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Provide frontline banking service by building customer relationships, supporting account openings, service requests, credit applications, and teller/cash handling. Identify customer needs, promote relevant products and referrals, use digital tools to enhance service, maintain compliance within risk controls, and collaborate with branch teammates for seamless customer handoffs.

Originates mortgage loans within assigned bank branches, advises customers on Wells Fargo Home Mortgage products, processes low-to-moderately complex loan applications, ensures compliance with underwriting and regulatory requirements (SAFE, Regulation Z), collaborates with branch and fulfillment partners, and maintains high client satisfaction through proactive communication and market visibility.

Solicit and produce compliant residential mortgage loans, develop local referral relationships, advise customers on loan products and underwriting, analyze low-to-moderately complex credit/financial data, and maintain high customer service and regulatory compliance (SAFE/NMLS, Regulation Z).

Manage and grow relationships with affluent customers, provide multi-product financial advice across deposits, lending, investments and business banking, acquire new clients, coordinate with Wealth/Home Lending/Business partners, champion digital adoption, ensure compliant documentation and risk controls, and maintain required FINRA/insurance licenses.

Manage and grow relationships with affluent consumers and small business clients through proactive outreach, discovery-driven advice, and multi-product solutions. Own a book of business, coordinate with Wealth, Home Lending, and Business Banking partners, drive deposits/lending/investments growth, promote digital adoption, ensure accurate documentation and compliance, and support branch team performance.

Manage and grow a portfolio of small business clients by owning client onboarding and relationship growth, offering business banking products (accounts, credit, treasury, digital tools), prospecting and networking, collaborating with internal partners for complex cases, and ensuring compliance with loan originator and bank policies.

Frontline branch role building customer relationships, supporting account openings, cash handling/teller transactions, processing service and credit requests, promoting banking products, and coordinating referrals while maintaining compliance and risk controls.

Solicit and originate residential mortgage loans, build referral relationships with realtors and partners, evaluate and recommend loan products, ensure compliance with SAFE and Regulation Z requirements, manage customer communication and loan documentation, and meet sales and quality standards.

Originates mortgage loans from assigned bank branches, conducts outbound prospecting, advises customers on mortgage products, processes loan applications within guidelines, collaborates with branch and fulfillment partners, maintains customer service standards, pursues training, and complies with SAFE and regulatory requirements.

Serve customers in branch by opening accounts, handling transactions, supporting credit applications, and building relationships through proactive outreach. Promote products and refer to licensed specialists, perform teller/cash activities, follow compliance and risk controls, and collaborate with teammates to deliver consistent customer service.