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Serve customers in-branch by building relationships, supporting account openings, processing transactions and credit applications, handling cash/teller activities, promoting banking products, making referrals, and using digital tools while maintaining compliance and coordinating with branch teammates.

The Private Mortgage Banker will solicit residential mortgages, build client relationships, analyze financial data, and ensure compliance with mortgage regulations while providing excellent customer service.

Frontline banker who builds customer relationships, supports account openings, handles teller/cash transactions, processes service and credit requests, promotes banking products, and ensures compliant, high-quality service while coordinating referrals to specialists.

Provide exceptional branch customer service by opening accounts, handling transactions, proposing appropriate banking products and digital solutions, referring customers to specialists, and maintaining cash drawer integrity. Role requires SAFE mortgage/Loan Originator compliance and customer outreach to help customers succeed financially.

Handle inbound/outbound calls to advise customers on Wells Fargo mortgage products, analyze needs, recommend loan options, collaborate with fulfillment partners, ensure timely communication, and comply with SAFE and Loan Originator regulatory requirements.

The role involves providing excellent customer service, assisting with account openings, and connecting customers to appropriate banking products and services while adhering to compliance requirements.

Manage and grow a book of affluent customers through proactive outreach, discovery-driven advice, and cross-product solutions (deposits, lending, investments). Serve as primary contact for complex financial needs, coordinate with Wealth, Home Lending, and Business Banking, drive digital adoption, ensure accurate documentation and risk compliance, and support branch team performance. Achieve acquisition, retention, and balanced growth goals while completing required licensing and registrations.

Solicit and produce compliant residential mortgages, build referral relationships with realtors and financial professionals, assess borrower credit and financial data, quote rates and lock registrations, and provide ongoing customer service. Maintain visibility in the market, pursue company training, and comply with SAFE/MU4R registration and CFPB Loan Originator requirements.

Frontline branch role building customer relationships, supporting everyday banking needs (account openings, service requests, credit applications), performing teller cash handling, promoting products and referrals, using digital tools, and maintaining compliance and risk controls while collaborating with branch teammates.

Manage and grow a portfolio of small business clients by delivering financial solutions, onboarding, relationship deepening, and prospecting. Provide tailored recommendations across accounts, credit, treasury services and digital tools, collaborate with Relationship Managers and Lending Officers for complex needs, ensure compliance with policies and Loan Originator regulatory requirements, and refer dwelling-secured product interest to SAFE team members.