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Acquire and deepen relationships with affluent consumer and business customers, manage a book of business, deliver multi-product financial solutions (deposits, lending, investments), coordinate with Wealth/Home Lending/Business Banking partners, drive digital adoption, ensure accurate documentation and regulatory compliance, and meet licensing/SAFE registration requirements.

Lead and coach a branch team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Drive sales performance, operational risk management, digital adoption, and cross-functional partnership while completing onboarding and readiness program.

Lead and coach a branch team to acquire, deepen, and retain customer relationships; drive sales of deposit, lending, card, and investment products; manage performance, risk, compliance, and operations; partner with internal lines to expand customer relationships; complete Branch Manager Readiness Program and model customer-focused digital adoption.

Lead product strategy and fund launch efforts for alternative investments (private equity, credit, real assets, hedge funds). Manage manager agreements, onboarding, marketing collateral, performance reporting, and cross-functional stakeholder coordination to ensure platform growth, compliance, and sales support.

Lead and coach a branch team to drive acquisition, deepen customer relationships, and meet sales goals across deposits, lending, cards, and investments while managing operational risk, compliance, and branch performance. Complete Branch Manager Readiness Program and partner cross-functionally to deliver coordinated banking solutions.

Originates and processes low-to-moderately complex mortgage loan applications from within assigned bank branches. Engages existing and prospective customers, advises on Wells Fargo Home Mortgage products, collaborates with branch and fulfillment partners, maintains compliance with underwriting and regulatory requirements (SAFE/NMLS/Regulation Z), and pursues ongoing training to increase product and process knowledge. Focuses on client satisfaction, market visibility, and branch mentoring/education.

Build relationships with customers through in-branch interactions and outreach, support account openings, service requests, credit applications, perform cash handling/teller duties, promote banking products and digital tools, and ensure compliant, risk-aware service while coordinating referrals to specialists.

Lead a bank branch to acquire, deepen, and retain customer relationships by driving sales of deposits, lending, cards, and investments. Hire, coach, and develop a high-performing team, execute branch routines, partner with internal sales partners, manage operational risk and compliance, promote digital banking, and use reporting to improve performance and customer experience. Complete Branch Manager Readiness Program prior to assuming role.

Grow and manage a defined book of affluent customer relationships through discovery-driven advice, multi-product solutions (deposits, lending, investments), proactive outreach, branch service, and collaboration with Wealth, Home Lending, and Business Banking while maintaining compliance and licensing requirements.

Lead and coach a branch team to acquire, deepen, and retain customer relationships across deposits, lending, credit cards and investments. Drive sales performance through disciplined execution, high-impact coaching, and collaboration with internal partners while managing operational risk, compliance, and customer experience. Complete Branch Manager Readiness Program before permanent placement.