Wells Fargo

Account Manager

• Cultivate and expand complex client relationships across Colorado, serving as a trusted advisor and translating client priorities into forward-looking, data-driven strategies that influence key decision-makers.
• Advise executive leadership on the structuring, renewal, and optimization of sophisticated credit solutions (cash flow, real estate, and industry-specific), providing rigorous analysis, shaping deal strategy, and coordinating cross-functional execution.
• Partner with Business Development to originate new opportunities, leveraging established networks and industry relationships to expand market presence and accelerate growth.
• Collaborate with Product Management to inform credit strategy and innovation, aligning solutions to evolving client needs and driving competitive differentiation.
• Lead enterprise-wide solutioning by aligning Wells Fargo’s full suite of capabilities to client strategies, partnering across product and functional teams to deliver integrated outcomes.
• Provide strategic direction and subject matter expertise to leadership on high-impact initiatives, shaping cross-functional efforts that enhance client delivery and long-term growth.
• Strengthen enterprise execution by enhancing processes, managing risk, and resolving complex client issues, while serving as a senior representative in the market and mentoring emerging talent.
• Oversee relationship planning and pipeline management, ensuring disciplined execution, accurate forecasting, and insight-driven reporting.

Senior Commercial Banking Relationship Manager

Manager

• Underwrite new transactions as part of a team alongside a lead underwriter: build and sensitize financial models, size debt capacity and covenant headroom, produce in-depth credit analysis and write credit approval memoranda.
• Conduct diligence: synthesize data-room materials, financial statements, projections, and third-party reports; participate in Q&A; assess market dynamics competitive positioning and key risks/mitigants
• Evaluate legal documentation: review and comment on term sheets, credit agreements, intercreditor docs; align protections (e.g. covenants, baskets, events of default) with underwriting thesis
• Produce screening and approval memos: distill complex credit analyses into concise memos; clearly articulate the credit thesis, risks, mitigants, and recommended structure
• Coordinate closings: track conditions precedent, deliverables, and funding mechanics across sponsors, agents, legal, and internal operations; ensure accurate booking and documentation
• Portfolio Management: produce quarterly reviews, variance analyses, compliance checks, watch-list narratives, and ratings updates; recommend actions as performance shifts. Execute amendments & waivers, negotiate covenant resets/consents, and document credit rationale
• Monitor market and macro trends: track economic indicators, pricing, leverage, and covenant trends to inform underwriting and portfolio strategy
• Integrate AI tools into underwriting and portfolio workflows to streamline research, accelerate production, and drive innovation and efficiency

Mid-Corporate Portfolio Manager

• Develop, retain, and grow moderately complex client relationships
• Lead or participate in structuring cash flow and real estate loans
• Offer moderately complex solutions to commercial clients
• Resolve client issues while achieving business objectives
• Drive relationship planning activities

• Serve as the sales leader of the branch
• Accountable for acquiring, deepening and retaining customer relationships
• Lead, coach, and develop a team
• Foster an engaged, accountable culture

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 to provide customers a comprehensive experience
• Identify opportunities for making banking easier for customers through education
• Leverage reporting and employee observations to gain insight into strengths and opportunities
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions

• Supervise a team of Client Associates in transactional tasks and processes to ensure timely completion, quality, and compliance
• Advance organizational performance by increasing digital onboarding and money‑movement adoption while reducing operational support issues and documentation errors
• Lead market readiness for new digital tool through proactive oversight and strategic rollout support
• Identify opportunities for process improvement and risk control development in less complex functional areas
• Make day to day supervisory decisions and resolve issues related to team supervision, work allocation, and daily operations
• Leverage interpretation of policies, procedures, and compliance requirements
• Collaborate with the Market Support Manager, peers, colleagues, and mid-level managers as well as interact directly with external customers
• Manage allocation of people and financial resources for Brokerage Support
• Mentor and guide talent development of direct reports and assist in hiring talent
• Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates
• Act as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates in various aspects of operations, compliance, and technology
• Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, document approvals and various remediation projects
• Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
• Ensure Client Associates are trained in key CRG ease of doing business initiatives
• Visit branches across the Market to oversee operational/support practices and coach on operational risk

Branch Support Manager

Support Engineer

• Lead customer and client discussions for highly complex transactions and large-scale implementations while coordinating internal resources
• Review and analyze moderately complex business challenges requiring evaluation of multiple factors
• Prepare customized sales proposals, cost-benefit analyses, and pricing scenarios tailored to client needs
• Resolve moderately complex issues and guide teams to meet project deliverables while ensuring compliance with policies and procedures
• Collaborate with peers, cross-functional partners, and mid-level managers to resolve issues and drive business objectives
• Lead projects and initiatives, serving as a mentor and resource to less experienced team members

Senior Treasury Support Analyst – Mid Corporate – Global Payments, Liquidity

Security Engineer

• Review and correlate security logs
• Play a major role in phishing disruption efforts
• Lead or participate in computer security incident response activities
• Conduct technical investigation of security related incidents and post incident digital forensics
• Provide security consulting on projects for internal clients
• Design, document, test, maintain, and provide issue resolution recommendations for moderately complex security solutions
• Identify security vulnerabilities and issues, perform risk assessments, and evaluate remediation alternatives
• Collaborate and consult with peers, colleagues, and managers to resolve issues

Senior Information Security Engineer – Threat Disruptions

• 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, coordinated Wells Fargo 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

Financial Planning and Analysis

• Consult with the line of business and enterprise functions on financial reporting, information technology governance, and control oversight matters
• Identify compliance and risk management requirements and work with stakeholders to implement key risk initiatives
• Lead planning and execution of IT automated control testing, including control alignment, resource coordination, and testing strategy
• Oversee execution of Test of Design (TOD) and Test of Effectiveness (TOE), ensuring completeness, accuracy, and alignment to control objectives
• Provide technical interpretation of control design, system functionality, data flows, and IT dependencies, including root cause analysis of control deficiencies
• Lead implementation of complex projects with companywide impact
• Communicate and provide consultation to leadership across the enterprise
• Lead initiatives to identify control gaps, process inefficiencies, and opportunities for automation and control optimization
• Oversee and participate in business process walkthroughs, ensuring risks, controls, and documentation are aligned
• Challenge and refine control scope and testing approach based on changes in systems, processes, or risks
• Assess impacts of system or application changes on control design and testing
• Provide process and control support for governance and oversight projects
• Collaborate with peers, colleagues, and managers to resolve issues and achieve goals
• Align with Internal Audit, external auditors, and stakeholders on testing approach, documentation, and reliance strategies
• Identify and escalate control issues, testing delays, and stakeholder risks
• Support preparation and review of control issue documentation (e.g., issue memos)
• Oversee maintenance of key control systems and trackers to ensure data accuracy and completeness
• Provide guidance and mentorship, including workpaper review and feedback to ensure audit-ready quality

Lead Financial Controls Analyst

Bilingual

• support customers’ everyday banking needs through in-branch interactions
• completing transactions accurately while delivering a welcoming and reliable experience
• build foundational banking skills while learning about customers’ needs and introducing them to helpful products, services, and digital tools
• identify opportunities to support customers and connect them to the right banker for more detailed product conversations
• collaborate with branch teammates to keep daily operations running smoothly and deliver a consistent, high-quality customer experience

Bilingual Teller, Part Time

Operations

• Own execution of Wells Trade and UHNW servicing strategy initiatives in partnership with senior business leaders
• Lead structured current‑state process assessments to identify control gaps, process fragmentation, and legacy design risks across WIM Operations
• Evaluate end‑to‑end servicing workflows to reduce residual operational risk, manual error exposure, and dependency on non‑scalable or compensating controls
• Design and document end‑to‑end processes and detailed target operating models (TOMs) aligned to control standards and regulatory expectations
• Translate strategic objectives into actionable operating plans and future‑state solutions that improve control consistency across servicing channels
• Lead cross‑functional execution across Operations, Product, Technology, Risk, Legal, Compliance, and Control
• Drive clarity, prioritization, and risk‑aware decision making in complex, ambiguous environments
• Standardize and rationalize servicing processes to improve risk transparency, control ownership, and audit readiness, including form‑based and exception‑driven workflows
• Partner with Risk and Control teams to remediate structural process weaknesses, eliminate reliance on manual compensating controls, and reduce repeat issues
• Establish governance, ownership, and execution frameworks to support sustainable, well‑controlled operating models
• Prepare executive‑level materials, including current‑ vs. future‑state process assessments, operational risk themes, control considerations, and key dependencies

Lead Business Execution Consultant – WIM Operations

• Partner with relationship managers and other deal team members as a key client-facing member of the relationship team.
• Review, research, and recommend solutions for highly complex and unique challenges requiring in-depth evaluation of multiple factors.
• Deliver solutions which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others.
• Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership.
• Make decisions and recommendations in complex and multifaceted situations requiring exceptional understanding of the function, policies, procedures, and compliance requirements that influence and lead the broader work team to meet deliverables and deliver client solutions.
• Collaborate and consult with Commercial Banking peers, colleagues, and mid- to high-level managers to resolve issues and achieve goals.
• Lead projects, teams, or serve as a peer mentor.
• Manage the credit needs of a portfolio of complex Middle Market (primarily Investor Real Estate ("IRE")) clients and prospects.
• Monitor assigned portfolio of credit commitments to ensure on-going compliance with loan agreements, covenants and payoff requirements and resolve problem accounts in partnership with deal teams.
• Determine the credit worthiness of prospective clients by analyzing financial statements, projections, appraisals, meeting and interviewing the prospective client’s management team, analyzing and obtaining a detailed understanding of the prospective client’s cash flows and balance sheet, leverage and key risks.
• Prepare, review and edit credit memos and present recommendations to senior approvers.
• Negotiate appropriate terms and conditions for the largest and most complex transactions, and work with deal teams to ensure appropriate documentation is in place.
• Identify critical transactional and structural risks and propose appropriate structuring alternatives to mitigate those risks.
• Ensure compliance with all policy and regulatory requirements.

Senior Lead Commercial Banking Portfolio Manager

Full-stack Engineer

• Define observability strategy
• Establish standards, patterns, and designs for monitoring distributed data systems
• Drive adoption of tools such as Grafana, Splunk, Prometheus, and OpenTelemetry
• Enable end-to-end visibility
• Instrument ETL pipelines, integrations, and APIs with metrics, logs, and traces
• Build dashboards for data flow health, latency, throughput, and error tracking
• Monitor data movement across SaaS, hybrid, and on-prem environments
• Strengthen data reliability
• Implement proactive alerting for pipeline failures, latency spikes, and data integrity risks
• Identify and isolate issues across multi-step data hops and integrations
• Partner with data engineering teams to embed observability into ETL frameworks (Airflow, Informatica)
• Lead incident response and problem resolution
• Drive triage for high-severity data and platform incidents
• Distinguish root causes across data, platform, and vendor layers
• Perform root cause analysis and implement long-term fixes
• Develop runbooks and playbooks for repeatable issue resolution
• Manage change and vendor coordination
• Ensure observability readiness for vendor patches, hotfixes, and configuration changes
• Validate monitoring coverage post-change to maintain visibility and alert accuracy
• Participate in change advisory processes and track vendor release cycles
• Document change impacts and lessons learned for audit and compliance
• Drive automation and continuous improvement
• Automate observability setup for new pipelines and integrations
• Implement anomaly detection and predictive alerting
• Continuously refine dashboards, thresholds, and alert logic based on trends
• Influence architecture and engineering practices
• Partner with Enterprise Architecture and engineering teams to align solutions with standards
• Advocate for scalable, observable system design across Marketing Technology
• Contribute to technology strategy and roadmap decisions
• Share responsibility for production support of critical data flows and applications
• Improve key metrics such as availability, time to detect, and time to recover
• Promote SRE practices including SLIs, SLOs, and error budgets

Senior Commercial Banking Relationship Manager

Mid-Corporate Portfolio Manager

Senior Commercial Banking Relationship Manager

Branch Manager

Branch Manager

Branch Support Manager

Senior Treasury Support Analyst – Mid Corporate – Global Payments, Liquidity

Senior Information Security Engineer – Threat Disruptions

Branch Manager

Lead Financial Controls Analyst

Bilingual Teller, Part Time

Lead Business Execution Consultant – WIM Operations

Senior Lead Commercial Banking Portfolio Manager

Branch Support Manager

Principal Engineer – Marketing Technologies