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Teller Bilingual Rodeo Rd jobs at Wells Fargo in United States, Santa Fe

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United States
State
Santa Fe
20 jobs found
17.09.2025
WF

Wells Fargo Relationship Banker Rodeo Rd United States, New Mexico, Santa Fe

Limitless High-tech career opportunities - Expoint
Description:

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:

  • Participate in building relationships with customers and spend time understanding required needs

  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs

  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers

  • Present recommendations for resolving inquiries and service requests regarding customers' accounts

  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers

  • Provide information to internal partners and external sources to further enhance the customer experience

  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs

  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs

  • Provide self-service digital banking options to customers

  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience

  • 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

  • State Insurance license(s)

  • Customer service focus with experience handling transactions across multiple systems

  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

  • Strong verbal, written, and interpersonal communication skills

  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business

  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs

  • Ability to make client calls and actively participate in the sales development process

  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention

  • Ability to follow policies, procedures, and regulations

  • High motivation with ability to successfully meet team objectives while maintaining individual performance

  • Experience mentoring and peer- coaching

  • Experience assessing customer needs and recommending products/services to fulfill those needs

  • Experience using business acumen to provide financial services consultation to small business customers

  • Knowledge and understanding of financial services consumer lending products

  • Ability to educate and connect customer to technology and share the value of mobile banking options

  • Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

  • Ability to work a schedule that may include most Saturdays

  • Adherence to Wells Fargo sales practices risk management culture

  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required

  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment

  • State Insurance license(s) are required for this role and must be completed within a specified period

  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position

  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards

  • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

  • This position is not eligible for Visa sponsorship

14 Oct 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
26.08.2025
WF

Wells Fargo Teller Bilingual Cerrillos Road United States, New Mexico, Santa Fe

Limitless High-tech career opportunities - Expoint
Description:

In this role you will:

  • Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers

  • Complete operational activities while minimizing risks under established policies

  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization

  • Receive direction from managers and exercises judgment within defined policies and procedures

  • Escalate questions and issues to more experienced roles

  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions

  • Identify information and services to meet customers financial needs

Required Qualifications:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • Bilingual speaking and listening proficiency in Spanish/English

Desired Qualifications:

  • 6+ months of experience interacting with people, demonstrated through work, military, or education

  • Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program

  • Customer service focus with experience handling complex transactions across multiple systems

  • Ability to educate and connect customers to technology and share the value of mobile banking options

  • Ability to interact with integrity and professionalism with customers and team members

  • Experience working with others on a team to meet customer needs

  • Cash handling experience

  • Ability to follow policies, procedures, and regulations

  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

  • Well-organized, independent and able to prioritize in a fast-paced environment

  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines

  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Job Expectations:

  • Ability to work a schedule that may include most Saturdays

  • This position is not eligible for Visa sponsorship

  • Must take and pass required language assessment

3150 Cerrillos Rd
SANTA FE, NM 87507

31 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
21.08.2025
WF

Wells Fargo CA-WA Community Mortgage Bank Sales Consultant SAFE -Bilingu... United States, California, Santa Ana

Limitless High-tech career opportunities - Expoint
Description:

In this role you will:

  • Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees to increase knowledge of mortgage products and processes. Perform miscellaneous duties as needed and required

  • Conduct outbound calls to existing and prospective customers regarding mortgage loan products and complete associated tracking activities

  • Interact with customers to understand their needs and provide them with high quality customer service; inform prospective and existing customers of Wells Fargo Home Mortgage programs; analyze and offer mortgage loan products based on the client's needs

  • Process loan applications for mortgage transactions and review rates and terms within guidelines

  • Maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication

  • Continuously pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

  • Adhere to policies, underwriting requirements, compliance requirements, and loan procedures. Collaborate with fulfillment partners to meet the needs of our clients throughout the origination process

  • Stay informed of mortgage industry trends and developments in the assigned market and develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace

  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education

  • Bilingual speaking and reading proficiency in Spanish/English

Desired Qualifications:

  • 2+ years of mortgage retail sales experience

  • Expertise of general lending products and overall mortgage industry experience

  • Experience with retail residential mortgage, purchase fundings over the past 12 months referred primarily from established, local or external sources

  • Established relationships with diverse realtor organizations and affordable lending nonprofits in assigned market

  • Experience with community loan products inclusive of specialized LMI mortgage solutions, lender paid assistance programs and 3rd party assistance programs

  • FHA/VA & conventional loan experience is preferred

  • Knowledge and understanding of sales prospecting and generating referrals

  • Experience with educating clients on various mortgage purchase programs

  • Experience developing and cultivating professional relationships

  • Customer service experience

  • Basic Microsoft Office skills

  • Excellent verbal, written, and interpersonal communication skills

  • Ability to provide leadership by coaching, training, and mentoring

  • Bilingual speaking proficiency in Vietnamese/English

Job Expectations:

  • Willingness to travel

  • Must take and pass required Spanish language assessment

  • Reliable transportation

  • Ability to work nights, weekends, or holidays as needed or scheduled

  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

Pay Range

$0.00 - $0.00

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

16 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
20.08.2025
WF

Wells Fargo Personal Banker Bilingual Rodeo Rd United States, New Mexico, Santa Fe

Limitless High-tech career opportunities - Expoint
Description:

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

  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications

  • Receive direction from managers and exercise judgement within defined policies and procedures

  • Develop understanding of bank products and services to connect to customers' needs

  • Interact with customers to demonstrate care and build relationships

  • Provide appropriate options for bank products and services to customer

  • Refer customers' financial needs to other bankers and partners as needed

  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • Bilingual speaking and listening proficiency in Spanish/English

Desired Qualifications:

  • Customer service focus with experience handling complex transactions across multiple systems

  • Experience proactively engaging with customers through outreach via phone or email

  • Ability to educate and connect customer to technology and share the value of mobile banking options

  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate

  • Experience working with others on a team to meet customer needs

  • Experience fostering and developing strong customer relationships

  • Ability to build strong relationships with internal partners

  • Ability to follow policies, procedures, and regulations

  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

  • Ability to interact with integrity and professionalism with customers and team members

  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting

  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

  • Support customers and employees in resolving or escalating concerns or complaints

Job Expectations:

  • Ability to work a schedule that may include most Saturdays

  • Must take and pass required language assessment

  • Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

  • This position is not eligible for Visa sponsorship

4384 Rodeo Rd
SANTA FE, NM 87507

31 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
20.08.2025
WF

Wells Fargo Teller Full Time Santa Barbara United States, California, Santa Barbara

Limitless High-tech career opportunities - Expoint
Description:

In this role you will:

  • Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers

  • Complete operational activities while minimizing risks under established policies

  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization

  • Receive direction from managers and exercises judgment within defined policies and procedures

  • Escalate questions and issues to more experienced roles

  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions

  • Identify information and services to meet customers financial needs

Required Qualifications:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Customer service focus with experience handling complex transactions across multiple systems

  • Ability to educate and connect customers to technology and share the value of mobile banking options

  • Ability to interact with integrity and professionalism with customers and team members

  • Experience working with others on a team to meet customer needs

  • Cash handling experience

  • Ability to follow policies, procedures, and regulations

  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

  • Well-organized, independent and able to prioritize in a fast-paced environment

  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines

  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Job Expectations:

  • Ability to work a schedule that may include most Saturdays

  • This position is not eligible for Visa sponsorship

Posting Location(s):

  • Goleta: 195 N Fairview Avenue, Goleta, CA 93117

  • La Cumbre Plaza: 3804 State Street, Santa Barbara, CA 93105

  • Santa Barbara Main: 1036 Anacapa Street, Santa Barbara, CA 93101

  • Montecito: 1482 East Valley Road, Montecito, CA 93108

Pay Range

$22.00 - $27.50

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

2 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
19.08.2025
WF

Wells Fargo Teller Bilingual Part Time Rodeo Rd United States, New Mexico, Santa Fe

Limitless High-tech career opportunities - Expoint
Description:

In this role you will:

  • Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers

  • Complete operational activities while minimizing risks under established policies

  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization

  • Receive direction from managers and exercises judgment within defined policies and procedures

  • Escalate questions and issues to more experienced roles

  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions

  • Identify information and services to meet customers financial needs

Required Qualifications:

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • Bilingual speaking and listening proficiency in Spanish/English

Desired Qualifications:

  • 6+ months of experience interacting with people, demonstrated through work, military, or education

  • Military experience (transitioning military service member, reserve military service member or a veteran) and currently enrolled in a college or university program

  • Customer service focus with experience handling complex transactions across multiple systems

  • Ability to educate and connect customers to technology and share the value of mobile banking options

  • Ability to interact with integrity and professionalism with customers and team members

  • Experience working with others on a team to meet customer needs

  • Cash handling experience

  • Ability to follow policies, procedures, and regulations

  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss

  • Well-organized, independent and able to prioritize in a fast-paced environment

  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines

  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting

  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Job Expectations:

  • Ability to work a schedule that may include most Saturdays

  • This position is not eligible for Visa sponsorship

  • Must take and pass required language assessment

4384 Rodeo Rd
SANTA FE, NM 87507

24 Aug 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
Limitless High-tech career opportunities - Expoint
Description:

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:

  • Participate in building relationships with customers and spend time understanding required needs

  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs

  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers

  • Present recommendations for resolving inquiries and service requests regarding customers' accounts

  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers

  • Provide information to internal partners and external sources to further enhance the customer experience

  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs

  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs

  • Provide self-service digital banking options to customers

  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience

  • 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

  • State Insurance license(s)

  • Customer service focus with experience handling transactions across multiple systems

  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

  • Strong verbal, written, and interpersonal communication skills

  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business

  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs

  • Ability to make client calls and actively participate in the sales development process

  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention

  • Ability to follow policies, procedures, and regulations

  • High motivation with ability to successfully meet team objectives while maintaining individual performance

  • Experience mentoring and peer- coaching

  • Experience assessing customer needs and recommending products/services to fulfill those needs

  • Experience using business acumen to provide financial services consultation to small business customers

  • Knowledge and understanding of financial services consumer lending products

  • Ability to educate and connect customer to technology and share the value of mobile banking options

  • Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

  • Ability to work a schedule that may include most Saturdays

  • Adherence to Wells Fargo sales practices risk management culture

  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required

  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment

  • State Insurance license(s) are required for this role and must be completed within a specified period

  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance

  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position

  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards

  • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

  • This position is not eligible for Visa sponsorship

14 Oct 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Expand
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