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Provides investment advice and financial product guidance aligned with client goals and risk tolerance. Collects financial information, evaluates investment needs, recommends suitable products, develops client relationships, and grows and retains client assets. Requires FINRA licensing, regulatory compliance, background screening, and ongoing adherence to financial responsibility and investment policies.

Leads a Wells Fargo branch team to grow customer relationships, deposits, lending, credit card, and investment business. Responsibilities include hiring, coaching, performance management, customer-focused sales execution, cross-functional partnership, digital banking education, operational risk management, compliance, and loss prevention. The role requires successful completion of a Branch Manager Readiness Program, SAFE registration, Saturday availability, and up to 50% travel during the first six months.

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 sales performance, customer service, operational risk, compliance, and talent decisions. Partner with internal banking teams, promote digital banking solutions, analyze performance, resolve issues, and build an accountable, customer-focused culture across assigned Miami-area branches.

Manages and grows consumer and business banking relationships through consultative discovery, tailored deposit, lending, credit, and investment solutions. Acquires customers, coordinates referrals with Wealth, Home Lending, and Business Banking, promotes digital banking adoption, resolves service requests, and maintains accurate documentation and regulatory compliance. Requires customer relationship experience, FINRA licensing, state insurance licensing, SAFE registration, and availability for most Saturdays.

Supports branch operations by processing and approving teller transactions, assisting customers and employees, promoting digital banking solutions, identifying financial needs, mitigating fraud and operational risk, resolving concerns, supporting branch scheduling, and helping motivate team members. The role requires customer service experience, cash-handling ability, sound judgment, policy adherence, and availability for most Saturdays.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and coordinated banking, lending, investment, and credit solutions. Maintains a book of business, drives referrals and retention, supports digital adoption, coaches branch colleagues, and ensures accurate documentation, regulatory compliance, and risk controls. Requires active or timely completion of FINRA and insurance licensing, SAFE registration, and Saturday availability.

Leads underwriting and portfolio management for complex sponsor-backed commercial credit facilities. Directs financial modeling, debt capacity analysis, diligence, credit memoranda, documentation negotiation, risk committee presentations, portfolio reviews, covenant amendments, ratings updates, and market monitoring. Integrates AI tools into underwriting workflows, mentors junior staff, and manages deal teams supporting private equity transactions and loan growth.