NewSenior Business Banker Sunwest BankSenior Business BankerScottsdale, ArizonaSedentary: Limited activity, no lifting, limited walkingModerate: Mostly standing, walking, bending, frequent liftingLight: Office work, some lifting, bending, stooping or kneeling, walkingArduous: Heavy lifting, bending, crawling, climbing The Fine Print. Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter, and it is intended that Sunwest Bank, through the purposeful efforts of its employees and officers, are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures.
Relationship Banker Business Specialist The PNC Financial Services Group IncRelationship Banker Business SpecialistFlagstaff, AZProactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Relationship Banker Business Specialist PNCRelationship Banker Business SpecialistScottsdale, AZPreferred Skills** Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales **Competencies** Banking Products, Business Acumen, Customer Experience Management., + Proactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households.
Business Banker (LO) Gilbert, AZ Wells Fargo & CoBusiness Banker (LO) Gilbert, AZGilbert, AZ$25.48–$37.98 / 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: Manage and grow a portfolio of low to moderately complex business clients; typically, $500K to $2MM in annual sales, by owning the full client journey from onboarding to deepening relationships and acquiring new clients while delivering a branded, client-centric experience that drives growth and positions the bank as a trusted partner.
NewRelationship Banker Business Specialist PNC BankRelationship Banker Business SpecialistScottsdale, ArizonaProactive lead management and referral generation--Leverages experience and acquired knowledge of bank products and services and positions appropriately to grow share of wallet and attract new consumer and business households. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
Business Solutions Banker JPMorgan Chase & CoBusiness Solutions BankerTempe, AZli>Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients' funds and accounts protected. Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio.
Business Solutions Banker - Not For Profit JPMorgan Chase & CoBusiness Solutions Banker - Not For ProfitTempe, AZli>Understand the client's cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client; understand and recommend ways to keep clients' funds and accounts protected. Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio.
Business Solutions Banker JPMorgan Chase Bank, N.A.Business Solutions BankerTempe, AZFull timeUse knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio. Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client.
Small Business Connect Specialist (Phone Banker) Tempe AZ U.S. BancorpSmall Business Connect Specialist (Phone Banker) Tempe AZTempe, AZ$25.63–$34.18 / hourThe Specialist actively collaborates with branch partners, and internal business lines to generate referral opportunities and refers clients to Business Banking or other U.S. Bancorp partners as additional needs are identified. In 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.
Small Business Connect Specialist (Phone Banker) Tempe AZ U.S. BankSmall Business Connect Specialist (Phone Banker) Tempe AZTempe, ArizonaThe Specialist actively collaborates with branch partners, and internal business lines to generate referral opportunities and refers clients to Business Banking or other U.S. Bancorp partners as additional needs are identified. In 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.
National Sales Team Small Business Specialist (Banker) Tempe AZ U.S. BancorpNational Sales Team Small Business Specialist (Banker) Tempe AZTempe, AZ$22.50–$30 / hourIn 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. Demonstrates excellent customer service in accordance with the U.S. Bank Core Values and provides comprehensive financial solutions to small businesses with annual revenues less than $2.5 million.
Relationship Banker I - University Vantage West Credit UnionRelationship Banker I - UniversityTucson, AZ$19–$22.72 / hourProcesses a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Educate and support members on the usage of self-service and digital options such as the Vantage West mobile App, VantageWest.org, and ITMs to complete transactions and service needs.
Relationship Banker I - Broadway Vantage West Credit UnionRelationship Banker I - BroadwayTucson, AZ$19–$22.72 / hourProcesses a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Educate and support members on the usage of self-service and digital options such as the Vantage West mobile App, VantageWest.org, and ITMs to complete transactions and service needs.
Relationship Banker I - Tombstone Vantage West Credit UnionRelationship Banker I - TombstoneTombstone, AZ$19–$22.72 / hourProcesses a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Educate and support members on the usage of self-service and digital options such as the Vantage West mobile App, VantageWest.org, and ITMs to complete transactions and service needs.
Relationship Banker I - Marana Vantage West Credit UnionRelationship Banker I - MaranaMarana, AZ$19–$22.72 / hourProcesses a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Educate and support members on the usage of self-service and digital options such as the Vantage West mobile App, VantageWest.org, and ITMs to complete transactions and service needs.
Relationship Banker II - La Canada & Naranja Vantage West Credit UnionRelationship Banker II - La Canada & NaranjaTucson, AZ$19.21–$25.22 / hourProcesses a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Conduct meetings with members as their Financial Wellness Coach, responsible for helping members set meaningful financial goals, navigate personal financial challenges, and build sustainable habits that lead to long-term financial freedom.
Relationship Banker I - Rita Ranch Vantage West Credit UnionRelationship Banker I - Rita RanchTucson, AZ$19–$22.72 / hourProcesses a variety of transactions promptly, accurately and efficiently to include deposits, transfers, withdrawals, opening and/or performing maintenance on new accounts, IRAs, CDs, loans, etc. in accordance with credit union policies, procedures, and regulatory requirements. Educate and support members on the usage of self-service and digital options such as the Vantage West mobile App, VantageWest.org, and ITMs to complete transactions and service needs.
VP/SVP, Commercial Banker Alerus Financial Corp.VP/SVP, Commercial BankerPhoenix, AZABOUT THE ROLE: The VP, Commercial Banker is responsible for managing and growing a portfolio of business clients by delivering tailored financial solutions that support their operational and strategic goals. They focus on both deepening existing relationships and acquiring new clients, with an emphasis on proactive outreach, consultative selling, and cross-functional collaboration.
Mortgage Banker Morgan StanleyMortgage BankerTempe, AZ$110,000–$190,000 / yearJob Description/Position Responsibilities: Serve as the primary point of contact and Subject Matter Expert for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers using a variety of communication types, including verbal (preferred) and written, in order to: Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients (i.e., high loan amounts and complex income, asset, and vesting scenarios) and the appropriate/available products and pricing to meet the clients' needs. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries.
NewRelationship Banker I Banterra Corp.Relationship Banker IScottsdale, AZ$20.81–$23.93 / hourPart timeul>Deliver exceptional customer service by executing transactions, such as deposits, withdrawals, loan payments, and opening consumer accounts, with precision and a friendly demeanor. All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cybersecurity, and risk management best practices, as well as complying with all applicable laws, regulations, and organizational policies.
NewPersonal Banker II UMB Financial CorpPersonal Banker IIGilbert, AZ$21–$22 / hourIndividually creating and managing a successful loan pipeline with strong closing conversions by focusing time and efforts on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans and mortgage referrals. Creating sales opportunities and growing UMB's customer base by applying keen product knowledge to source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing.
NewPersonal Banker Dickinson Financial CorporationPersonal BankerGilbert, AZEthically conducts operational tasks related to protecting client and bank assets related to regulatory compliance, including properly documenting account opening, accounting for cash and negotiable instruments under dual control, accurately completing logs and other records to document proper procedures, obtaining and ensuring the accuracy of all regulatory and procedural documentation. + Promotes consumer/small business banking products and services to clients and prospects using direct sales techniques in and around the assigned banking center, that include handing out product brochures, engaging potential clients in conversations about banking needs, and speaking with knowledge and positivity about the bank's products and services.
NewPersonal Banker I UMB Financial CorpPersonal Banker IFountain Hills, AZ$20–$21 / hourHow you will spend your time: Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs. The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.
Personal Banker WaFd IncPersonal BankerYuma, AZWe seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities we serve. Experience: Prior banking experience, including familiarity with lending, previous work in retail, consumer service delivery, or client relation.
Personal Banker WaFd BankPersonal BankerGoodyear, Arizonap style="margin:0px">WaFd Bank Benefits Summary - Click here for more information. California Consumer Privacy Act 2026.
Relationship Banker Western Alliance BancorpRelationship BankerChandler, AZEntry level knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services. Responsible for supporting the Operations Manager in account opening and closing, including but not limited to CDARS, ICS, Credit Cards, Debit Cards, Checking and Money Market accounts.
Universal Banker IV Stearns Financial Services, Inc.Universal Banker IVScottsdale, AZ$33.65–$40.87 / hourAbility to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools, or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk, or hear. This role is responsible for processing a broad range of financial transactions, proactively identifying sales opportunities, and acquiring new consumer and business checking accounts through targeted outreach and relationship building.
Universal Banker Stearns Financial Services, Inc.Universal BankerScottsdale, AZli>Ability to sit for extended periods of time, twist, bend, sit, walk use hands to twist, handle or feel objects, tools, or controls, such as computer mouse, computer keyboard, calculator, stapler, telephone, staple puller, etc., reach with hands and arms, balance, stoop, kneel, talk, or hear. This role is responsible for processing a broad range of financial transactions, proactively identifying sales opportunities, and acquiring new consumer and business checking accounts through targeted outreach and relationship building.
NewRelationship Banker I Banterra CorpRelationship Banker IScottsdale, ArizonaDeliver exceptional customer service by executing transactions, such as deposits, withdrawals, loan payments, and opening consumer accounts, with precision and a friendly demeanor. All employees are expected to protect the information and assets of the organization through heightened awareness of information security, cybersecurity, and risk management best practices, as well as complying with all applicable laws, regulations, and organizational policies.
Personal Banker First Fidelity BankPersonal BankerPhoenix, AZAs needed, opens new accounts and assists with Teller transactions: Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and issuing cashier's checks. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services.
Personal Banker (Arizona) First Fidelity BankPersonal Banker (Arizona)Phoenix, AZAs needed, opens new accounts and assists with Teller transactions: Provides accurate cash handling and positive client relations while performing a variety of Teller service functions, including cashing checks; processing deposits and withdrawals on savings and checking accounts; processing loan transactions; preparing change orders; and selling gift cards, savings bonds, cashiers and travelers checks. The Personal Banker will support clients in achieving their financial goals by resolving client issues, engaging them to understand their financial needs, identifying thoughtful solutions, and providing extraordinary delivery of products and services.
Premier Client Banker - PNC Wealth Management The PNC Financial Services Group IncPremier Client Banker - PNC Wealth ManagementScottsdale, AZPNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
NewSr Commercial Banker Dickinson Financial CorporationSr Commercial BankerScottsdale, AZExcels at delegating to and working with other professionals--portfolio managers, credit, closing, document preparation, loan operations, legal, and loan review—to maintain a portfolio, efficiently and effectively close loans, provide excellent client service, and develop other associates within the commercial banking and credit areas. + Must be goal-oriented, self-disciplined, self-motivated, and client-focused with excellent interpersonal, verbal, and written communication skills, including a demonstrated ability to communicate complex data and structural components to a variety of people and work in a team-building environment.
NewSr. Banker (Schwab Wealth Advisory) The Charles Schwab CorpSr. Banker (Schwab Wealth Advisory)AZli>Maintain full awareness of status for all Schwab Wealth Advisory banking applications in pipeline and function as primary Schwab Bank liaison for all parties involved in bank account opening process, including service, credit, risk and third-party vendors. Take ownership of banking client experience from initial contact to loan funding or account establishment, working closely with partners and third-party providers to ensure a smooth process for Schwab Wealth Advisory clients.
Senior Personal Banker Glacier Bancorp IncSenior Personal BankerPhoenix, AZSpecific vision abilities required by this job include: The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation/inspection of machines and/or using measurement devices at distances close to the eyes. Open, maintain or originate consumer and business deposit, savings, health, time deposit accounts, IRAs, foreign/domestic wires, safe deposit boxes, and e-banking products in an efficient manner.
Virtual Solutions Relationship Banker Vantage West Credit UnionVirtual Solutions Relationship BankerTucson, AZ$19–$22.72 / hourGENERAL SUMMARY: The Virtual Solutions Relationship Banker is responsible for providing accurate, professional and prompt Member service in high-volume contact center environment while performing a variety of financial transactions & routine inquiries virtually, both over the phone and on camera through interactive teller machines (ITMs). This includes but not limited to deposits, transfers, withdrawals, payments, account inquiries (consumer, business, trusts, etc.) plastic card issues, online banking technical support, overdrafts, fee reversals, research, etc. in accordance with credit union policies, procedures, and regulatory requirements and while navigating through various systems.
Personal Banker Columbia Banking System IncPersonal BankerScottsdale, AZ$20–$25 / hourp>Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. About the Role: Provide excellent client service by providing immediate acknowledgement, identifying, and offering appropriate products and services, and responding to inquiries in a timely manner.
U.S. Private Bank - Private Banker - Vice President JPMorgan Chase & CoU.S. Private Bank - Private Banker - Vice PresidentScottsdale, AZOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
Private Banker II Busey BankPrivate Banker IIScottsdale, Arizona$105,000–$140,000 / yearPursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (“SAFE Act”), all Private Client Managers (if discussing mortgage rates) are required to maintain current registration with the Nationwide Mortgage Licensing System & Registry (“NMLS”). Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement").
Associate Banker- Multinational Corporations- Associate JPMorgan Chase & CoAssociate Banker- Multinational Corporations- AssociatePhoenix, AZExperience serving multinational corporations, Global Passport clients, early-stage high-growth companies, or innovation economy sectors (e.g., technology, life sciences, fintech, cleantech, consumer innovation); Interest in or knowledge of venture capital, private equity, and innovation ecosystems. Morgan''s Middle Market Banking & Specialized Industries group, you will focus on growing and retaining profitable relationships with innovative multinational companies, including Global Passport clients, early-stage high-growth businesses, and companies operating within the innovation economy.
Chase Auto Senior Banker, Executive Director JPMorgan Chase & CoChase Auto Senior Banker, Executive DirectorPhoenix, AZIt offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing. Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners.
Senior Banker - Mesa Area Bank of America CorpSenior Banker - Mesa AreaMesa, AZAll designated at 5% travel Job Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
NewSenior Banker - bilingual Spanish required Bank of America CorpSenior Banker - bilingual Spanish requiredPhoenix, AZJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
NewSenior Banker- Prescott Valley Financial Center Bank of America CorpSenior Banker- Prescott Valley Financial CenterPrescott Valley, AZJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
NewSenior Banker - Scottsdale Area Bank of America CorpSenior Banker - Scottsdale AreaPhoenix, AZAll designated at 5% travel Job Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
NewSenior Banker Bank of America CorpSenior BankerPhoenix, AZJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
NewSenior Banker- Prescott / Willow Creek Financial Center Bank of America CorpSenior Banker- Prescott / Willow Creek Financial CenterPrescott, AZJob Description:This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Between helping clients adopt new technologies, attending team meetings and building lasting relationships, I stay pretty busy and sometimes I work weekends and/or extended hours.
Senior Premier Banker San Tan Catalina District Wells Fargo & CoSenior Premier Banker San Tan Catalina DistrictOro Valley, AZThey 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.
Senior Premier Banker Sedona, AZ Wells Fargo & CoSenior Premier Banker Sedona, AZSedona, AZThey 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.
Senior Branch Premier Banker Lake Havasu City Wells Fargo & CoSenior Branch Premier Banker Lake Havasu CityLake Havasu City, AZThey 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.