Wells Fargo

Designer

• Design and develop branch and banker performance metrics aligned to growth priorities, including deposits, checking, and customer deepening
• Define metric logic, eligibility rules, and performance thresholds for integration into incentive compensation
• Ensure alignment between leading indicators, business outcomes, and pay for performance structures
• Partner with data, product, and compensation teams to implement metrics within reporting platforms and incentive plans
• Standardize and simplify dashboards to improve transparency, consistency, and field usability
• Define Branch Customer List frameworks, including customer inclusion criteria and portfolio attribution
• Establish rules for customer ownership aligned to branch P&L and partner cross functionally to operationalize enhancements
• Design branch and district peer groups incorporating market opportunity, complexity, and customer mix to enable fair performance comparisons
• Embed peer group frameworks into reporting, incentives, and field routines
• Translate business priorities into clear requirements for data, technology, and cross functional partners and drive end to end execution
• Establish governance processes and continuously monitor performance outcomes to refine metrics, attribution, and benchmarking frameworks

Senior Lead, Branch Performance Design & Insights

Manager

• Participate or provide support for a closely held asset portfolio comprised primarily of minority interests and occasionally more complex assets
• Negotiate sales, vote proxies, review financial statements, value closely held interests based on accepted valuation standards, participate in owner meetings, review partnership, operating and shareholder agreements, communicate with entity stakeholders including managers, clients, accountants, and attorneys
• Review less complex or tactical issues, policies or procedures for which answers can be quickly obtained, related to low-to-medium risk tasks and deliverables
• Provide closely held asset management in accordance with the governing instruments, fiduciary laws, bank policies and procedures
• Receive direction from supervisor and exercise independent judgment while developing understanding of functions, policies, procedures, and compliance requirements
• Collaborate and consult with managers, functional colleagues and stakeholders, including internal and external customers

Associate Fiduciary Specialty Asset 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

Branch Manager

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 requiring an in-depth evaluation of technologies and procedures
• Resolve moderately complex issues leading a team to meet existing client needs or potential new clients needs
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve technical challenges
• Lead projects and act as an escalation point, provide guidance and direction to less experienced staff
• Ensure use of the agreed technology/tools to ensure smooth integration across DEV, SIT, UAT and Production
• Work closely with business analysts to review requirements
• Establish and document best practices around design, development and deployment
• Create relevant SDLC documentation

Lead Java Software Engineer

Risk

• Participate and consult regarding policies and procedures, controls, tools and training
• Review and analyze controls to manage high risk investment strategies and complex products
• Evaluate resources to monitor risk and exercise independent judgment to guide process changes, process improvements, and technology enhancements
• Present recommendations for resolving complex analysis in search of current and best practices
• Gather and analyze data, identify trends and present analysis through meaningful statistics
• Develop expertise in firm, compliance and regulatory policies and procedures
• Collaborate and consult with Financial Advisors, Divisional and more experienced Management, Market Leaders, Growth Leaders, Branch Managers, Supervision Managers, and varying Business Units

Market Governance Specialist

• Manage and develop a team of individual contributors
• Consult, develop, market, and manage performance analysis for platforms that have high impact on companywide growth opportunities and success
• Determine appropriate strategy and actions of product management team to meet moderate to high risk deliverables
• Collaborate and consult with product managers, analysts and multiple level managers
• Interact directly with vendors
• Manage allocation of people and financial resources for Product Management
• Develop and guide a culture of talent development to meet business objectives and strategy

International Platform Readiness Manager

Product Manager

• Manage and develop a team of individual contributors
• Consult, develop, market, and manage performance analysis for platforms that have high impact on companywide growth opportunities and success
• Identify and recommend opportunities for product enhancements and business requirements
• Collaborate and consult with product managers, analysts and multiple level managers
• Interact directly with vendors
• Manage allocation of people and financial resources for Product Management
• Develop and guide a culture of talent development to meet business objectives and strategy

International Platform Product Owner, Manager

Product Designer

• 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

UX Designer

Administrative Assistant

• Manage and prioritize a high volume of administrative, operational, and executive support activities
• Compile, analyze, and present data; prepare moderately complex reports, dashboards, and summaries to support decision-making
• Oversee expense management, reporting, and reconciliation with strong attention to compliance and accuracy
• Serve as a central coordination point for key initiatives, including planning meetings, tracking deliverables, and ensuring timely follow-through
• Execute and support complex administrative and operational workflows, including approvals, requests, and internal processes
• Act as an extension of leadership by managing communications, filtering requests, and facilitating effective information flow
• Provide guidance and interpretation of policies, procedures, and administrative processes to less experienced staff
• Build strong relationships and collaborate with internal partners and senior stakeholders across the organization
• Plan and execute team meetings, offsites, and cross-functional events, including logistics, materials, and follow-up actions
• Handle ad hoc requests and special projects with a high degree of ownership and independent judgment

Senior Administrative Assistant – Private Wealth

Consultant

• Lead consultative discovery sessions with clients and prospects to understand payment flows, liquidity structures, working capital challenges, and treasury operations.
• Serve as a client-facing subject matter expert representing GPL capabilities and industry best practices.
• Leverage data, benchmarking, and analysis to guide strategic conversations and influence client decision-making.
• Collaborate with Product Solution Specialists to ensure recommended solutions are aligned to clients’ operating models.
• Develop and deliver high‑impact finalist presentations and solution recommendations grounded in client insight and requirements.
• Oversee the transition from sales to implementation, ensuring strong client experience, clean handoffs, and timely revenue realization.
• Partner with Relationship Managers and GPL colleagues to identify, formulate and win new payments and liquidity opportunities.
• Work closely with a dedicated Treasury Management Analyst to manage pitch materials, proposals, pricing, and pipeline accuracy.
• Maintain a strong command of sales enablement tools, compliance requirements, risk and profitability tolerances and advisory frameworks.
• Build and maintain effective relationships across Product, Implementation, Customer Services and other support partners.
• Participate in internal initiatives, strategic projects, and client or industry events representing the GPL organization.

Lead Treasury Consultant – Global Payments, Liquidity

• Join GPL during a significant growth and investment cycle at Wells Fargo.
• Serve as a strategic consultant, shaping clients’ working capital, liquidity strategy, and operational performance.
• Partner with product and solutions specialists to help design and execute holistic payments and treasury solutions.
• Develop or further develop an expertise in specialized healthcare payment flows, liquidity patterns, operational models and return on investment analysis.
• Lead consultative discovery sessions with clients and prospects to understand payment flows, liquidity structures, working capital challenges, and treasury operations.
• Serve as a client-facing subject matter expert representing GPL capabilities and industry best practices.
• Leverage data, benchmarking, and analysis to guide strategic conversations and influence client decision-making.
• Collaborate with Product Solution Specialists to ensure recommended solutions are aligned to clients’ operating models.
• Develop and deliver high-impact finalist presentations and solution recommendations grounded in client insight and requirements.
• Oversee the transition from sales to implementation, ensuring strong client experience, clean handoffs, and timely revenue realization.
• Partner with Relationship Managers and GPL colleagues to identify, formulate and win new payments and liquidity opportunities.
• Work closely with a dedicated Treasury Management Analyst to manage pitch materials, proposals, pricing, and pipeline accuracy.
• Maintain a strong command of sales enablement tools, compliance requirements, risk and profitability tolerances and advisory frameworks.
• Build and maintain effective relationships across Product, Implementation, Customer Services and other support partners.
• Participate in internal initiatives, strategic projects, and client or industry events representing the GPL organization.

• Advise line of business and companywide functions on business strategies based on research of performance metrics, trends in population distributions, and other complex data analysis to maximize profits and asset growth, and minimize losses within credit risk and other operating standards
• Provide influence and leadership in the identification of new tools and methods to analyze data
• Ensure adherence to compliance and legal regulations and policies on all projects managed
• Strategically collaborate and consult with peers, colleagues, and mid-level to senior managers to resolve issues and achieve goals
• Lead projects, teams, or serve as a peer mentor to staff, interns and external contractors
• Develop business strategies that will drive growth, profitability, and competitive advantage for Wells Fargo
• Develop, test, analyze and implement strategies to achieve the financial objective relevant to macro-economic conditions
• Work closely with cross functional teams (Tech, Product, Risk, Operations) to drive impact on a given product, problem, or initiative

Lead Analytics Consultant

Financial Planning and Analysis

• Support Commercial LC and Standby LC product managers on product governance initiatives
• Monitor product performance, analyze key matrices and identify areas for improvement
• Conduct product testing, gather user feedback and iterate on product features
• Ability to define and help resolve problems, identify product risks and propose solutions to mitigate them
• Consult with clients on products such as payment, trade, risk mitigation and project financing
• Develop and execute business development plans and proposals for product
• Act as primary product specialist for varied portfolio of clients developing and executing business development plans and closing deals
• Support product development, initiative and campaigns
• Present recommendations as a product specialist within set guidelines
• Be responsible for effective partnerships with other departments

Lead Trade Finance Products Consultant

Bilingual

• 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, ensuring customers are connected to the right expertise

Bilingual Roving Personal Banker

• Lead and manage a tenured credit approval team supporting Emerging Middle Market and Middle Market portfolios, with accountability for credit decision quality, consistency, and timeliness.
• Manage and oversee credit approval activity, including new originations, renewals, modifications, and ongoing portfolio actions, ensuring alignment with policy and risk appetite.
• Partner directly with Market Sales Leaders and Relationship Managers to provide proactive credit guidance, support client solutions, and enable responsible growth.
• Actively participate in complex credit transactions and serve as an escalation point for high-impact or complex deal.
• Drive execution discipline and process consistency, including adoption of credit tools (e.g., AI Credit Memo / Copilot) and continuous process improvement.
• Identify and implement opportunities for process improvement and risk control enhancements, strengthening underwriting rigor and operational efficiency.
• Provide oversight of portfolio trends and emerging risks, ensuring strong adherence to risk rating, monitoring, and watchlist practices.
• Collaborate with Independent Risk Management and senior stakeholders to ensure alignment on credit strategy, risk appetite, and regulatory expectations.
• Determine strategy and priorities for the team to meet complex business objectives across a multi-market region.
• Manage allocation of people and resources, ensuring effective coverage and scalable support for the East Region.
• Promote a high level of team engagement, accountability, and performance, while driving a culture of strong execution and continuous improvement.
• Develop and coach talent, building a high-performing team of credit approvers and future leaders.
• Support ongoing transformation initiatives, including centralized credit model evolution and technology enablement.

Senior Lead, Branch Performance Design & Insights

Associate Fiduciary Specialty Asset Manager

Branch Manager

Lead Java Software Engineer

Market Governance Specialist

International Platform Readiness Manager

International Platform Product Owner, Manager

UX Designer

Senior Administrative Assistant – Private Wealth

Lead Treasury Consultant – Global Payments, Liquidity

Lead Treasury Consultant – Global Payments, Liquidity

Lead Analytics Consultant

Lead Trade Finance Products Consultant

Bilingual Roving Personal Banker

Market Credit Leader, East Region