Teams at Wells Fargo

Supports financial advisors and clients with brokerage account servicing, requests, appointments, forms, account research, order tickets, referrals, marketing campaigns, regulatory records, and issue resolution. Serves as a subject matter expert for complex client matters, provides branch systems support, and trains entry-level Client Associates while maintaining compliance with FINRA and firm requirements.

Provides banking support across multiple Seattle-area branches, including account openings, service requests, credit applications, cash handling, and teller activities. Builds customer relationships, identifies financial needs, recommends banking products, makes referrals, supports digital adoption, and maintains compliance with risk and operational standards. The role requires flexibility across branch locations, Saturday availability, and travel throughout the assigned geography.

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.