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Acquire and deepen relationships with affluent consumer and small business customers; advise on banking, credit, mortgage, retirement, and investment solutions; collect and analyze customer financial information to create customized plans; ensure compliance with policies, risk controls, and licensing requirements; mentor colleagues and coordinate with Mortgage, Wealth, and Business Banking partners to meet client needs.

Serve customers in-branch by opening accounts, processing transactions, handling teller duties, and making product referrals. Build relationships through discovery conversations, promote banking solutions, support credit applications, and ensure compliant, accurate service while coordinating handoffs to specialists.

Originate and close residential jumbo mortgage loans for affluent clients by building referral relationships, advising on loan products, analyzing credit/financial data, ensuring compliance with SAFE/Regulation Z, and delivering high-quality customer service throughout the mortgage process.

Support branch teller operations and customer experience by processing transactions, resolving operational issues, connecting customers to digital solutions, assisting branch manager with scheduling and tasks, identifying fraud/risk, and ensuring compliance with bank policies while escalating issues as needed.

Solicit and originate residential mortgage loans, build referral relationships, analyze low-to-moderately complex credit/financial data, ensure compliance with SAFE and LO/Regulation Z requirements, and deliver high-quality customer service.

Solicit and originate residential mortgages, build referral relationships, analyze low-to-moderately complex credit/financial data, quote rates, complete loan registrations, ensure compliance with mortgage regulations (SAFE/LO/Reg Z), and deliver high-quality customer service throughout the loan process.

Support the Mortgage Retail Sales team with administrative, marketing, transactional, and customer-facing tasks. Build and maintain relationships with customers and prospects, interact on mortgage sales processes, and perform operational or sales support. Role requires SAFE/NMLS registration and compliance with Loan Originator (Regulation Z) requirements, as ongoing employment is contingent on regulatory screening and background checks.

As a Community Mortgage Bank Sales Consultant, you will provide exceptional customer service, assist with account requests, and offer relevant banking products while building relationships with customers and colleagues.

Serve as a frontline personal banker building customer relationships, opening accounts, processing transactions, handling teller activities, supporting credit applications, using digital tools, and referring customers to specialists while maintaining compliance and risk controls.

Manage and grow a portfolio of small business clients by owning the client journey, recommending Wells Fargo financial and digital solutions, prospecting and networking to acquire clients, coordinating with internal partners for complex needs, and ensuring compliance with lending and regulatory requirements including Loan Originator (LO) obligations.