Wells Fargo

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 team to achieve full potential and meet established business objectives

Branch Operations Coordinator

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 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

• 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

Solutions Engineer

• Partner with business, technology, and platform stakeholders to understand functional requirements, technical constraints, risk considerations, dependencies, and success criteria
• Translate business needs into practical technical designs, implementation approaches, and engineering work packages that can be delivered in a large-scale enterprise environment
• Evaluate solution options and communicate trade-offs across performance, resiliency, scalability, security, compliance, cost, maintainability, and delivery timelines
• Help convert ambiguous problem statements into actionable technical direction for developers, engineers, and platform teams
• Team with developers, engineers, architects, and infrastructure partners to design, build, test, validate, and deliver technical solutions
• Provide engineering-level triage and solution direction for complex issues spanning application, middleware, compute, network, automation, DevSecOps, and operational readiness domains
• Review designs, identify gaps, challenge assumptions, clarify dependencies, and help remove technical ambiguity that blocks delivery
• Produce and maintain engineering design artifacts, implementation notes, operational runbooks, decision records, readiness documentation, and knowledge-transfer materials
• Investigate and help resolve a wide array of technical problems, including low-latency application concerns, batch-processing challenges, environment issues, platform integration gaps, and production-readiness risks
• Analyze complex technical symptoms, identify likely root causes, engage the right technical partners, and drive toward practical remediation options
• Support engineering decisions in multifaceted situations using strong technical judgment, data-driven analysis, and enterprise risk awareness
• Promote resilient, secure, observable, and maintainable designs that support production operations and long-term platform health

Lead Engineer – Infrastructure Solutions

• 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

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 consumer and business solutions
• 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 while proactively managing risk

Branch Manager

Program Manager

• Lead the evolution of customer identification experiences across digital, branch, and assisted channels.
• Improve approval rates, onboarding conversion, and customer satisfaction while maintaining strong risk controls.
• Optimize verification journeys through data-driven experimentation and customer insights.
• Identify opportunities to reduce customer friction while strengthening security and trust.
• Establish/manage/maintain governance, controls, and performance metrics for identity verification programs.
• Develop and execute vendor strategy for identity verification services, including evaluation, optimization, performance management, and emerging capabilities.
• Drive customer-centric product development informed by analytics, customer feedback, market insights, and experimentation.
• Collaborate closely with technology, BSA/AML, Risk, Compliance, and Operations teams.
• Lead, coach, inspire, and develop a high-performing team of outcomes-focused product managers - fostering a culture of curiosity, innovation, accountability, collaboration, and customer obsession.
• Identify opportunities to leverage AI and intelligent decisioning across customer experiences
• Constantly evaluate industry trends, onboarding conversion, fraud loss, and regulatory developments impacting identity and customer onboarding.

Senior Manager, Customer Identification Program, CIP

• 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.
• Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Onboarding Specialist

• Oversee Merchant Services Implementation and Product Setup Operations
• Manage the Operations Implementation team
• Lead all aspects of client onboarding and implementation lifecycle
• Establish timelines, track progress, and manage escalations
• Develop and implement business unit strategies
• Identify, assess, and mitigate operational and implementation risks
• Drive process improvement opportunities

Senior Manager – Merchant Services Onboarding Implementations

• 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

General

• Lead the design, development, execution, and continuous improvement of enterprise-wide resiliency exercises, including tabletop (discussion-based), workshop, functional, limited-scale, and full-scale exercises.
• Own the full exercise lifecycle, including: Developing and maintaining an enterprise-aligned exercise framework that incorporates all-hazards scenarios impacting critical services, products, and third-party providers.
• Designing realistic exercise scenarios, Master Scenario Event Lists (MSELs), injects, objectives, and evaluation criteria aligned to business priorities, emerging risks, and regulatory expectations.
• Facilitating cross-functional exercises involving stakeholders across business, technology, resiliency, supply chain/procurement, and external partners.
• Conducting post-exercise evaluations and producing clear, actionable After-Action Reports (AARs), including prioritized findings and recommendations.
• Presenting exercise outcomes, key insights, and recommendations to senior leadership and governance forums.
• Leading remediation and targeted follow-up activities, including workshops and additional exercises, to address identified gaps and strengthen resiliency capabilities.
• Ensuring exercise documentation, artifacts, and processes meet internal standards, control requirements, and regulatory expectations.
• Drive continuous improvement and program maturity by identifying risks, gaps, lessons learned, and enhancement opportunities to strengthen the enterprise resiliency exercise program.
• Support risk and control activities, including Risk and Control Self-Assessments (RCSAs), issue management, audits, regulatory examinations, and other governance-related activities.
• Serve as a trusted advisor and subject matter expert to business, technology, and resiliency stakeholders by providing guidance on exercise planning, design, execution, and regulatory expectations.
• Contribute to the development and maintenance of a strategic scenario library aligned with emerging threats, business priorities, regulatory requirements, and evolving resiliency risks.

Branch Operations Coordinator

Personal Banker

Senior Branch Premier Banker

Relationship Banker

Lead Engineer – Infrastructure Solutions

Senior Premier Banker

Branch Manager

Senior Manager, Customer Identification Program, CIP

Personal Banker

Branch Manager

Senior Manager – Merchant Services Onboarding Implementations

Branch Manager

Personal Banker

Senior Branch Premier Banker

Lead Business Resiliency Exercise Coordinator