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Recently posted jobs
Fintech • Financial Services
Manages a brokerage support team within Wealth and Investment Management. Responsibilities include developing employees, allocating people and financial resources, engaging stakeholders, improving processes and risk controls, interpreting policies, resolving operational issues, supporting hiring, and ensuring compliance with FINRA licensing and regulatory requirements.
Fintech • Financial Services
Manages a Brokerage Support team within Wealth and Investment Management, overseeing staffing, financial resources, operations, stakeholder engagement, process improvement, risk controls, policies, issue resolution, talent development, and hiring. The role requires financial services operations experience, leadership experience, and FINRA supervisory licensing, with ongoing regulatory, compliance, background screening, and licensing obligations.
Fintech • Financial Services
Build customer relationships through branch interactions, scheduled conversations, and proactive outreach. Identify financial needs, recommend banking products and digital tools, support account openings and credit applications, process cash and teller transactions, and make referrals to specialists. The role requires accurate, compliant service, sound judgment, risk awareness, teamwork, and flexibility between customer banking and branch operations, including Saturday schedules.
Fintech • Financial Services
Build customer relationships and support everyday banking needs through branch interactions, account openings, service requests, credit applications, cash handling, and proactive outreach. Identify customer needs, recommend appropriate banking products and digital tools, make referrals, and collaborate with branch specialists. Maintain accurate, compliant service while following risk controls, operational standards, and Wells Fargo policies. The role requires Saturday availability, SAFE registration, and flexibility between teller and customer banking activities.
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, and comprehensive banking solutions. Owns a book of business, recommends deposit, credit, lending, investment, and insurance products, coordinates referrals across internal teams, promotes digital banking adoption, supports branch colleagues, and maintains strong risk, documentation, compliance, and regulatory controls. Requires customer relationship experience and FINRA, SAFE, and state insurance licensing.
Fintech • Financial Services
Leads a Wells Fargo branch team responsible for customer relationship growth, deposits, lending, credit cards, investments, service, and operational risk management. Recruits, coaches, and develops employees; drives sales performance and customer-focused behaviors; partners with wealth, business banking, and home lending teams; promotes digital banking; analyzes performance; and manages compliance, risk, and talent decisions. The role includes required readiness training, Saturday scheduling, and up to 50% travel during the first six months.
Fintech • Financial Services
Lead a Wells Fargo branch team responsible for customer acquisition, relationship growth, sales performance, coaching, talent development, and operational risk management. Drive checking, deposit, lending, credit card, and investment growth while partnering across business units. Identify customer needs, promote digital banking, analyze performance, resolve issues, and maintain compliance. Successful completion of the Branch Manager Readiness Program is required unless currently serving as a Wells Fargo Branch Manager.
Fintech • Financial Services
Recruit experienced financial advisors across the Northwest by developing candidate pipelines, advising leadership, sharing market intelligence, and creating recruitment strategies that support business growth. The role builds relationships with advisors and managers, resolves complex recruiting challenges, and provides strategic guidance on hiring. It requires extensive recruiting or business growth experience, financial industry licensing, strong presentation skills, and travel of up to 75%.
Fintech • Financial Services
Build and manage relationships with affluent consumer and business customers, acquire and deepen a book of business, and provide comprehensive guidance across deposits, lending, investments, credit, and banking products. Conduct discovery-based financial conversations, coordinate referrals with internal partners, promote digital banking, support branch colleagues, and maintain strong risk, documentation, regulatory, and compliance standards. The role requires licensing, SAFE registration, Saturday availability, and proactive customer outreach.
Fintech • Financial Services
Build customer relationships and support everyday banking needs through account openings, service requests, credit applications, cash handling, and proactive outreach. Identify customer needs, recommend appropriate banking products and digital tools, make referrals, and support branch growth while maintaining compliance and sound risk judgment. Collaborate with branch teammates and flex between teller and customer banking activities, including Saturday schedules.
Fintech • Financial Services
Solicits and originates residential mortgage loans by building referral relationships, evaluating customer financial and credit information, recommending suitable loan products, quoting rates, managing applications, and ensuring compliant, timely customer service. The role requires SAFE registration, adherence to mortgage lending regulations, ongoing compliance screening, reliable transportation, and flexible scheduling.
Fintech • Financial Services
Solicits and originates residential and jumbo mortgages for affluent borrowers. Builds referral relationships with realtors, builders, financial professionals, bank branches, and past customers; evaluates financial and credit information; recommends suitable loan products; quotes rates and points; manages applications and lock-ins; ensures regulatory compliance, proactive communication, and customer satisfaction. Requires SAFE registration, mortgage licensing compliance, training completion, reliable transportation, and schedule flexibility.
Fintech • Financial Services
Solicit and originate residential jumbo mortgages for affluent borrowers. Build referral relationships with realtors, builders, financial professionals, bank branches, and other sources. Assess applications, financial and credit data, appraisals, title reports, and customer needs to recommend suitable loan products. Quote rates and points, manage registration and lock-in follow-up, communicate underwriting requirements, and ensure compliant, timely customer service while meeting SAFE and loan-originator regulatory requirements.
