Wells Fargo

Manager

• Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.
• Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.
• Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.
• Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.

Branch Manager

Banker

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
• 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
• Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Senior Premier Banker

• Participate in soliciting residential mortgages from various sources
• Produce high quality jumbo loans which are compliant and provide excellent customer service
• Build relationships focused on affluent borrowers with realtors, builders, and financial professionals
• Review and analyze low to moderately complex financial and credit data

Private Mortgage Banker

Procurement

• Lead end-to-end sourcing lifecycle activities for complex or high-risk supplier engagements, including intake, strategy, RFx execution, supplier evaluation, negotiation, contracting, and implementation support.
• Partner with business stakeholders, Supplier Management, Third Party Risk Management, Legal, and Finance to align sourcing decisions with business objectives, policy expectations, and risk requirements.
• Develop and execute sourcing approaches that optimize cost, mitigate risk, improve supplier performance, and support business and category objectives.
• Lead competitive sourcing events, supplier communications, proposal evaluations, scorecards, and award recommendations.
• Negotiate commercial, operational, governance, and risk-related terms while balancing value, speed, stakeholder needs, and enterprise risk tolerance.
• Coordinate contract development and execution to ensure agreements include required corporate terms, service requirements, regulatory expectations, and appropriate risk protections.
• Drive stakeholder alignment throughout the sourcing lifecycle to support sourcing strategy, supplier selection, negotiation decisions, and timely execution of sourcing events.
• Provide guidance and subject matter expertise to less experienced sourcing professionals, contract analysts, and business partners.
• Track and communicate sourcing progress, value delivery, risk considerations, and implementation readiness.

Lead Sourcing Consultant, Procurement

Client Services Representative

• Manage and grow relationships with a portfolio of high-value Global Payments & Liquidity clients, serving as a trusted advisor and strategic point of contact.
• Develop and execute client growth plans focused on wallet expansion, product adoption, deposit growth, and revenue retention.
• Identify, originate, and advance new treasury, payments, and liquidity opportunities in partnership with Relationship Managers and Product partners.
• Navigate complex client organizations, account structures, and solution requirements to drive timely execution and issue resolution.
• Provide strategic oversight and coordination of client initiatives, including new product adoption, account expansion, and critical client priorities.
• Partner across Sales, Product, Implementation, Service, and Operations teams to advocate for clients and ensure successful delivery of solutions.
• Serve as a Global Payments & Liquidity subject matter expert and relationship lead for some of the firm's most important and complex client relationships.

Lead Global Payments Services Consultant

Platform Engineer

• Act as an advisor to senior leadership to develop or influence analytical strategies for highly complex business and technical needs
• Lead the strategy and resolution of highly complex and unique challenges requiring analytical application of industry techniques and advanced data from multiple sources across the enterprise
• Deliver solutions that are long-term, large-scale, and require vision, innovation, and coordination of highly complex activities
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that align to the enterprise
• Ensure adherence to compliance and legal regulations and policies on all projects managed
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership

Senior Lead Microsoft Power Platform Engineer

Associate

• Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
• Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including new account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgement within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Associate Personal Banker

Backend Engineer

• Lead moderately complex initiatives and deliverables within technical domain environments
• Contribute to large scale planning of strategies
• Design, code, test, debug, and document for projects and programs associated with technology domain, including upgrades and deployments
• Review moderately complex technical challenges that require an in-depth evaluation of technologies and procedures
• Resolve moderately complex issues and lead a team to meet existing client needs or potential new clients needs while leveraging solid understanding of the function, policies, procedures, or compliance requirements
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve technical challenges and achieve goals
• Lead projects and act as an escalation point, provide guidance and direction to less experienced staff

Senior Software Engineer – Full Stack, .Net Core, UI, React/Angular JS

Customer Support

• Support Branch Product Support and seek ways to improve processes within established procedures
• Support branch employees and internal business partners by delivering exceptional internal customer experience while taking inbound calls
• Provide expertise, resources, and procedural support to internal partners, enabling them to make recommendations on products and services that best align to the customer's needs
• Perform moderately complex customer support tasks to include consumer branch policy and procedure review with a focus on accuracy and risk mitigation
• Establish, develop, and maintain positive business relationships with internal partners
• Deliver first contact resolution for critical transactions that may include wire transactions, fiduciary account and owner creation/maintenance, official bank check reviews, and special account questions and maintenance
• Proactively provide feedback to time sensitive requests related to outages, issues, and updates
• Provides recommendations and information needed to update policies and procedures.

Branch Product Support Representative

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
• Lead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Roving Personal Banker

• Lead or participate in building and maintaining effective relationships with existing clients within their products or functional area, including sharing relevant information with coverage partners
• Review and analyze moderately complex business, operational, or technical challenges that require an in-depth evaluation of variable factors
• Independently review and analyze moderately complex client portfolios or partner with senior peers on more complex portfolios for key issues related to cash flow, liquidity, leverage, working capital, debt coverage, collateral and enterprise value analysis, and repayment sources, including for use in periodic reviews as well as interim underwriting memoranda
• Partner with coverage teams within the context of individual deals and client relationships to understand clients’ businesses, strategic objectives, operational priorities, and financial positions to identify and execute on opportunities for modifications, renewals, and refinancings
• Perform regular portfolio reviews to manage risk and lead problem loan resolutions, where applicable
• Collaborate and consult with peers and functional partners to resolve client servicing requests and inquiries related to their product
• Independently resolve moderately complex situations while developing a sound understanding of policies, procedures, and compliance requirements to meet business objectives and partner with senior peers for more complex issues
• Partner with product management functional partners to provide feedback on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
• Contribute to large-scale planning related to a given product and/or specialty’s business objectives
• Serve as a mentor for lower level staff

Specialty Industry Lending Relationship Associate

Infrastructure Engineer

• Lead or participate in high level technical concepts spanning technology and business
• Develop specifications for complex infrastructure systems, design and test solutions
• Contribute to the testing of business, application and technical infrastructure requirements
• Drive solutions to reduce recovery
• Review and analyze solutions for cloud security, secrets management and key rotations
• Design, code, test, debug and document programs using Agile development practices
• Design complex system upgrades
• Resolve troublesome trends as they develop
• Develop a long-range plan designed to resolve problems and prevent them from recurring
• Direct the daily risk and control flow of operations, focusing on policies, procedures and work standards to ensure success
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Lead Platform Infrastructure Engineer

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• Build lasting customer relationships through proactive, meaningful conversations that support financial well‑being and deepen engagement
• Lead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Bilingual

• Provide personalized banking support across multiple branch locations
• Adapt quickly to new branch environments, teams, and customer needs
• Build lasting customer relationships through proactive, meaningful conversations
• Lead discovery driven conversations to understand customer needs
• Drive branch growth by identifying opportunities and promoting solutions
• Support everyday banking needs, including account openings and service requests
• Perform cash handling and teller line activities
• Demonstrate comfort using and adopting digital tools
• Collaborate with branch teammates

Branch Manager

Senior Premier Banker

Private Mortgage Banker

Lead Sourcing Consultant, Procurement

Lead Global Payments Services Consultant

Senior Lead Microsoft Power Platform Engineer

Associate Personal Banker

Senior Software Engineer – Full Stack, .Net Core, UI, React/Angular JS

Branch Product Support Representative

Roving Personal Banker

Specialty Industry Lending Relationship Associate

Lead Platform Infrastructure Engineer

Senior Premier Banker

Roving Personal Banker

Bilingual Spanish Associate Personal Banker – Roving