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Solicits and originates residential jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers. Analyzes financial and credit information, recommends suitable mortgage products, quotes rates and points, manages applications and lock-ins, and maintains proactive customer communication. Ensures compliance with SAFE, Loan Originator, underwriting, and Wells Fargo policies while developing market visibility and mortgage production.

Grow and manage an affluent customer book through proactive outreach, discovery-driven advice, and multi-product solutions across deposits, lending, investments, and business banking. Serve as primary relationship lead, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, ensure accurate documentation and regulatory compliance, and complete required FINRA/insurance licensing. Role includes branch service duties and weekend schedule (most Saturdays).

Lead and develop a branch team to drive growth in deposits, lending, credit cards, and investments through coaching, performance management, and disciplined execution while managing operational risk, partnering with internal sales teams, promoting digital solutions, and completing the Branch Manager Readiness Program to transition into a Branch Manager role.

Provides banking support across multiple branches, builds customer relationships, identifies financial needs, promotes relevant products and services, supports account openings and credit applications, handles cash and teller transactions, uses digital banking tools, and ensures compliant service. The role requires flexibility across locations, collaboration with branch teams, proactive customer outreach, sound judgment, and adherence to banking risk controls and regulations.

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, relationship development, cash handling, digital banking assistance, compliance, risk awareness, and collaboration with branch specialists. Saturday availability and SAFE registration are required.

Leads enterprise software engineering initiatives supporting financial forecasting, planning, and reporting. Designs, codes, tests, documents, and supports Oracle Essbase 21c solutions and associated infrastructure. Develops ETL solutions using Python, PySpark, and object storage; manages platform capacity, availability, performance, security, middleware, and production issue resolution. Establishes engineering standards, mentors teams, resolves complex technical issues, and supports modernization toward cloud-based data engineering and analytics platforms.

Build and manage consumer and business customer relationships through consultative banking conversations, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Resolve account inquiries, document activities, follow risk and compliance procedures, and collaborate with Wealth, Home Lending, and Business Banking partners. The role requires obtaining and maintaining FINRA, insurance, and SAFE-related licenses.

Solicits and originates residential mortgage loans by building referral relationships with realtors, builders, financial professionals, bank branches, and past customers. Guides applicants through mortgage products, rates, applications, credit and financial analysis, underwriting requirements, and closing-related processes. Maintains customer communication, compliance, loan quality, and regulatory standards while developing market visibility and referrals. Requires SAFE registration and compliance with mortgage loan originator qualification requirements.

Frontline role building customer relationships in-branch and via outreach, supporting account openings, service requests, credit applications, cash handling, and referrals to meet customer and business goals while maintaining compliance.

Manages and grows a portfolio of small-business banking clients, owns client onboarding and relationship development, recommends business accounts, credit, treasury, and digital services, and prospects for new customers. Provides financial consultations, referrals, and tailored recommendations while following lending, compliance, risk, and regulatory policies. Partners with relationship managers and lending officers on complex client needs and must complete Loan Originator registration requirements.