Similar Jobs at Wells Fargo
Fintech • Financial Services
Acquire, deepen, and manage relationships with affluent customers; deliver multi-product banking and credit solutions; grow a defined book of business; coordinate with Wealth, Home Lending, and Business Banking; handle account openings and service requests; promote digital adoption; ensure accurate documentation, risk compliance, and meet licensing requirements (FINRA, State Insurance, SAFE).
Fintech • Financial Services
Acquire, deepen, and manage relationships with affluent customers through proactive outreach, appointments, and branch engagement. Deliver multi-product financial solutions across deposits, lending, investments and home lending. Manage a defined book-of-business, coordinate referrals with Wealth and Business Banking partners, promote digital adoption, ensure accurate documentation and regulatory compliance, and support branch team performance.
Fintech • Financial Services
Serve as primary branch contact for consumer and small business customers: open accounts, resolve service requests, and drive financial goal progress through discovery conversations, product recommendations, digital adoption, and referrals to Wealth, Home Lending, and Business Banking. Maintain compliant documentation, meet licensing requirements, and support portfolio growth and retention.
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