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Leads a Wells Fargo branch team, driving customer acquisition, relationship growth, sales performance, coaching, talent development, and operational excellence. The manager identifies customer financial needs, promotes banking solutions, partners with internal business lines, improves digital adoption, analyzes performance, and manages risk and compliance. Successful completion of the Branch Manager Readiness Program is required unless already serving as a Wells Fargo branch manager.

Supports financial advisors by servicing clients, establishing and maintaining accounts, preparing forms, researching inquiries, coordinating appointments and referrals, maintaining regulatory records, and executing administrative and marketing activities. Handles complex client issues, provides branch systems support, and trains entry-level client associates. Requires brokerage or client services experience and active FINRA licensing, including Series 7 and 63 examinations.

Build customer relationships in a Wells Fargo branch by understanding financial needs, recommending banking products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role combines customer service, cash handling, proactive outreach, digital banking assistance, compliance, and branch growth activities. Saturday availability and SAFE registration are required.

Supports the Oil and Gas corporate banking loan portfolio through credit underwriting, financial modeling, portfolio monitoring, risk rating assessments, borrowing base reviews, loan closings, compliance, and transaction execution. Manages borrower and lender communications, coordinates loan operations, reviews analyst work, trains junior staff, and provides portfolio reporting and market intelligence to senior management.

Supports branch operations by processing and approving teller transactions, resolving customer and employee concerns, minimizing operational risk, introducing customers to banking solutions, and assisting the branch manager with scheduling and daily tasks. Provides customer service, identifies financial needs, monitors potential fraud, follows compliance policies, and helps motivate the branch team.

Build and manage relationships with affluent consumer and business customers, acquire and deepen a book of business, and provide tailored guidance across deposits, lending, investments, and banking products. Conduct discovery conversations, make referrals, coordinate with Wealth, Home Lending, and Business Banking partners, promote digital adoption, support branch colleagues, and maintain strong risk, documentation, licensing, and compliance standards.

Manage and grow a portfolio of small-business banking clients, typically generating $500K–$2M annually. Build client relationships, assess financial needs, recommend banking, credit, treasury, and digital solutions, and acquire new customers through prospecting and referrals. Partner with relationship managers and lending officers on complex accounts while following underwriting, regulatory, risk, and compliance requirements. The role requires LO registration and frequent customer interaction in a branch environment.

Manage and grow a portfolio of small-business clients, providing tailored banking, credit, treasury, and digital solutions. Build relationships through prospecting, networking, referrals, and ongoing client support. Analyze business needs, recommend compliant financial products, collaborate with relationship managers and lending officers on complex structures, and maintain strong risk and regulatory controls. The role requires Loan Originator registration and customer contact in a branch environment.

Supports financial advisors and clients with complex brokerage administration, account opening, paperwork, service requests, payments, deliveries, quotes, and account information. Resolves operational issues, improves processes, researches investment performance data, and provides subject matter expertise to less experienced staff. Requires brokerage support experience, FINRA Series 7 and 63 qualifications, ongoing licensing compliance, and strong customer service and organizational skills.

Supports branch operations by processing and approving teller transactions, assisting customers with banking products and digital solutions, managing operational tasks and scheduling, resolving teller-line issues, escalating concerns, identifying fraud risks, and supporting branch staff in meeting business objectives and compliance requirements.