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Assist brokerage clients by telephone with trades, account servicing, funding, documentation, website navigation, and complex transaction resolution. Maintain accurate account records, monitor compliance and maintenance pipelines, explain investment products and market terminology, support frontline staff, and collaborate with managers and stakeholders. The role requires FINRA licensing, strong communication, attention to detail, customer empathy, and the ability to research and resolve complex financial service issues.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and tailored solutions across deposits, lending, investments, and banking services. Maintains a book of business, coordinates referrals with Wealth, Home Lending, and Business Banking, promotes digital adoption, supports branch colleagues, and ensures accurate documentation, regulatory compliance, and risk management. Requires financial licensing and SAFE registration.

Build customer relationships and support everyday banking needs through account openings, service requests, credit applications, cash handling, and proactive outreach. Identify customer needs, recommend relevant banking products and digital tools, make referrals, process transactions accurately, follow compliance controls, and collaborate with branch teammates. The role requires bilingual Spanish and English proficiency, Saturday availability, a language assessment, and SAFE registration.

Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and tailored solutions across deposits, lending, investments, and banking services. Manage a book of business, generate referrals, coordinate with Wealth, Home Lending, and Business Banking partners, promote digital banking adoption, support branch colleagues, and maintain strong risk, compliance, and documentation standards.

Grow and manage relationships with affluent customers, provide multi-product financial guidance across deposits, lending, investments and business banking, proactively acquire new clients, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, ensure accurate documentation and regulatory compliance, and support branch team performance.

Manages and grows a portfolio of small-business banking clients, develops new relationships, assesses financial needs, and recommends business accounts, credit, treasury services, and digital solutions. Provides trusted advisory support, prospects and networks for referrals, collaborates with relationship managers and lending officers on complex needs, and maintains compliance with lending, risk, and regulatory requirements.

Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers. Analyzes financial and credit information, recommends suitable mortgage products, quotes rates and points, manages applications and lock-ins, and maintains proactive customer communication. Ensures compliance with SAFE, Loan Originator, underwriting, and Wells Fargo policies while developing market visibility and mortgage production.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and multi-product banking solutions. Advises on deposits, lending, investments, credit, and business banking while coordinating referrals across internal teams. Maintains a book of business, supports digital adoption, coaches branch colleagues, and ensures compliant documentation, risk oversight, licensing, and customer service.

Grow and manage an affluent customer book through proactive outreach, discovery-driven advice, and multi-product solutions across deposits, lending, investments, and business banking. Serve as primary relationship lead, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, ensure accurate documentation and regulatory compliance, and complete required FINRA/insurance licensing. Role includes branch service duties and weekend schedule (most Saturdays).

Manages and grows a portfolio of small-business banking clients, owns client onboarding and relationship development, recommends business accounts, credit, treasury, and digital services, and prospects for new customers. Provides financial consultations, referrals, and tailored recommendations while following lending, compliance, risk, and regulatory policies. Partners with relationship managers and lending officers on complex client needs and must complete Loan Originator registration requirements.