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The role involves managing relationships with affluent customers, acquiring new clients, and providing comprehensive financial services through strategic outreach and collaboration with internal teams. Ensuring customer satisfaction and risk compliance is key.

Serve as primary branch contact for everyday banking, proactively acquire and grow consumer and business relationships, conduct discovery conversations, recommend deposit/credit/investment solutions, support digital adoption, resolve service requests within limits, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance with licensing and risk policies.

Acquire, deepen, and manage relationships with affluent customers by delivering multi-product banking, credit, and investment solutions. Own a book of business, conduct discovery-driven planning, coordinate with Wealth/Home Lending/Business Banking, support branch service needs, champion digital adoption, and maintain regulatory and documentation standards. Role requires obtaining FINRA and state insurance licenses and SAFE registration.

Solicit and originate residential jumbo mortgages for affluent clients, build referral relationships, analyze credit and financial data, advise customers on mortgage products and underwriting requirements, ensure compliance with SAFE and Regulation Z, and maintain high customer service and market visibility.

Provide frontline banking service: build relationships, open and service accounts, process transactions and credit applications, perform cash handling, and refer customers to specialists while following compliance and using digital tools to support customer financial needs.

Wells Fargo seeks a Senior Branch Premier Banker to manage relationships with affluent clients, provide tailored financial advice, and drive growth in banking products. Key responsibilities include acquiring new customers, collaborating with internal teams, and ensuring a positive customer experience through proactive engagement and strong relationship skills.

Solicit and originate residential mortgage loans, maintain compliance with SAFE and Regulation Z requirements, build referral relationships with realtors and partners, analyze moderately complex credit and financial data, communicate loan options to customers, and pursue training to stay current on mortgage products and underwriting.

Coach and manage a small team of Private Mortgage Bankers to drive residential mortgage sales, ensure compliance with SAFE/Regulation Z, develop referral relationships, manage pipelines and resources, resolve supervisory issues, and support hiring, training, and process improvements.

Solicit and originate residential mortgage loans, produce compliant high-quality loans, build referral relationships with realtors and partners, analyze credit and financial data, quote rates and lock registrations, and ensure adherence to S.A.F.E. and Loan Originator regulatory requirements while delivering strong customer service.

Lead design, develop, test, debug, and document Java-based microservices used by consumer credit card applications. Drive engineering standards and best practices, resolve complex technical issues, and lead cross-team initiatives. Collaborate with senior technical experts to deliver large-scale solutions.