Top Tech Jobs & Startup Jobs

Manage and grow a book of affluent consumer and business relationships through proactive outreach, discovery-based financial planning, cross-selling deposits, lending, investments, and coordinating with Wealth, Home Lending, and Business Banking. Provide daily branch service, drive digital adoption, ensure accurate documentation and regulatory compliance, complete required licensing/SAFE registration, and support branch team development.

Manage and grow relationships with affluent customers through discovery-driven advice, scheduled appointments, lobby engagement, and proactive outreach. Deliver multi-product banking, credit, investments, and referrals; coordinate with Wealth, Home Lending, and Business Banking. Maintain documentation, regulatory compliance, licensing, and strong risk controls while supporting branch team and promoting digital adoption.

Solicit and originate residential jumbo mortgages for affluent borrowers. Build referral relationships with realtors, builders, financial professionals, bank stores, and past customers; assess financial and credit information; recommend suitable loan programs; quote rates and points; manage applications and rate locks; maintain proactive customer communication; and ensure compliance with SAFE, Regulation Z, underwriting, and Wells Fargo policies.

Primary relationship banker for affluent and complex customers: acquire and deepen relationships, deliver multi-product financial guidance across deposits, lending, investments and business banking, coordinate referrals to Wealth/Home Lending/Business Banking, support daily branch service, ensure accurate documentation and regulatory compliance, and complete required FINRA and insurance licensing.

Grow and manage relationships with affluent customers by delivering multi-product banking and credit strategies. Acquire new clients, manage a book-of-business, coordinate with Wealth/Home Lending/Business Banking partners, promote digital adoption, ensure compliant documentation, and provide branch support. Role requires obtaining and maintaining FINRA and insurance licenses.

Manages and grows consumer and business banking relationships through consultative conversations, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Resolves account inquiries, documents customer interactions, follows risk and compliance procedures, and partners with Wealth, Home Lending, and Business Banking teams. Requires customer relationship experience and completion of FINRA, insurance, and SAFE licensing requirements.

Drive acquisition and relationship management for affluent customers by delivering multi-product financial guidance across deposits, lending, investments, and business banking. Own and grow a defined book of business through discovery-driven conversations, proactive outreach, appointments, and collaboration with Wealth, Home Lending, and Business Banking partners. Support everyday banking needs, champion digital adoption, ensure accurate documentation and risk compliance, and complete required licensing and SAFE registration.

Build and manage consumer and business banking relationships through proactive outreach, discovery conversations, and tailored deposit, credit, and investment solutions. Resolve account inquiries, promote digital banking adoption, coordinate referrals with Wealth, Home Lending, and Business Banking, and maintain strong compliance and risk controls. The role requires customer relationship skills, financial services licensing, Saturday availability, and completion of required FINRA, insurance, and SAFE registrations.

Manage and grow a portfolio of small-business banking clients, typically generating $500K–$2M annually. Build client relationships, assess financial needs, recommend banking, credit, treasury, and digital solutions, and acquire new customers through prospecting and referrals. Partner with relationship managers and lending officers on complex accounts while following underwriting, regulatory, risk, and compliance requirements. The role requires LO registration and frequent customer interaction in a branch environment.

Leads a banking branch as its sales and people leader, driving customer acquisition, relationship growth, deposits, lending, credit cards, and investments. Coaches and develops employees, manages performance, coordinates with internal banking partners, promotes digital banking adoption, and balances business growth with operational risk, compliance, and loss prevention. The role includes completion of a Branch Manager Readiness Program, Saturday scheduling, and up to 50% travel during the initial six months.