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Manages and grows relationships with affluent consumer and business customers. Acquires new clients, conducts discovery-based financial conversations, recommends banking and credit strategies, and manages a book of business across deposits, lending, investments, and business banking. Coordinates referrals with Wealth, Home Lending, and Business Banking partners, promotes digital adoption, supports branch colleagues, and maintains strong risk, compliance, documentation, and customer-service standards.

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.

Provides second-line compliance oversight and advisory support for an equities sales and trading business. Responsibilities include monitoring risk-based compliance programs, overseeing CAT and other transaction reporting, maintaining controls and standards, assessing and remediating compliance issues, advising stakeholders on regulations, and presenting risk metrics to management and governance committees. The role partners with Audit, Legal, Risk, and regulators and requires expertise in equity products, trading environments, and regulatory reporting.

Provides second-line compliance oversight for Futures Commission Merchant activities, enhancing compliance programs, conducting risk assessments and monitoring, advising business leaders, challenging risk practices, escalating deficiencies, interpreting regulations, supporting regulatory examinations, preparing governance reports, overseeing futures trading and clearing risks, and developing compliance training.

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.