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Grow and manage relationships with affluent customers, provide multi-product banking and credit guidance, acquire new clients, coordinate with Wealth/Home Lending/Business Banking partners, drive deposit/lending/investment growth, ensure compliance and accurate documentation, support branch service needs, and complete required FINRA/insurance licensing and SAFE registration.

Lead strategic relationship management and portfolio oversight for large dealer groups, structuring inventory finance solutions, underwriting and risk assessment, driving renewals/refinancings, collaborating with underwriting, operations, and risk, and advising senior leadership on portfolio strategy and complex client issues.

Serve as primary branch contact for consumer and business customers: acquire, manage, and grow relationships through discovery-driven conversations, product recommendations, referrals to Wealth/Home Lending/Business Banking, account openings, and service resolution. Promote digital adoption, document plans, and maintain compliance with policies and licensing requirements (FINRA/SAFE/State Insurance). Work collaboratively to meet customer needs and drive balanced growth across deposits, lending, and investments.

Participate in Wells Fargo Advisors training and support bank financial advisory activities: assess basic client goals and risk tolerance, evaluate needs, refer dwelling-secured product inquiries to SAFE team, assist clients without taking applications, and obtain required FINRA and insurance licenses while complying with regulatory and background screening requirements.

Serve as primary branch contact to acquire, manage, and grow consumer and small business relationships. Lead discovery conversations, recommend deposit, credit, and investment solutions, support account openings and service requests, champion digital banking, coordinate referrals to Wealth/Home Lending/Business teams, and maintain regulatory, licensing, and risk-compliance standards.

Provide front-line banking support across multiple branch locations, covering teller and personal banker duties. Open accounts, process transactions, handle cash, assist credit applications, use digital tools, build customer relationships, and refer to specialists while adhering to compliance and risk controls.

Serve as primary branch contact for consumer and business customers: acquire and grow relationships, conduct discovery conversations, recommend deposit/credit/investment solutions, support everyday banking transactions, champion digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, maintain accurate documentation, and comply with licensing, risk, and regulatory requirements.

Lead a branch sales team to acquire, deepen, and retain customer relationships. Coach staff, drive deposits, lending, and investments, manage operations and compliance, and oversee risk while promoting digital solutions. Complete onboarding program and support branch performance and community engagement.

Lead and grow banking relationships for corporate clients (assets below $20B), support senior relationship managers, originate and structure complex financing and investment banking transactions, coordinate cross-functional teams, mentor peers, and provide integrated financial solutions across lending, treasury, capital markets and trade products.

Frontline banking role building customer relationships through in-branch interactions and outreach. Support account openings, service requests, credit applications, and teller/cash handling. Promote relevant products, use digital tools, ensure compliant, accurate service, and coordinate referrals to licensed bankers or specialists.