Wells Fargo

Coach

• Deliver Workshops: Coordinate logistics and facilitate pre-developed workshop content in person (and at times virtually), to support skill, knowledge, and execution of the Behavior Framework, Management Cycle, affluent and small business activities, partner products, and other priority topics (e.g., transformation of operating model in branches). Topics will be determined according to local business opportunity and/or national focus as directed by National Branch Network leadership.
• Coach Select District Managers: Conduct branch visits to coach the Behavior Framework, Management Cycle, and affluent activities with select District Managers (i.e. new District Managers identified by Regional Executives) to support their understanding and execution of the Behavior Framework, Management Cycle, affluent and small business priorities, and other focus areas.
• Support Branch Leaders in Identifying Opportunities and Feedback: Identify opportunities and align with Regional Executives and District Managers, leveraging workshop/branch observations and feedback to implement simple actions to boost success.
• Serve as the lead resource on effectively executing and leveraging the Behavior Framework, Management Cycle, affluent and basic small business activities, and partner referrals. Support District Managers in facilitation of District Manager-led Branch Manager meetings.
• Serve as a key consultant for Regional Executives and District Managers during performance evaluations of Branch Managers and other bankers.
• Support customer and employee-facing pilots and rollouts, as needed, including collecting feedback and evaluating effectiveness.

Regional Coach

Banker

• Acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery-driven conversations to understand customer goals
• Partner with a team to deliver integrated solutions

Relationship Banker

AI Engineer

• Lead a cross-functional product pod of Solution Consultants, Pega Configurators, and Business Analysts to deliver Pega-based workflow automation solutions aligned to business priorities.
• Provide day-to-day product direction, delivery oversight, mentorship, and issue resolution support to help the team meet commitments and maintain high execution standards.
• Own solution delivery from discovery and design through configuration, testing, deployment, and post-implementation feedback, with a focus on quality, usability, scalability, and control readiness.
• Work hands-on within Pega App Studio and Dev Studio to support solution design, configuration, testing, and implementation of workflow capabilities.
• Partner with architecture and engineering teams to ensure solutions align with platform architecture, technical standards, security requirements, and software delivery lifecycle expectations.
• Translate operational pain points, process inefficiencies, and business needs into clear product requirements, workflow designs, user stories, acceptance criteria, and delivery plans.
• Partner directly with operational leaders and business stakeholders to assess opportunities, shape solution options, manage expectations, and drive alignment on scope, priorities, benefits, and delivery timelines.
• Establish and monitor success measures for delivered solutions, including adoption, operational efficiency, user experience, quality, risk reduction, and other relevant business outcomes.
• Elevate product management practices across the team by improving intake, prioritization, roadmap planning, stakeholder communications, and outcome measurement.
• Identify and help resolve risks, issues, impediments, and dependencies that could impact delivery quality, control effectiveness, or business outcomes.
• Foster a collaborative, inclusive, and accountable team environment that supports talent development, clear communication, continuous improvement, and operational excellence.

Pega Product Delivery Lead – AI Case Management

Operations

• Support customer experience by accurately processing and approving teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine to moderately complex transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
• Support the Branch manager in operational tasks and scheduling
• Resolve issues related to daily operations of the teller line, under direction of regional banking management
• Support customers and employees in resolving or escalating concerns or complaints
• Receive guidance from managers and exercise judgment within defined policies and procedures
• Provide excellent service to customers and individuals by demonstrating care, building relationships, and completing requested transactions
• Identify information and services to meet customers financial needs
• Motivate a diverse team to achieve full potential and meet established business objectives

Branch Operations Coordinator

Security Engineer

• Design, document, test, maintain, and provide issue resolution recommendations for highly complex security solutions related to Micro-Segmentation
• Implement requirements and engage teams to create automation/orchestration for the enterprise's Micro-Segmentation solution
• Help identify new tools and/or features to strengthen enterprise Micro-Segmentation capabilities
• Serve as a POC for enterprise Micro-Segmentation deployment
• Implement security designs on large projects for internal clients to ensure conformity with corporate information, security policy, and standards
• Collaborate and provide influence with all members of the microsegmentation team

Senior Information Security Engineer – Firewall Micro-segmentation

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

• 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

• 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 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.

Director

• Manage a team of engineering managers and engineering leads
• Focus on delivering commitments aligned to enterprise strategic priorities
• Build support for strategies with business and technology leaders
• Guide development of actionable roadmaps and plans
• Identify opportunities and strategies for continuous improvement of software engineering practices
• Provide oversight to software craftsmanship, security, availability, resilience, and scalability of solutions developed by the teams or third party providers
• Identify financial management and strategic resourcing
• Set risk management guidelines and partner with stakeholders to implement key risk initiatives
• Develop strategies for hiring engineering talent
• Lead implementation of projects and encourage engineering innovation
• Collaborate and influence all levels of professionals including more experienced managers
• Lead team to achieve objectives
• Interface with external agencies, regulatory bodies or industry forums
• Manage allocation of people and financial resources for Technology Strategic Leadership
• Develop and guide a culture of talent development to meet business objectives and strategy

Enterprise Technology Transformation Director

Financial Planning and Analysis

• Lead the product mapping process for advisors
• Drive accountability for investment product initiatives
• Review strategic approaches and effectiveness of product due diligence
• Develop appropriate solutions for recruit's product mapping decisions
• Make decisions in complex situations requiring knowledge of business areas
• Collaborate with onboarding team to drive initiatives
• Present at Advisor Recruit Due Diligence
• Assist new recruits to ensure comfort with onboarding

Onboarding Investment Consultant

Associate

• Work with a team of fiduciary professionals to administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
• Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
• Execute on client requests, including money movement, investment implementation and account management.
• Build a strong understanding of fiduciary concepts and principles, including trust accounting, discretionary distribution standards and prudent investing.
• Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
• Develop an ability to identify fiduciary risk and escalate appropriately.
• Act as a culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.

Associate Estate Trust Officer – Associate Fiduciary Specialist

• 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 to provide customers a comprehensive Wells Fargo experience
• Identify opportunities for making banking easier for customers
• Leverage reporting and employee observations to improve team performance