Similar Jobs at Wells Fargo
Fintech • Financial Services
Support Financial Advisors by handling client service, account setup and maintenance, appointment preparation, paperwork review, regulatory file keeping, referral coordination, and operational/admin tasks. Act as subject matter expert, provide systems support and training to junior associates, and proactively resolve complex client and business issues while ensuring compliance with FINRA and firm policies.
Top Skills:
ExcelMicrosoft WordOutlookPowerPoint
Fintech • Financial Services
Provide customer service and sales by opening accounts, handling service requests and credit applications, recommending bank products and digital solutions, building relationships, and referring complex needs. Role requires SAFE registration and adherence to Loan Originator (Regulation Z) and regulatory background/financial standards.
Fintech • Financial Services
Serve as the primary branch contact for consumer and business customers, build and grow relationships through discovery conversations and proactive outreach, recommend deposit, credit, and investment solutions, support account openings and service requests, drive digital adoption, collaborate with Wealth/Home Lending/Business Banking partners, and maintain compliance with licensing and risk policies.
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