecurities Industry Essentials (Sie)
Fintech • Financial Services
Build and maintain customer relationships in a bank branch, identify financial needs, recommend banking products and services, support account openings and credit applications, process cash and teller transactions, conduct proactive outreach, use digital banking tools, and ensure compliant service while referring customers to specialized bankers.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business banking customers. Acquires and deepens a book of business through discovery conversations, proactive outreach, referrals, and tailored guidance across deposits, lending, credit, investments, and banking services. Partners with Wealth, Home Lending, and Business Banking teams, promotes digital adoption, handles everyday banking needs, supports complex client requests, and advises branch colleagues while maintaining licensing, risk, compliance, and customer service standards.
Top Skills:
Digital BankingFinra Series 6Finra Series 63Finra Series 65Mobile BankingSafe RegistrationSecurities Industry Essentials (Sie)
Fintech • Financial Services
Leads a Wells Fargo branch team, driving customer acquisition, relationship growth, sales performance, coaching, talent development, and operational excellence. The manager partners across banking divisions to meet complex customer needs, promotes digital banking adoption, manages risk and compliance, resolves issues, and builds an accountable, high-performing culture. The role includes completion of a Branch Manager Readiness Program, Saturday availability, and up to 50% travel during the first six months before branch placement.
Top Skills:
Digital Banking Platforms
Fintech • Financial Services
Leads Wells Fargo’s Merchant Services Partner Channel sales organization, developing partner go-to-market strategies, driving merchant acquisition and revenue growth, managing strategic relationships, and building scalable distribution channels. Oversees sales professionals, performance analytics, forecasting, governance, compliance, resource allocation, and cross-functional collaboration across Product, Risk, Operations, Technology, Marketing, and Finance. Builds high-performing teams and advises executives on payments trends, partnerships, investments, and channel strategy.
Top Skills:
Digital CommerceEmbedded PaymentsFintech PartnershipsFraud ManagementInvoice PresentmentMerchant AcquiringPartner Ecosystem PlatformsPartner Performance AnalyticsPayment Acceptance SolutionsPayment Gateway Services
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Fintech • Financial Services
Leads Wells Fargo’s Merchant Services Partner Channel sales organization, driving partner acquisition, merchant growth, revenue, profitability, and go-to-market strategy. Builds strategic relationships with software providers, fintechs, franchisors, associations, private equity firms, and referral networks. Oversees sales performance, forecasting, governance, risk, compliance, transformation initiatives, resource allocation, and talent development while influencing executives and cross-functional teams across Product, Technology, Risk, Operations, Finance, and Marketing.
Top Skills:
Digital CommerceEmbedded PaymentsFraud ManagementInvoice PresentmentMerchant AcquiringPayment Gateways
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and tailored banking, lending, investment, and credit solutions. Owns a book of business, acquires and retains customers, coordinates referrals across internal banking teams, promotes digital adoption, supports branch colleagues, and maintains strong risk, documentation, licensing, and regulatory compliance standards.
Fintech • Financial Services
Build customer relationships in a bank branch by assessing financial needs, recommending products and services, supporting account openings and credit applications, processing cash transactions, and making referrals. The role requires compliant service, proactive outreach, digital tool adoption, collaboration with branch teammates, bilingual Spanish/English proficiency, Saturday availability, and SAFE registration.
Fintech • Financial Services
Build customer relationships and identify banking needs through in-branch conversations and proactive outreach. Support account openings, service requests, credit applications, cash handling, and teller activities while promoting relevant financial products and digital tools. Deliver compliant, accurate service, manage risk, and coordinate referrals to licensed bankers and specialists. The role requires customer service experience, Saturday availability, SAFE registration, and compliance with loan-originator and background-screening requirements.
Fintech • Financial Services
Provides banking and teller support across multiple Houston-area branches, builds customer relationships, identifies financial needs, promotes banking products, supports account openings and credit applications, processes cash transactions, and makes referrals. The role requires flexibility across branch environments, compliance with risk controls, digital-tool proficiency, teamwork, Saturday availability, and travel throughout the assigned geography.
Top Skills:
Digital Banking Tools
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