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Manage and grow a book of business by sourcing and onboarding commercial clients, deepening relationships, assessing financials and credit, structuring secured and unsecured credit solutions, promoting Wells Fargo business products, collaborating with internal partners, and ensuring risk compliance and regulatory LO requirements.

Manage and grow relationships with affluent and complex banking customers through proactive outreach, discovery-driven advice, and coordinated cross-product solutions. Own a defined book of business, open accounts, handle service requests, ensure compliance and documentation, and collaborate with Wealth, Home Lending, and Business partners to drive retention and multi-product growth.

Serve as the primary branch contact for consumer and business customers: acquire and grow relationships, recommend deposit/credit/investment solutions, support account opening and service requests, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance with FINRA, SAFE, and branch policies.

Originate mortgage loans from assigned bank branches, engage prospective and existing customers, process low-to-moderately complex applications, adhere to underwriting and compliance requirements (SAFE/Reg Z), collaborate with branch teams and fulfillment partners, and grow market visibility through prospecting and relationship-building.

Lead and manage branch staff to drive customer engagement, growth, and operational excellence. Coach and develop team members, ensure regulatory and compliance adherence (SAFE/Mortgage/Reg Z), resolve customer and operational issues, hire and mentor talent, and promote digital banking adoption while managing branch resources and risk controls.

Frontline banking role building customer relationships, supporting account openings, cash handling, service requests, and credit applications while promoting banking products and coordinating referrals to specialists.

Lead and manage a bank branch team to drive customer engagement, growth, operational excellence, compliance, and risk controls. Coach and develop staff, resolve customer and operational issues, support digital adoption, hire and mentor talent, and ensure SAFE/LO regulatory requirements are met.

Lead a branch team to drive growth in deposits, lending, cards, and investments through coaching, performance management, risk-aware decision making, and cross-partner coordination. Hire, develop, and hold staff accountable, promote digital solutions, and ensure operational and compliance standards are met. Complete Branch Manager Readiness Program to transition into role.

Lead a branch team to drive customer acquisition, deepen relationships, and grow deposits, lending, cards, and investments. Coach and develop employees, execute sales routines, partner with internal partners, manage operational risk and compliance, and promote digital solutions. Complete Branch Manager Readiness Program before transitioning into a Branch Manager role.

Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop staff, drive sales and digital adoption, partner with internal teams, use reporting to improve performance, and balance growth with operational risk management and compliance. Complete Branch Manager Readiness Program to transition into the role.