Wells Fargo

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 Branch Premier Banker

• 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

Personal Banker

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions
• Champion digital adoption by educating customers on self-service and mobile banking options
• Resolve account inquiries and service requests

Relationship Banker

Associate

• Coach, develop, and influence assigned Roving Banker team to execute on business strategies, achieve results, and drive growth of the business
• Act as the partner to the District Managers and branch managers on trends, recognizing gaps and creating strategic solutions for regions
• Assess and leverage all National Branch Network reporting data in combination with observation to inform coaching and recommendations at region, district, and branch levels for improved performance
• Be an expert resource on tools and initiatives utilized by National Branch Network and employees such as plan my day, as well as help more and engage more activities
• Maximize banker success by ensuring frequent opportunity to further skill, knowledge and acumen of the behavior framework, and other topics as introduced to the National Branch Network
• Manage and execute on resource allocation in alignment with strategic goals for optimal National Branch Network performance, to include but not limited to managing staffing requests and scheduling adjustments
• Provide support structure across assigned National Branch Network region as needed
• Establish strong relationship and partnerships with branch management

Associate Roving Personal Banker – SAFE

Senior Premier Banker

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• 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 the 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

Roving Personal Banker

Credit Underwriter

• Review, analyze, approve, and underwrite consumer credit requests for affluent and high-net-worth clients within established credit policies and authority limits.
• Evaluate credit applications, credit bureau reports, tax returns, financial statements, and supporting documentation to determine creditworthiness.
• Make lending decisions for unsecured credit card and other consumer credit products using a combination of automated and judgment-based underwriting.
• Communicate credit decisions clearly and professionally to internal and external stakeholders.
• Partner with bankers and relationship teams to gather additional information and ensure sound credit decisions.
• Provide thoughtful decision rationale and recommendations on complex credit situations.
• Maintain complete, accurate, and compliant credit files in accordance with regulatory and company requirements.
• Manage a high-volume underwriting pipeline while maintaining strong attention to detail and service-level expectations.
• Contribute to a collaborative team environment and support ongoing process improvements.
• Deliver premium customer experience aligned with the expectations of affluent and high-net-worth clientele.

Underwriter, High Net Worth, Credit Card, Unsecured Lending

Manager

• Provide strong, inclusive leadership to build and retain a high‑performing team
• Lead a branch team to proactively identify customer financial needs
• Use branch manager routines to build individual capability, confidence, and productivity
• Partner closely with internal sales partners
• Identify opportunities for making banking easier for customers through education
• Leverage reporting and employee observations

Branch Manager

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
• 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
• 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.
• Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease.

Data Scientist

• Lead and develop a team of product owners and product analysts (individual contributors), driving execution, accountability, and continuous improvement.
• Own product strategy and delivery across a portfolio of data and digital products.
• Translate business, analytics, and regulatory needs into clear priorities and roadmaps.
• Lead the consumer data domain teams in uplifting their data assets to be Agentic-ready with common patterns, best practices, and data management standards.
• Partner with senior stakeholders across technology, analytics, governance, and lines of business.
• Communicate product direction, progress, and value to executive audiences.
• Identify and recommend opportunities for data product roadmaps and data enablement solutions that impact multiple data domains and platforms, ensuring compliance with data governance and standards.
• Determine appropriate strategy and actions of data product team to meet moderate to high-risk deliverables that drive the enablement of data availability for data intelligence, analytics, and reporting; interpret and develop policies and procedures for functions with moderate complexity within scope of data product responsibility.
• Collaborate with and influence all levels of professionals, including senior managers, business, risk partners, and technical professionals within Enterprise Data Management and Technology.
• Provide recommendations on best practices, methods, and tools to support and design innovative data products enabling data availability for data intelligence, analytics, and reporting.
• Act as a catalyst to socialize capabilities, features, use case studies, and other relevant artifacts to advance the value of data enablement and productization across the enterprise.
• Manage allocation of people and financial resources to ensure commitments are met and align with strategic objectives in aligned department or business group.
• Develop and guide a culture of talent development to meet business objectives and strategy.

Senior Data Product Manager

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
• 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
• 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.
• Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease.
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes