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Build customer relationships in a branch setting, identify financial needs, recommend banking products, support account openings and credit applications, process cash transactions, and provide compliant service. The role requires bilingual Spanish and English communication, proactive outreach, digital tool adoption, teamwork, Saturday availability, and successful completion of language, background, and SAFE registration requirements.

Build and manage relationships with affluent consumer and business banking customers. Acquire new clients, deepen existing relationships, assess financial goals, recommend deposit, lending, investment, and credit solutions, and manage a defined book of business. Partner with Wealth, Home Lending, and Business Banking teams, promote digital banking adoption, support branch colleagues, and maintain strong documentation, regulatory compliance, and risk controls.

Monitor payment-processing systems and image files, identify exceptions, execute cash-letter processes, and research or escalate operational issues. Record and track service requests, provide technical and customer support, coordinate with internal and external stakeholders, and ensure accurate, timely resolution while meeting service levels, compliance requirements, and critical deadlines.

Supports financial advisors by servicing clients, establishing and maintaining accounts, preparing forms, researching inquiries, coordinating appointments and referrals, maintaining regulatory records, and executing administrative and marketing activities. Handles complex client issues, provides branch systems support, and trains entry-level client associates. Requires brokerage or client services experience and active FINRA licensing, including Series 7 and 63 examinations.

Build customer relationships and identify banking needs through in-branch interactions and proactive outreach. Open accounts, process service requests and credit applications, handle cash and teller transactions, promote appropriate banking products, support digital banking adoption, and refer customers to specialists. Maintain accurate, compliant service, follow risk controls, collaborate with branch teammates, and work schedules that include Saturdays.

Build and manage relationships with affluent consumer and business customers, acquire new clients, and deepen existing accounts through proactive outreach and discovery-based financial guidance. Recommend integrated deposit, credit, lending, investment, and banking solutions while managing a book of business. Collaborate with Wealth, Home Lending, and Business Banking partners, promote digital banking adoption, support branch colleagues, and maintain strong risk, documentation, licensing, and compliance standards.

Lead a Wells Fargo branch team, driving customer relationship growth across deposits, lending, credit cards, investments, and business banking. Hire, coach, and develop employees; manage sales performance, customer service, operational risk, compliance, and talent decisions. Partner with internal banking groups, promote digital banking solutions, analyze performance, and execute improvement plans. Complete the Branch Manager Readiness Program before placement, work Saturdays, and travel up to 50% during the initial six months.

Lead a district of branch managers across Southeast Texas, driving sales growth, customer experience, workforce planning, talent development, and risk-compliant execution. Coach leaders, improve performance through reporting insights, build succession pipelines, resolve escalated customer concerns, and translate enterprise strategy into branch-level priorities. The role requires regular travel throughout the assigned geography and collaboration across wealth management, business banking, home lending, operations, HR, and talent acquisition.

Build customer relationships in a Wells Fargo branch by understanding financial needs, recommending banking products and digital tools, opening accounts, processing service requests and credit applications, handling cash transactions, making referrals, and maintaining compliance. The role requires proactive outreach, accurate service, collaboration with branch teammates, Saturday availability, and completion of SAFE registration and required screening.

Manage and negotiate complex delinquent commercial loan accounts, including researching credit information, restructuring payment plans, assessing collateral equity and loss projections, and monitoring policy compliance. The role requires resolving issues with internal stakeholders, exercising independent judgment, supporting risk mitigation, and assisting with training entry-level staff. This is a hybrid position based in Irving, Texas, with additional hours occasionally required.