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Fintech • Financial Services
Build customer relationships in a Wells Fargo branch by supporting account openings, service requests, credit applications, cash transactions, and digital banking adoption. Identify customer needs, recommend appropriate financial products, make referrals, conduct proactive outreach, and provide compliant service. The role requires Spanish and English proficiency, Saturday availability, a language assessment, SAFE registration, and adherence to banking, credit, regulatory, and risk-management requirements.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and multi-product banking solutions. Responsibilities include building a book of business, recommending deposits, lending, investments, and credit products, coordinating referrals across internal teams, promoting digital banking, supporting branch colleagues, and maintaining strong risk, compliance, and documentation standards. The role requires active or timely completion of FINRA and state insurance licensing, SAFE registration, and most-Saturday availability.
Fintech • Financial Services
Build and manage consumer and business customer relationships in a branch setting. Conduct discovery conversations, recommend tailored deposit, lending, credit, and investment solutions, acquire and retain customers, coordinate referrals across banking teams, promote digital banking, resolve service requests, and maintain accurate documentation and regulatory compliance. The role requires obtaining and maintaining FINRA, insurance, and SAFE-related licenses.
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers, acquire new clients, and provide tailored guidance across deposits, lending, investments, credit, and banking products. Conduct discovery conversations, manage a book of business, coordinate referrals with Wealth, Home Lending, and Business Banking, promote digital banking adoption, support branch colleagues, and maintain strong documentation, compliance, and risk controls.
Fintech • Financial Services
Manage and grow relationships with affluent consumer and business customers. Acquire new clients, deepen existing relationships, and provide tailored guidance across deposits, lending, investments, home lending, and business banking. Conduct discovery conversations, manage a book of business, make referrals, support digital adoption, coach branch colleagues, and ensure accurate documentation and regulatory compliance. The role requires active or timely completion of FINRA and insurance licenses, SAFE registration, and enhanced financial and background screening.
An Hour AgoSaved
Fintech • Financial Services
Manages a multifamily affordable-housing commercial real estate loan portfolio, underwriting new opportunities, reviewing modifications, analyzing properties and sponsors, and recommending credit decisions. Presents transactions to credit committees, collaborates with bankers and counsel, oversees loan closings and construction draws, conducts portfolio reviews and site visits, maintains market expertise, develops client relationships, and supervises analysts.
Fintech • Financial Services
Build customer relationships in a bank branch by identifying financial needs, recommending banking products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role combines customer service, sales outreach, cash handling, digital banking support, compliance, and risk awareness. Bilingual Spanish-English communication and Saturday availability are required.
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers, acquire and deepen a book of business, and provide integrated guidance across deposits, lending, investments, and banking products. Conduct discovery-based conversations, make referrals, support digital adoption, collaborate with Wealth, Home Lending, and Business Banking partners, coach branch colleagues, and maintain strong risk, documentation, licensing, and compliance standards.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and a defined book of business. Recommends integrated deposit, lending, investment, credit, and banking solutions; coordinates referrals with Wealth, Home Lending, and Business Banking; supports digital adoption; coaches branch colleagues; and maintains strong documentation, compliance, risk oversight, and customer service.
Fintech • Financial Services
Supports Financial Advisors by servicing client accounts, handling account inquiries, preparing forms, scheduling appointments, and facilitating client requests. Maintains regulatory records, tracks referrals, supports marketing campaigns, and coordinates paperwork with management. Provides direct client service while meeting FINRA, state licensing, compliance, background screening, and ongoing regulatory requirements.
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers, grow a defined book of business, and provide comprehensive guidance across deposits, investments, credit, home lending, and business banking. The role involves proactive outreach, discovery-based financial recommendations, referrals, digital adoption, risk oversight, documentation, and collaboration with Wealth, Home Lending, and Business Banking partners. Required licensing includes FINRA Series 6 and 63, SIE, applicable Series 65, state insurance licenses, and SAFE registration.
Fintech • Financial Services
Build customer relationships in a branch setting by identifying financial needs, recommending banking products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role combines customer service, proactive outreach, cash handling, digital banking guidance, compliance, risk awareness, and collaboration with branch specialists. Saturday availability and SAFE registration are required.
Fintech • Financial Services
Build customer relationships in a Wells Fargo branch by understanding financial needs, recommending banking products and digital tools, opening accounts, processing service requests and credit applications, handling cash transactions, making referrals, and maintaining regulatory compliance. The role combines customer service, relationship growth, outreach, digital guidance, and collaboration with branch specialists. Saturday availability and SAFE registration are required.
Fintech • Financial Services
Build customer relationships through in-branch service, proactive outreach, and needs-based conversations. Support account openings, service requests, credit applications, cash handling, teller activities, and compliant transaction processing. Identify customer needs, promote relevant banking products and digital tools, make referrals, and collaborate with branch teammates. The role requires bilingual Spanish/English communication, Saturday availability, language assessment completion, SAFE registration, and adherence to risk and compliance requirements.
Fintech • Financial Services
Manage and grow relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Own a book of business across deposits, lending, investments, and credit; coordinate referrals with Wealth, Home Lending, and Business Banking; promote digital banking; support branch colleagues; and maintain strong documentation, regulatory compliance, and risk controls.
Fintech • Financial Services
Build and maintain customer relationships in a branch setting by identifying financial needs, recommending banking products, supporting account openings and credit applications, processing cash transactions, and making referrals. The role requires compliant service, proactive outreach, digital tool adoption, risk awareness, and collaboration with branch teammates. Saturday availability, SAFE registration, background screening, and compliance with loan-originator requirements are expected.
Fintech • Financial Services
Build customer relationships, understand financial needs, recommend banking products and services, and support account openings, service requests, credit applications, cash handling, and teller activities. The role includes proactive outreach, digital banking guidance, regulatory compliance, risk escalation, and collaboration with branch specialists. Saturday availability is required, and SAFE registration will be initiated after employment begins.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business banking customers. Acquires new clients, conducts discovery-based financial conversations, recommends integrated deposit, lending, investment, and credit solutions, and manages a book of business. Partners with Wealth, Home Lending, and Business Banking teams, promotes digital banking, supports branch colleagues, and maintains strong documentation, risk controls, compliance, and customer service standards.
2 Days AgoSaved
Fintech • Financial Services
Manage a complex portfolio of LIHTC equity investments across construction, lease-up, and stabilization. Responsibilities include monitoring asset performance, conducting risk surveillance, analyzing financial statements and tax documentation, underwriting consent requests and loan conversions, evaluating capital and reserve requests, resolving troubled investments, and advising senior stakeholders. The role also includes mentoring talent, leading projects, and driving process improvements.
2 Days AgoSaved
Fintech • Financial Services
Manages a complex portfolio of LIHTC equity investments across construction, lease-up, and stabilization. Oversees performance monitoring, market assessments, inspections, risk governance, financial and tax analysis, consent requests, capital contributions, reserves, and troubled investment action plans. Serves as a senior stakeholder partner to general partners, credit teams, and executives while coaching talent, leading projects, and improving processes.
