Mortgage Loan Originator U.S. BankMortgage Loan OriginatorConnecticutIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. - Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors, as gained through on the job training or some real estate brokerage experience.
Mortgage Loan Originator - CT Washington Trust Bancorp IncMortgage Loan Originator - CTCTfind description in this url httpsjobs.dayforcehcm.comen-USwashingtontrustCANDIDATEPORTALjobs5486.
Loan Originator Become a part of our amazing teamLoan OriginatorHartford, ConnecticutThe ideal candidate will have a proven track record of funding $3 million or more in monthly origination volume in areas such as fix-and-flip, ground-up construction, single-family rental, and short-term bridge financing. This role is ideal for individuals with a strong background in exceeding sales targets, building strategic relationships, and driving revenue growth within the investment real estate sector.
Reverse Mortgage Originator Development Program Mutual of Omaha MortgageReverse Mortgage Originator Development ProgramNew Haven, ConnecticutState/local minimum wage base hourly non-recoverable draw plus commission for the first 12 months while we help you grow your business. You can expect the following: Our leading-edge compensation package sees our Loan Officers on average, earning $150,000 annually with the potential for more.
Mortgage Originator Manufacturers and Traders TrustMortgage OriginatorBridgeport, ConnecticutPrimarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer’s financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act. Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data.
Remote Mortgage Loan Officer (Connecticut) Zillow IncRemote Mortgage Loan Officer (Connecticut)CTRemote$12–$25 / hourThese include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Zillow was named one of FORTUNE 100 Best Companies to Work For® in 2025, and included on the PEOPLE Companies That Care® 2025 list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.
NewMortgage Loan Officer- Westport CT TD BankMortgage Loan Officer- Westport CTWestport, ConnecticutThis position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Mortgage Loan Officer- US East Coast The Toronto-Dominion BankMortgage Loan Officer- US East CoastCT$11.54–$17.95 / hourOCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Mortgage Loan Officer- Westport CT The Toronto-Dominion BankMortgage Loan Officer- Westport CTWestport, CTOCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Mortgage Loan Officer - 180 BPS - 104 Investors - Remote - W-2 or 1099 Tag Lending GroupMortgage Loan Officer - 180 BPS - 104 Investors - Remote - W-2 or 1099Simsbury, ConnecticutRemoteWe're a Non-Delegated Correspondent Wholesale Mortgage Lender with access to 104+ investors , AI-powered technology, dedicated operations, and a proprietary mortgage platform designed to help you grow your business faster. From lead nurturing to borrower updates, our automated workflows keep clients engaged and files moving, allowing MLOs to focus on production, not follow-ups.
Mortgage Originator M&T Bank CorpMortgage OriginatorBridgeport, CTOverview: Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer's financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act. Primary Responsibilities: Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data.
Home Lending Loan Underwriter NBT Bancorp IncHome Lending Loan UnderwriterCT$27.18–$36.25 / hourSkills and Abilities: • Strong personal and/or real estate lending background, including various Investor and Insurer guidelines • Strong organizational skills • Strong analytical and problem-solving skills • Excellent communication skills (written and oral) • Excellent customer service skills • Strong computer proficiency - i.e. Microsoft Word, Excel and the Internet • Proficient understanding of Loan Origination and Automated Underwriting Systems • Proficient in analyzing self-employed borrowers • Strong mathematical skills. At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community - because your success drives our success.
Mortgage Loan Officer - Fairfield County KeyCorpMortgage Loan Officer - Fairfield CountyFairfield, CTThe Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Home Lending Sales Manager (New England Region) NBT Bancorp IncHome Lending Sales Manager (New England Region)West Hartford, CTTasks Performed: 50% Train, develop and mentor assigned Mortgage Loan Originators, relative to review of loan pre-qualification, pre-approval, and application packages, weekly pipeline of loans, monthly closings and business development activities. Coordinate and manage business development and networking efforts with internal and external customers including business development calls to Realtors, Home Builders and other referral sources as well as participation in trade shows, educational events andor promotional events.
Premier Banker- Southington- Main Street The Toronto-Dominion BankPremier Banker- Southington- Main StreetSouthington, CT$25.75–$38.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Premier Banker- Berlin CT The Toronto-Dominion BankPremier Banker- Berlin CTCT$25.75–$38.50 / hourProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Premier Banker- Southington- Main Street TD BankPremier Banker- Southington- Main StreetSouthington, ConnecticutProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Assistant Store Manager - Norwalk The Toronto-Dominion BankAssistant Store Manager - NorwalkNorwalk, CT$32–$47.75 / hourConnects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization. OCC Language: This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
Wealth Relationship Manager - SAFE ACT - New Canaan Citigroup IncWealth Relationship Manager - SAFE ACT - New CanaanNew Canaan, CT$88,400–$132,600 / yearAppropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information.
Relationship Banker - Bridgeport North End - Bridgeport, CT JPMorgan Chase Bank, N.A.Relationship Banker - Bridgeport North End - Bridgeport, CTBridgeport, CTFull timeYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Relationship Banker - South Wilton - Wilton, CT JPMorgan Chase Bank, N.A.Relationship Banker - South Wilton - Wilton, CTWilton, CTFull timeYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Relationship Banker - Clinton Killington Branch - Clinton, CT (New Build) JPMorgan Chase Bank, N.A.Relationship Banker - Clinton Killington Branch - Clinton, CT (New Build)Madison, CTFull timeYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Private Client Banker - Clinton Killingworth Branch - Clinton, CT - (New Build) JPMorgan Chase Bank, N.A.Private Client Banker - Clinton Killingworth Branch - Clinton, CT - (New Build)Madison, CTFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Branch Manager - Clinton Killingworth (New Build branch) - Clinton, CT JPMorgan Chase Bank, N.A.Branch Manager - Clinton Killingworth (New Build branch) - Clinton, CTMadison, CTFull timeYou will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
Senior Home Lending Advisor - Hartford, CT JPMorgan Chase & CoSenior Home Lending Advisor - Hartford, CTHartford, CTJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - Danbury, CT JPMorgan Chase & CoSenior Home Lending Advisor - Danbury, CTDanbury, CTJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Roving Personal Banker New Haven Shoreline District Wells Fargo & CoRoving Personal Banker New Haven Shoreline DistrictFairfield, CT$21–$31 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
Personal Banker New Haven Shoreline South Wells Fargo & CoPersonal Banker New Haven Shoreline SouthFairfield, CT$21–$31 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
Personal Banker New Haven Shoreline North Wells Fargo & CoPersonal Banker New Haven Shoreline NorthHAMDEN, CT$21–$31 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially.
Private Client Banker - Derby Lane Branch (New Build) - Derby, CT JPMorgan Chase & CoPrivate Client Banker - Derby Lane Branch (New Build) - Derby, CTDerby, CTBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Westport Main St - Westport, CT JPMorgan Chase & CoPrivate Client Banker - Westport Main St - Westport, CTWestport, CTBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
NewPrivate Client Banker - Fairfield Center - Fairfield, CT JPMorgan Chase & CoPrivate Client Banker - Fairfield Center - Fairfield, CTFairfield, CTBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Private Client Banker - Glastonbury, CT JPMorgan Chase & CoPrivate Client Banker - Glastonbury, CTGlastonbury, CTBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Relationship Banker - Derby Lane Branch (New Build) - Derby, CT JPMorgan Chase & CoRelationship Banker - Derby Lane Branch (New Build) - Derby, CTDerby, CTYou will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
Branch Manager - North Branford Branch (New Build) - North Branford, CT JPMorgan Chase & CoBranch Manager - North Branford Branch (New Build) - North Branford, CTCTYou will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
Branch Manager - Derby Lane Branch (New Build) - Derby, CT JPMorgan Chase & CoBranch Manager - Derby Lane Branch (New Build) - Derby, CTMadison, CTYou will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
Branch Manager - Connecticut Greater Hartford, CT JPMorgan Chase & CoBranch Manager - Connecticut Greater Hartford, CTHartford, CTYou will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles.
NewPersonal Banker Greater Danbury District Wells Fargo & CoPersonal Banker Greater Danbury DistrictCT$23–$31 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Personal Banker Cheshire Wells Fargo & CoPersonal Banker CheshireCheshire, CT$21–$30 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Personal Banker Waterbury Plaza Wells Fargo & CoPersonal Banker Waterbury PlazaWaterbury, CT$21–$30 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Bilingual Personal Banker Hartford Wells Fargo & CoBilingual Personal Banker HartfordHARTFORD, CT$21–$30 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Relationship Banker Danbury Commerce Park Wells Fargo & CoRelationship Banker Danbury Commerce ParkDanbury, CT$27–$41 / hourThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments.
Senior Branch Premier Banker New Haven Shoreline District Wells Fargo BankSenior Branch Premier Banker New Haven Shoreline DistrictMadison, ConnecticutThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement, and proactive outreach.