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Serve as primary branch contact to acquire, manage, and grow consumer and business relationships. Conduct discovery conversations, recommend deposit, credit, and investment solutions, drive digital adoption, handle account openings and service requests, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain regulatory and risk-compliant documentation and licensing.

As a Home Mortgage Consultant, you'll solicit residential mortgages, build relationships, analyze financial data, and help customers understand loan options while ensuring compliance with regulations.

Handle inbound/outbound mortgage calls, assess customer needs, recommend mortgage products, collaborate with fulfillment partners, manage loan application tasks and rate locks, maintain proactive customer communication, and comply with SAFE/NMLS and Loan Originator regulatory requirements.

Solicit and originate residential mortgage loans, build referral relationships with realtors and partners, evaluate and recommend loan products, ensure compliance with SAFE and Regulation Z requirements, manage customer communication and loan documentation, and meet sales and quality standards.

Wells Fargo seeks a Mortgage Retail Sales Consultant to solicit residential mortgages, ensure compliance, provide excellent customer service, and maintain strong client relationships while analyzing financial data and mortgage structures.

Manage and grow relationships with affluent customers by delivering multi-product financial solutions across deposits, lending, investments and business banking. Proactively acquire new customers, conduct discovery-driven planning, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, maintain accurate documentation, and ensure compliance with licensing and regulatory requirements.

Lead and coach a branch team to drive sales, deepen customer relationships, and ensure operational and compliance excellence. Recruit, develop, and manage performance while partnering with internal partners, promoting digital solutions, and balancing growth with risk management. Complete required Branch Manager Readiness training prior to placement.

Grow and manage relationships with affluent customers, provide multi-product financial advice, acquire new clients, coordinate with Wealth/Home Lending/Business partners, drive deposits/lending/investment growth, ensure compliance and accurate documentation, and support branch service needs including account openings and digital adoption.

Manage and grow relationships with affluent customers through proactive outreach, discovery-driven advice, and multi-product financial solutions. Own a book of business, coordinate with Wealth, Home Lending, and Business Banking partners, ensure excellent service and documentation, promote digital adoption, and meet licensing, compliance, and risk requirements.

Lead and develop a branch team to drive sales, deepen customer relationships, and manage operations and risk. Coach staff, execute performance routines, partner with internal sales teams, promote digital banking, and ensure compliance while meeting growth objectives.