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Grow and manage relationships with affluent customers, provide multi-product banking and credit advice, acquire new customers, coordinate with Wealth/Home Lending/Business Banking partners, ensure accurate documentation and compliance, and support branch service needs including account openings and customer appointments.

Handle escalated customer inquiries and complaints for consumer credit card and unsecured lending products. Investigate issues, process complex transactions, classify risks in case management, and negotiate settlements. Escalate non-routine matters, interact with internal/external stakeholders, and ensure compliance with regulatory and internal standards.

Frontline branch role building customer relationships, supporting account openings, service requests, credit applications, and teller/cash-handling duties. Promote banking products, use digital tools, maintain compliance and risk controls, and coordinate referrals to licensed specialists to meet customer and branch growth goals.

Lead a bank branch to acquire, deepen, and retain customer relationships; manage sales, deposits, lending, and investments; coach and develop staff; drive digital adoption; ensure operational risk management and regulatory compliance; partner with internal sales teams to maximize customer value and branch performance.

Lead a bank branch to drive growth in deposits, lending, cards, and investments through coaching, sales leadership, operational risk management, and cross‑functional partnership. Hire, develop, and hold team accountable to performance routines, uncover customer needs, recommend Wells Fargo solutions, promote digital adoption, and ensure compliance with risk and regulatory requirements.

Provide front-line, multi-branch banking support including account openings, teller and cash-handling duties, credit application support, and proactive customer conversations to identify needs and refer appropriate Wells Fargo products and specialists. Travel across assigned branches, maintain compliance with risk controls, and collaborate with branch teams to deliver consistent customer service.

Acquire and deepen relationships with affluent and business customers, manage a defined book-of-business, deliver multi-product banking and credit solutions, coordinate with Wealth/Home Lending/Business Banking, drive digital adoption, handle everyday banking needs, ensure accurate documentation and regulatory compliance, and meet licensing and SAFE registration requirements.

Lead a bank branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop staff, drive performance through disciplined execution and reporting, partner with internal sales teams, manage operational risk and compliance, promote digital adoption, and balance growth with sound risk management.

Acquire, deepen, and manage affluent consumer and business relationships through proactive outreach, discovery-driven financial planning, and multi-product solutions. Serve as primary contact for banking needs, coordinate with Wealth, Home Lending, and Business Banking partners, promote digital adoption, ensure accurate documentation and risk compliance, and grow a defined book of business to drive retention and revenue.

Provide branch customer service by processing and approving teller transactions, promoting digital solutions, completing routine to moderately complex operational tasks, supporting branch manager scheduling, resolving teller-line issues, escalating complaints, identifying fraud risk, and motivating staff to meet business objectives while adhering to policy.