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Reposted 28 Days AgoSaved
Hybrid
Kingsland, TX, USA
Senior level
Senior level
Fintech • Financial Services
Lead a Wells Fargo branch team by driving customer relationship growth across deposits, lending, credit cards, investments, and primary banking products. Hire, coach, and develop employees, manage performance, coordinate with internal sales partners, promote digital banking, and balance sales objectives with operational risk, compliance, and customer protection. Successful completion of the Branch Manager Readiness Program is required unless currently serving as a Wells Fargo branch manager.
Reposted 28 Days AgoSaved
Hybrid
Lexington, SC, USA
Junior
Junior
Fintech • Financial Services
Manage and grow a portfolio of small-business banking clients, owning onboarding, relationship deepening, prospecting, referrals, and financial solution recommendations. Provide business accounts, credit, treasury, and digital services while analyzing client needs and maintaining compliance. Partner with Relationship Managers and Lending Officers on complex structures, meet loan-originator registration requirements, and deliver a client-centric branch experience.
Top Skills: Nmls
28 Days AgoSaved
Hybrid
San Diego, CA, USA
Junior
Junior
Fintech • Financial Services
Solicit and originate residential jumbo mortgages for affluent borrowers. Build referral relationships with realtors, builders, financial professionals, and other sources; analyze customer financial and credit information; recommend suitable loan products; manage applications, rates, lock-ins, and follow-up; explain underwriting requirements and policies; maintain customer satisfaction; and comply with SAFE, NMLS, CFPB, and Wells Fargo regulatory requirements.
Top Skills: MS OfficeNationwide Mortgage Licensing System (Nmls)Regulation ZSafe Mortgage Licensing Act
28 Days AgoSaved
Hybrid
Newton, NC, USA
Junior
Junior
Fintech • Financial Services
Manages and grows consumer and business banking relationships through consultative discovery, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Handles account inquiries, resolves service requests, documents interactions, follows risk and compliance procedures, and collaborates with Wealth, Home Lending, and Business Banking partners. Requires licensing and regulatory compliance, including FINRA, SAFE, and state insurance requirements.
28 Days AgoSaved
Hybrid
Cashiers, NC, USA
Junior
Junior
Fintech • Financial Services
Build and manage consumer and business banking relationships through proactive outreach, discovery conversations, tailored deposit, lending, credit, and investment solutions, referrals, digital banking education, and account support. Resolve service requests, maintain accurate documentation, follow risk and compliance requirements, and collaborate with Wealth, Home Lending, and Business Banking partners. Most Saturday work is required, along with FINRA, insurance, and SAFE licensing.
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28 Days AgoSaved
Hybrid
Carlsbad, CA, USA
Junior
Junior
Fintech • Financial Services
Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers; evaluates financial and credit information; recommends suitable loan products; manages applications, rate locks, documentation, and customer communications; and ensures compliance with mortgage licensing, underwriting, and regulatory requirements.
Top Skills: MS Office
28 Days AgoSaved
Hybrid
Austin, TX, USA
Junior
Junior
Fintech • Financial Services
Solicits residential mortgages, develops referral relationships, receives and analyzes customer applications, recommends suitable loan products, quotes rates and points, and manages follow-up through registration and lock-in. Ensures compliant loan production, reviews financial and credit information, communicates underwriting requirements, and maintains customer satisfaction. The role requires SAFE registration, Loan Originator qualification, regulatory compliance, and ongoing product and policy training.
Top Skills: MS OfficeNationwide Mortgage Licensing System (Nmls)
Reposted 28 Days AgoSaved
Hybrid
Summerville, SC, USA
Junior
Junior
Fintech • Financial Services
Build, manage, and grow a portfolio of small business banking clients. Responsibilities include onboarding, relationship deepening, prospecting, financial needs analysis, recommending business accounts, credit, treasury services, and digital tools, and partnering with relationship managers and lending officers. The role requires regulatory compliance, risk management, customer follow-up, referrals, and LO registration under Regulation Z.
Top Skills: Digital BankingNmlsRegulation Z
28 Days AgoSaved
Hybrid
Thousand Oaks, CA, USA
37K-66K Hourly
Senior level
37K-66K Hourly
Senior level
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business banking customers. Acquires new clients, conducts financial discovery, recommends integrated banking, lending, investment, and credit solutions, and manages a book of business. Partners with Wealth, Home Lending, and Business Banking teams, promotes digital adoption, supports branch colleagues, and maintains strong documentation, risk controls, and regulatory compliance.
Top Skills: Digital Banking ToolsFinra Series 6Finra Series 63Finra Series 65Mobile BankingSafe RegistrationSie Exam
28 Days AgoSaved
Hybrid
Simi Valley, CA, USA
37K-66K Hourly
Senior level
37K-66K Hourly
Senior level
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Recommend products across deposits, lending, investments, and credit; manage a book of business; coordinate referrals with Wealth, Home Lending, and Business Banking; promote digital banking; support branch colleagues; and maintain strong documentation, compliance, and risk controls.
Top Skills: Finra Series 6Finra Series 63Finra Series 65Safe RegistrationSecurities Industry Essentials (Sie)
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