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Build and grow business banking relationships by sourcing clients, managing a moderately complex portfolio, assessing financial and credit needs, structuring lending solutions, and recommending deposit, treasury, credit, and digital banking products. The role requires local-market prospecting, customer visits, risk management, underwriting-policy compliance, credit presentations, and collaboration with internal product and credit teams.

Sources and onboards business banking clients, builds local relationships, manages a moderately complex portfolio, and drives deposit and credit growth. Conducts financial and credit assessments, structures lending solutions, recommends treasury and digital banking products, manages risk, and presents financial strategies. The role requires customer and prospect visits within an assigned market, regulatory compliance as a Loan Originator, and proactive relationship management to retain and expand business clients.

Sell and explain mortgage products through inbound and outbound customer calls. Assess customer needs, recommend loan products, support applications, pricing, and rate locks, and collaborate with fulfillment partners throughout origination. Maintain proactive communication, accurate records across multiple systems, and high customer satisfaction while meeting sales goals and complying with SAFE Act, NMLS, Regulation Z, and Wells Fargo requirements.

Supports the Mortgage Retail Sales team through administrative, transactional, operational, marketing, and customer support activities. Builds relationships with current and prospective customers, assists with mortgage sales information and processes, and may offer or negotiate loan terms or take dwelling-secured transaction applications. Requires SAFE registration and compliance with mortgage loan originator regulations, financial responsibility standards, background screening, and ongoing regulatory requirements.

Supports the Mortgage Retail Sales team through administrative, transactional, operational, marketing, and customer support activities. Builds relationships with current and prospective customers, provides mortgage sales information, supports the selling process, and may offer or negotiate mortgage terms or take dwelling-secured loan applications. Requires SAFE registration and compliance with Loan Originator requirements, including regulatory, background, financial responsibility, and credit fitness standards.

Supports the Mortgage Retail Sales team through administrative, transactional, operational, marketing, and customer support activities. Builds relationships with current and prospective customers, provides mortgage sales information, and assists with the selling process. The role requires SAFE registration, compliance with Loan Originator requirements, background screening, and ongoing adherence to financial responsibility and regulatory standards.

Supports the Mortgage Retail Sales team through administrative, transactional, operational, marketing, and customer-support activities. Builds relationships with current and prospective customers, provides mortgage sales information, assists with the selling process, and performs tasks related to mortgage applications and dwelling-secured transactions. The role requires SAFE registration, Loan Originator qualification, regulatory compliance, background screening, and ongoing adherence to risk and compliance requirements.

Supports branch operations by processing and approving teller transactions, assisting customers with banking products and digital solutions, resolving operational concerns, identifying fraud risks, and following compliance policies. Assists the branch manager with scheduling and operational tasks, supports teller-line activities, escalates issues appropriately, and motivates team members to meet service and business objectives.

Supports the Mortgage Retail Sales team through administrative, transactional, operational, marketing, and customer support activities. Builds relationships with current and prospective customers, provides mortgage sales information, and assists with the selling and application process. The role requires SAFE registration, compliance with Loan Originator regulations, and successful financial responsibility, background, and regulatory screening.

Build customer relationships through in-branch conversations and proactive outreach, identify financial needs, recommend banking products and digital tools, support account openings, service requests, credit applications, cash handling, and teller activities. Maintain accurate, compliant service while managing risk, collaborating with branch teammates, and referring customers to licensed bankers and specialists. Saturday availability is required, along with SAFE registration and ongoing screening.