Teams at Wells Fargo

Grows and manages relationships with affluent consumer and business customers. Acquires and deepens a book of business through discovery-driven conversations, proactive outreach, referrals, and tailored guidance across deposits, lending, investments, credit, and banking services. Partners with Wealth, Home Lending, and Business Banking teams, promotes digital adoption, supports branch colleagues, and maintains strong risk, documentation, compliance, and customer service standards. Requires financial licensing and SAFE registration.

Build and manage relationships with affluent consumer and business customers, providing comprehensive guidance across deposits, lending, investments, credit, and banking services. Acquire and deepen relationships through outreach, discovery conversations, referrals, and appointments. Coordinate with Wealth, Home Lending, and Business Banking partners, promote digital adoption, support branch colleagues, and maintain strong risk, documentation, compliance, and licensing standards.

Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and tailored solutions across deposits, lending, investments, and banking services. Maintains a book of business, coordinates referrals with Wealth, Home Lending, and Business Banking teams, promotes digital adoption, supports branch colleagues, and ensures accurate documentation, regulatory compliance, and risk management.