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Leads a Wells Fargo branch team, driving customer acquisition, relationship growth, sales performance, coaching, talent development, operational excellence, and risk management. The role coordinates with internal banking partners, promotes digital banking solutions, analyzes performance, resolves issues, and ensures compliance while serving affluent, business, and consumer customers.

Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank stores, and past customers; evaluates financial and credit information; recommends suitable loan products; manages applications, pricing, rate locks, customer communications, and compliance requirements. Requires SAFE registration, mortgage licensing compliance, customer service, sales prospecting, and knowledge of mortgage underwriting and real estate transactions.

Conduct fundamental equity research on REITs, including financial statement analysis, forecasting, financial modeling, database maintenance, stock recommendations, and differentiated research content. Communicate findings to institutional investors and internal stakeholders while cultivating company and industry relationships. Collaborate across research, sales, trading, and wealth management teams, maintain regulatory compliance, and obtain required FINRA licenses.

Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers; evaluates financial and credit information; recommends suitable loan products; quotes rates and points; manages applications and lock-ins; communicates underwriting requirements and loan procedures; and maintains compliant, customer-focused service. Requires SAFE registration and ongoing compliance with mortgage licensing and regulatory standards.

Build and manage consumer and business banking relationships through proactive outreach, discovery conversations, tailored deposit, credit, and investment solutions, and referrals to Wealth, Home Lending, and Business Banking. Handle account servicing, promote digital banking adoption, resolve inquiries, document activities, and maintain strong risk and compliance controls. The role requires FINRA and state insurance licensing, SAFE registration, and frequent Saturday availability.

Build and manage customer relationships in a branch setting, support account openings, service requests, credit applications, and cash transactions, and identify appropriate banking products and referrals. The role combines customer service, outreach, sales growth, digital banking assistance, compliance, risk awareness, and collaboration with branch specialists. Saturday availability and SAFE registration are required.

Build customer relationships, identify banking needs, recommend products and services, support account openings and credit applications, process cash transactions, and provide compliant branch service. The role includes proactive outreach, digital banking assistance, referrals to specialists, risk escalation, and collaboration with branch teammates. Saturday availability, SAFE registration, background screening, and compliance with loan-originator requirements are required.

Build and manage consumer and business customer relationships through consultative banking conversations, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Resolve account inquiries, document activities, follow risk and compliance requirements, and collaborate with Wealth, Home Lending, and Business Banking partners. The role requires FINRA and insurance licensing, SAFE registration, enhanced background and financial fitness screening, and availability for most Saturdays.

Leads a Wells Fargo branch team, driving customer relationship growth across deposits, lending, credit cards, investments, and primary banking relationships. Coaches and develops employees, manages sales performance, partners with internal business groups, promotes digital banking, and balances growth with operational risk, compliance, and customer protection. The role requires participation in a Branch Manager Readiness Program, Saturday availability, and up to 50% travel during the initial six months.

Build and manage consumer and business banking relationships through proactive outreach, discovery conversations, and tailored deposit, credit, and investment solutions. Resolve account needs, promote digital banking, coordinate referrals with Wealth, Home Lending, and Business Banking, and maintain strong compliance and risk controls. The role requires customer service and relationship-building experience, active or timely completion of FINRA and insurance licenses, SAFE registration, and availability for most Saturdays.