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.
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options.

Branch 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
• Leverage reporting and employee observations to gain insight into strengths and opportunities.
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions.

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 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

Relationship 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

Sales

• Sell a full suite of payment solutions
• Engage with pre-qualified inbound leads and executing targeted outbound follow-up
• Assess client needs and delivering customized merchant solutions
• Educate clients on payment security, fraud mitigation, and regulatory compliance
• Manage the full sales lifecycle from initial consultation through activation
• Collaborate with internal partners to ensure seamless client experience

Telesales Specialist – Merchant Services

Director

• Independently manage a portfolio of complex LIHTC equity investments, serving as the primary point of contact for general partners and internal stakeholders.
• Monitor performance across construction, lease-up, and stabilized stages, directing market assessments, reviewing third-party inspections, and identifying emerging risks.
• Lead risk governance for the portfolio, including surveillance for changes in risk ratings and delivering recommendations to credit partners and senior management.
• Analyze financial statements, tax returns/audits, and partnership documentation; review and underwrite general partner consent requests; and evaluate capital contribution and reserve withdrawal requests.
• Drive identification of issues and execution of action plans for troubled investments, partnering with internal stakeholders to ensure cross-functional resolution.
• Provide leadership through coaching and mentoring talent, leading projects and teams, identifying and owning process improvements, and contributing subject matter expertise.

Executive Director, Senior Lead – Commercial Real Estate Manager

• Provide strong, inclusive leadership to build and retain a high‑performing team
• Lead a branch team to proactively identify customer financial needs and deliver tailored solutions
• Use branch manager routines to build individual capability, confidence, and productivity
• Partner closely with internal sales partners to provide customers a comprehensive, coordinated experience
• Identify opportunities for making banking easier for customers
• Leverage reporting and employee observations to gain insight into strengths and opportunities
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions

Compliance

• Configure, maintain, and optimize GRC platforms (preference for IBM OpenPages)
• Support GRC processes including control testing, issue management, and compliance monitoring
• Participate in functional testing, data validation, and regression testing for system enhancements and defect resolution
• Engage in the software development lifecycle (SDLC) by reviewing requirements, testing changes, and supporting production readiness
• Design and implement logical and technical workflows within GRC tools
• Perform root cause analysis to resolve system or process issues
• Apply deep cybersecurity and risk management expertise to assess threats, identify gaps, and recommend mitigation strategies
• Ensure alignment with key industry standards including NIST, CRI, and OWASP
• Provide consultative guidance to business and technical stakeholders on risk, controls, and tool usage
• Deliver clear, concise communications and presentations to leadership and cross-functional audiences
• Apply pre-deterministic and generative AI techniques to enhance analysis, insights, and predictive risk modeling
• Operate effectively in dynamic, fast-changing environments with evolving requirements

GRC Configuration Specialist

• 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 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

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business
• This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
• Mentor and guide talent development of direct reports and assist in hiring talent

Account Executive

• 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
• Exercise some independent judgment when conducting 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 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 low to moderately complex 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 clients throughout the origination process
• Stay informed of mortgage industry trends and developments in the assigned market; develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace

Community Mortgage Bank Sales Consultant – SAFE

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business;
• This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
• Mentor and guide talent development of direct reports and assist in hiring talent

Product Manager

• Serve as the Product Owner for one or more Investment Solutions scrum teams focused on Investment Risk Implementation and strategy, with end-to-end accountability for product management and delivery outcomes
• Define and execute product vision, roadmap, and priorities for investment risk implementation capabilities, risk data workflows, platform controls, and strategic risk initiatives
• Own backlog management across risk implementation capabilities, ensuring clear requirements, defined scope, and alignment to the broader IS strategic direction
• Lead release planning, dependency management, and open issue governance across integrated platforms supporting risk data, implementation workflows, controls, and downstream investment solutions capabilities
• Drive cross-functional alignment across Investment Risk, Portfolio Strategy, Technology, Operations, and control partners without requiring escalation
• Ensure consistent execution standards, prioritization practices, and delivery cadence across scrum teams supporting investment risk implementation and strategy workflows
• Resolve complex product and delivery challenges at the intersection of investment risk requirements, data quality, implementation logic, platform controls, and strategic business outcomes
• Operate with a high degree of autonomy as a decision-maker and execution leader within a flattened operating model
• Partner with stakeholders, scrum masters, and delivery teams to maintain momentum and execution quality
• Advance the platform roadmap by incorporating data-driven and automation-enabled capabilities that improve risk implementation accuracy, control effectiveness, workflow efficiency, and strategic decision support
• Ensure adherence to risk, control, compliance, and regulatory standards across all product management activities

Branch Manager

Branch Manager

Relationship Banker

Senior Premier Banker

Telesales Specialist – Merchant Services

Executive Director, Senior Lead – Commercial Real Estate Manager

Branch Manager

GRC Configuration Specialist

Personal Banker

Senior Premier Banker

Senior Premier Banker

Branch Manager

Community Mortgage Bank Sales Consultant – SAFE

Branch Manager

Lead Product Manager