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Build, maintain, and grow relationships with small-business banking clients. Manage a portfolio, assess business needs, recommend financial products, prospect for new customers, provide referrals, collaborate with relationship managers and lending officers, and ensure compliance with lending, risk, and regulatory requirements. The role also requires Loan Originator registration and customer support for dwelling-secured product referrals.

Supervise branch supervisory controls for Wealth & Investment Management, ensuring compliance with FINRA/SEC rules and firm policies. Monitor activities, implement policies, report to governance, resolve compliance issues, lead training, allocate resources, and partner with Compliance, Legal, Risk, and business stakeholders to mitigate regulatory and operational risk.

Build customer relationships, understand financial needs, recommend banking products, support account openings and credit applications, process cash transactions, and provide compliant branch service. The role requires proactive outreach, digital tool adoption, collaboration with specialists, risk awareness, bilingual Spanish/English communication, Saturday availability, and SAFE registration after hire.

Leads a Wells Fargo branch team, driving customer acquisition, relationship growth, deposits, lending, investments, and sales performance. Coaches and develops employees, manages talent and accountability, partners with internal banking teams, promotes digital banking solutions, and balances growth with operational risk, compliance, and customer protection. Completion of the Branch Manager Readiness Program is required unless already serving as a Wells Fargo Branch Manager.

Build and manage consumer and business customer relationships through consultative banking conversations, account services, credit and investment referrals, digital banking education, and proactive outreach. The role coordinates with Wealth, Home Lending, and Business Banking partners, resolves service requests, maintains accurate documentation, and follows financial risk and compliance requirements. Successful employees obtain and maintain required FINRA, insurance, and SAFE licenses while working primarily in a branch environment, including most Saturdays.

Provides personalized banking support across multiple branch locations, including account openings, service requests, credit applications, cash handling, and teller activities. Builds customer relationships through proactive conversations, identifies financial needs, recommends products and services, and makes referrals to specialists. Adapts to changing branch environments, uses digital banking tools, follows compliance and risk controls, and collaborates with branch teams. Requires 100% travel within the assigned geography and Saturday availability.

Build and manage relationships with affluent consumer and business customers through proactive outreach, financial discovery, and tailored recommendations across deposits, lending, investments, and banking services. Own a book of business, deepen relationships, coordinate referrals with Wealth, Home Lending, and Business Banking, promote digital adoption, support branch colleagues, and maintain strong documentation, compliance, and risk controls. The role requires FINRA and insurance licensing, SAFE registration, and Saturday availability.

Build customer relationships in a branch setting by identifying financial needs, recommending banking products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role includes cash handling, digital banking assistance, compliance with risk controls, proactive customer outreach, and collaboration with branch teammates. Spanish and English proficiency is required, along with Saturday availability and completion of required language assessment and SAFE registration.

Provides personalized coaching, training, demonstrations, and consultative guidance on financial advisor platforms and applications. Leads operational support across business groups, researches strategic initiatives, manages program implementation, and contributes to risk mitigation, efficiency, and customer experience improvements. Collaborates with cross-functional partners on project plans, policies, procedures, and platform enablement while ensuring quality, cost effectiveness, and regulatory compliance.

Lead a Wells Fargo branch team in acquiring, deepening, and retaining customer relationships across deposits, lending, credit cards, investments, and business banking. Hire, coach, and develop employees; drive sales, service, and productivity; manage performance and operational risk; promote digital banking solutions; collaborate with internal partners; and ensure compliance. The role includes required readiness training, Saturday availability, and up to 50% travel during the first six months.