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Serve customers in-branch by opening accounts, handling transactions, processing service requests and credit applications, and recommending appropriate banking products. Build relationships through proactive conversations, support branch growth via referrals, use digital tools to assist customers, and maintain compliance while coordinating handoffs to licensed specialists.

Acquire, deepen, and manage affluent consumer and business relationships as the primary branch financial partner. Deliver multi-product banking, credit, investment, and home-lending solutions through discovery-driven advice, proactive outreach, scheduled appointments, and branch engagement. Coordinate with Wealth, Home Lending, and Business Banking partners, champion digital adoption, ensure accurate documentation and regulatory compliance, and manage a defined book of business to drive retention and balanced growth.

Acquire and deepen relationships with affluent consumers and small business customers by delivering multi-product financial solutions. Own a book of business, conduct discovery-based planning, coordinate with Wealth, Home Lending, and Business Banking partners, support everyday banking needs, promote digital adoption, ensure compliant documentation, and meet licensing and regulatory requirements.

Serve as the primary branch contact for consumer and business customers: open accounts, resolve service issues, lead discovery conversations, recommend deposit/credit/investment solutions, promote digital adoption, and coordinate referrals to Wealth, Home Lending, and Business Banking. Maintain accurate documentation, follow risk and compliance policies, and complete required licensing to transition from licensed-path to fully licensed Relationship Banker.

Serve as primary branch contact for consumer and business customers, acquire and grow relationships, recommend tailored deposit, lending, and investment solutions, support account openings and service requests, drive digital adoption, and coordinate referrals to Wealth, Home Lending, and Business Banking. Maintain compliance with FINRA, SAFE, and Wells Fargo policies while meeting sales and service goals.

Serve as primary branch contact for consumer and business customers: acquire and grow relationships, deliver tailored deposit/credit/investment solutions, drive digital adoption, resolve account service requests, and coordinate referrals to Wealth, Home Lending, and Business Banking. Maintain regulatory compliance, obtain required FINRA and state insurance licenses, and meet sales and service expectations in a collaborative branch environment.

Serve affluent and complex customers as primary banking contact to acquire and deepen relationships via discovery-driven advice, cross-sell deposits, lending, investments, and business banking, coordinate with Wealth/Home Lending/Business partners, promote digital adoption, manage a book-of-business, ensure accurate documentation and regulatory compliance, and work branch duties including scheduled appointments and lobby engagement.

Drive acquisition and deepen relationships with affluent consumers and businesses through discovery-driven advice, multi-product solutions, and coordinated referrals. Manage a defined book of business, support everyday banking needs, champion digital adoption, and collaborate with Wealth, Home Lending, and Business Banking partners. Ensure accurate documentation, risk compliance, and licensing requirements are met.

Serve as primary in-branch contact for consumer and small business customers: open accounts, resolve service issues, drive relationship growth via discovery conversations, coordinate referrals to Wealth/Home Lending/Business Banking, promote digital adoption, and maintain accurate documentation and regulatory compliance. Role transitions from temporary licensed pending to fully licensed Relationship Banker upon completing required FINRA/SAFE exams and insurance licenses.

Manage and grow a book of affluent customers through proactive outreach, discovery-driven advice, and coordinated solutions across deposits, lending, investments, home lending, and business banking. Deliver everyday banking service, drive digital adoption, ensure compliance and documentation, and collaborate with internal partners to convert opportunities and deepen relationships.