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Manage and grow relationships with affluent consumer and business customers through proactive outreach, discovery-based financial conversations, and tailored banking, credit, investment, lending, and deposit strategies. Own a book of business, acquire and deepen relationships, coordinate referrals with Wealth, Home Lending, and Business Banking, promote digital banking adoption, support branch colleagues, and maintain strong risk, compliance, and documentation standards.

Lead a branch sales team to acquire, deepen, and retain customer relationships across checking, deposits, lending, cards, and investments. Coach and develop staff, manage performance, partner with internal sales units, drive digital adoption, and balance growth with operational risk and compliance. Complete the Branch Manager Readiness Program and ensure strong customer service, reporting-driven performance improvement, and loss-prevention practices.

Manages and grows a portfolio of small business clients, providing tailored banking, credit, treasury, and digital solutions. Builds trusted client relationships, acquires new customers through prospecting and referrals, analyzes business needs, and ensures regulatory compliance. Partners with relationship managers and lending officers on complex structures while delivering a client-centric branch experience. Requires bilingual Spanish proficiency and loan originator registration.

Lead a Wells Fargo branch team by driving customer acquisition, relationship growth, deposits, lending, credit card, and investment results. Hire, coach, and develop employees; establish performance expectations; manage sales and operational risk; identify customer needs; coordinate with internal banking partners; promote digital banking; analyze performance; and execute improvement plans. Successful completion of the Branch Manager Readiness Program is required unless currently serving as a Wells Fargo Branch Manager.

Leads daily commercial banking operations processing, including escalated transaction and cash issues, remittance exceptions, research, and payment discrepancies. Provides work leadership, training, mentoring, and technical guidance to team members; supports process improvements and implementation of revised procedures. Collaborates across departments, interprets policies and compliance requirements, investigates complex issues, and maintains accuracy while handling confidential financial information.

Lead a branch sales team to acquire, deepen, and retain customer relationships across deposit, lending, cards, and investments. Coach and develop staff, drive sales and operational excellence, partner with internal sales units, manage risk and compliance, and use reporting to improve performance. Complete Branch Manager Readiness Program before placement.

Build customer relationships in a bank branch by identifying financial needs, opening accounts, processing transactions, supporting credit applications, promoting banking products, making referrals, and providing compliant service. The role combines customer engagement, cash handling, digital tool adoption, outreach, risk awareness, and collaboration with licensed bankers. Saturday availability and SAFE registration are required.

Originates and sells residential mortgage loans by soliciting referrals, analyzing applicants financial and credit data, matching clients to loan products, and ensuring compliance with SAFE/NMLS and Regulation Z requirements. Builds realtor and partner relationships, manages loan application and lock-in processes, reviews appraisals and title reports, and delivers high-quality customer service while following Wells Fargo policies and underwriting rules.

Originate and manage residential jumbo mortgage loans for affluent clients. Build referral relationships, analyze borrower credit and financial data, guide customers through mortgage products, ensure compliance with SAFE and Regulation Z requirements, and maintain high customer service and market visibility.

Build and maintain customer relationships, assess banking needs, recommend products and services, support account openings, service requests, credit applications, cash handling, and teller activities. Conduct proactive outreach, use digital banking tools, follow compliance and risk controls, and coordinate referrals to licensed bankers and specialists. The role requires Saturday availability and SAFE registration after employment begins.