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The Senior Trust Officer administers Special Needs Trusts, collaborating with various professionals to manage trusts and ensure compliance with regulations while providing personalized support to clients and their families.

Manage and grow a portfolio of low- to moderately complex small business clients by providing tailored financial solutions (accounts, credit, treasury services, digital tools). Prospect and network to acquire new clients, collaborate with internal partners for complex needs, ensure compliance, and complete LO registration and regulatory requirements.

Solicit and produce residential mortgages, build referral relationships, analyze low-to-moderately complex credit and financial data, quote rates and lock registrations, ensure compliance with S.A.F.E. and Regulation Z, provide high-quality customer service, and maintain market visibility for Wells Fargo Home Mortgage.

Frontline bank role building customer relationships, supporting everyday banking needs, opening accounts, handling teller transactions, processing service and credit requests, promoting products, using digital tools, and working with branch teammates to ensure compliant, seamless customer experiences and referrals to specialists.

Solicit and originate residential mortgage loans, build referral relationships with realtors/builders/financial professionals, evaluate low-to-moderately complex borrower credit and financial data, quote rates and lock registrations, ensure compliance with S.A.F.E. and Regulation Z requirements, and deliver high-quality customer service throughout the loan process.

Originates and solicits residential mortgage loans for affluent borrowers, builds referral relationships, analyzes applicantsfinancial and credit data, quotes rates, matches customers to loan products, ensures compliance with SAFE and Regulation Z requirements, and maintains high customer service and regulatory standards throughout the loan process.

Solicit and originate residential mortgage loans, build referral relationships with realtors and builders, evaluate low-to-moderately complex credit and financial data, quote rates and lock registrations, ensure compliance with SAFE and Regulation Z requirements, and provide timely customer communication and service throughout the mortgage process.

As a Private Mortgage Banker, you'll solicit residential mortgages, build relationships with affluent clients, and ensure compliance with lending regulations.

Provide operational support for fiduciary professionals administering complex trust and estate relationships. Execute client requests, manage accounts, maintain trust systems and procedures, identify fiduciary risk, and support process improvement and internal partner communication.

As a Mortgage Retail Sales Consultant, you will solicit residential mortgages, analyze client needs, negotiate loans, and ensure compliance while providing excellent customer service.