Teams at Wells Fargo

Build and manage consumer and business banking relationships through proactive outreach, discovery conversations, and tailored deposit, lending, credit, and investment solutions. Resolve account inquiries, promote digital banking adoption, coordinate referrals across banking teams, and maintain strong documentation, compliance, and risk controls. The role requires customer relationship experience and obtaining FINRA, insurance, and SAFE-related licenses.

Originates, structures, and sells complex open account and secured financing solutions, including supplier finance, factoring, asset-based lending, key account purchase, and accounts receivable securitization. Partners with commercial banking relationship managers, evaluates client businesses and financial positions, leads complex deal teams, coordinates internal approvals, advises leadership on market needs, and mentors less experienced professionals.

Build customer relationships, assess banking needs, recommend products and services, support account openings and credit applications, process cash transactions, and provide compliant branch service. The role includes proactive outreach, digital banking support, referrals to specialists, risk escalation, and collaboration with branch teammates. Saturday availability and SAFE registration are required.