Teams at Wells Fargo

Build and manage relationships with affluent consumer and business banking customers. Acquire new clients, deepen existing relationships, assess financial goals, recommend deposit, lending, investment, and credit solutions, and manage a defined book of business. Partner with Wealth, Home Lending, and Business Banking teams, promote digital banking adoption, support branch colleagues, and maintain strong documentation, regulatory compliance, and risk controls.

Build customer relationships through branch interactions and proactive outreach, identify financial needs, recommend banking products and digital tools, open accounts, process service requests and credit applications, handle cash and teller activities, make referrals, and maintain compliance with risk and operational standards. The role requires Saturday availability, SAFE registration, accurate judgment, and collaboration with branch teammates.

Build customer relationships and support everyday banking needs through account openings, service requests, credit applications, cash handling, and proactive outreach. Identify customer goals, recommend appropriate banking products and digital tools, make referrals, and support branch growth. The role requires accurate, compliant service, sound risk judgment, collaboration with branch teammates, Saturday availability, and SAFE registration.