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Serve customers in-branch by opening accounts, handling transactions, and supporting credit applications. Build relationships through discovery conversations, recommend banking products and digital tools, perform teller and cash-handling duties, and refer to licensed specialists. Maintain compliance with risk controls, follow policies, and participate in outreach to drive branch growth.

Grow and manage relationships with affluent customers by delivering multi-product financial solutions across deposits, lending, investments, and business banking. Acquire new clients, conduct discovery-driven planning, coordinate with Wealth/Home Lending/Business partners, drive digital adoption, maintain accurate documentation, and ensure compliance with risk and licensing requirements while supporting branch service needs and coaching colleagues.

Lead a branch team to drive customer acquisition, deepen relationships across deposits, lending, cards and investments, coach and develop staff, manage performance and operational risk, partner with internal product teams, promote digital adoption, and complete the Branch Manager Readiness Program to transition into a permanent Branch Manager role.

Provide roving, front-line banking support across multiple branch locations: open accounts, handle teller transactions, build customer relationships, identify sales opportunities and referrals, use digital tools, and maintain compliance with risk controls.

Frontline branch role building customer relationships, supporting account openings, service requests, credit applications, and teller cash transactions. Promote banking products, make referrals, use digital tools, and maintain compliance with risk controls and LO/CFPB requirements. Requires SAFE registration and Saturday availability.

Lead and manage a global product management team for Floorplan and Channel Finance, define and prioritize roadmaps, conduct customer discovery, leverage technology and AI in product design and deployment, ensure risk/compliance governance, drive change management and business readiness, and collaborate across Technology, Business, and partner teams to deliver measurable business impact.

Serve as the primary branch contact to acquire, manage, and grow consumer and business customer relationships. Lead discovery conversations, recommend tailored deposit, credit, and investment solutions, open accounts, resolve service requests, drive digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain accurate documentation and regulatory compliance while completing required licensing.

Lead a Wells Fargo branch to drive growth in deposits, lending, cards, and investments by coaching and managing a sales-focused team, ensuring strong customer relationships, operational risk management, and partnering with internal lines to deliver coordinated financial solutions. Complete the Branch Manager Readiness Program if applicable.

Lead and develop a branch team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Drive sales performance through coaching, execution, and partnership with internal specialists while maintaining operational risk controls, regulatory compliance, and customer experience. Complete the Branch Manager Readiness Program to transition into a Branch Manager role.

Lead a branch sales team to acquire, deepen, and retain customer relationships across checking, deposits, lending, cards, and investments. Coach and develop staff, drive performance through disciplined execution and risk management, partner with internal business partners, promote digital solutions, and ensure operational and compliance standards are met.