Wells Fargo

Financial Planning and Analysis

• Prepare detailed cash flow analysis to support transaction execution
• Create pitch books
• Draft responses for Requests for Proposals (RFPs)
• Lead due diligence meetings
• Work closely with internal and external counsel to negotiate legal documentation
• Work closely with analysts and internal partners to manage internal compliance requirements
• Maintain client relationships; including screening potential finance solutions
• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in policies, procedures and compliance requirements

Associate, Public Finance – Not-for-Profit Healthcare

• Develop and maintaining municipal financial models
• Work closely with senior bankers to prepare presentations and other materials for clients
• Perform comprehensive and in-depth client and industry research
• Participate in strategic planning and assisting in the execution of underwriting services
• Conduct financial and credit analysis, preparing credit packages, and monitoring existing deals
• Participate in client meetings, due diligence visits, and other client interactions to gain exposure to key executives and senior bankers
• Recommend potential financing opportunities

Analyst, Public Finance – Not-for-profit Healthcare

Financial Crime

• Lead or participate in highly complex initiatives and investigations.
• Investigate, research, examine, and report complex financial crimes transactions, policy violations and suspicious situations with high levels of risk.
• Develop, foster and conduct regular outreach to Law Enforcement to better understand the underlining predicate for Consortium investigations.
• Lead multiple WF and Consortium member bank members to conduct highly complex driven projects.
• Conduct internal WF Consortium and 314(a) predicated investigations.
• File complex SARs with FinCEN on behalf of WF.
• Draft and compile a robust, comprehensive investigative Consortium Report (Joint Analysis) synthesizing your investigative findings, trends discovered and risk concerns for WF.
• Present investigative findings to executive members within WF: to include the BSA Officer, AMLFI Executives, SAR Review Working Group members, Business Advisory Leaders and other internal stakeholders.
• Perform investigative research, root cause assessment and consulting regarding highly complex financial crimes transactions, policy violations and suspicious situations with moderate to high risk.
• Perform detailed examination of data to detect transactional and relationship patterns, trends, anomalies, schemes and risks across multiple businesses or products.
• Partner closely with leadership to develop strategies to minimize financial crime portfolio risk.
• Provide leadership within the team.
• Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals.
• Provide executive and business advisory leaders briefings on investigative findings and trends impacting WF.

Senior Financial Crimes Specialist

Architect

• Act as an advisor to senior leadership to develop the architectural framework & delivery for highly complex business and technical needs across multiple groups
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas or the enterprise, delivering products and solutions that are long-term, large-scale, and require vision, creativity, innovation, advanced analytical and inductive thinking
• Provide vision, direction, and expertise to senior leadership on implementing the transformation strategy describing the current state, target state, and transition architecture
• Develop and influence strategic plans, investment planning, and execution on cutover strategies to target
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an architectural domain expert advisor to leadership
• Drive target investments towards target technologies and rationalize spend, total cost of ownership, and return on investment
• Ensure applications adhere to established Wells Fargo standards, policies, methodologies, and industry best practices as it transforms toward target state architecture
• Drive the definition, establishment, selection of strategic tools, and application of architecture frameworks
• Maintain knowledge of industry best practices and new technologies and recommends innovations that enhance operations or provide a competitive advantage to the organization and can influence internal and vendor roadmaps in a significant capacity

Data & Analytics Principal Architect

Risk

• Conduct ongoing monitoring to ensure conformity with internal policies, applicable laws and regulations
• Supervise the activities of representatives (e.g., financial advisors) to ensure compliance with FINRA and SEC rules and regulations
• Implement and monitor policies and procedures
• Provide regular reporting to Governance Leadership, Markets and Division
• Make decisions and resolve issues regarding compliance, supervision policies, practices, hiring, disciplinary actions, and training
• Monitor sales review activities and develop training plans within CRG

Senior Supervisory Control Specialist

Account Manager

• Conduct market and competitor research to help identify potential business development and partnership opportunities across Cards and Personal Loans
• Support collaboration with business leadership and cross-functional partners to align partnership opportunities to business-defined priorities and strategies, with a focus on delivering card product benefits and loyalty services
• Assist in preparing clear, compelling outreach and pitch materials to prospective partners
• Support partnership discussions and negotiations by helping develop business cases, deal constructs, and preliminary financial analyses
• Coordinate with internal stakeholders to support partnership hand-offs following deal approval
• Assist with governance, risk, and control activities related to partnership evaluation, approval, and execution

Business Development & Partnerships Consultant – Cards and Personal Loans

Manager

• develop high-performing Branch Managers
• drive sustainable sales and growth
• deliver strong customer and employee experience
• monitor feedback and resolve escalated concerns
• promote an inclusive and engaging environment

District Senior Manager

Customer Support

• Identify opportunity for process improvements within the customer service functional area.
• Review and analyze basic or tactical assignments related to Customer Service deliverables, prepare marketing proposals, and assist with special projects relating to product conversions and new product development.
• Present recommendations for resolving low to moderately complex situations and exercise some independent judgment while developing expertise in the policies, procedures, and compliance requirements.
• Provide information to functional colleagues, internal partners, and stakeholders, including internal or external customers.
• Proactively manage your own queue of Add Locations requests for internal Sales and Sales Support people for Wells Fargo Merchants.
• Utilize analytical thinking to evaluate submissions and ensure clear direction prior to managing the data entry process for onboarding a new MID.

Business Relationship Support Representative – Merchant Services Onboarding Operations

Operations

• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives.
• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics.
• Determine areas of strength or Business Execution opportunity within defined scope of work.
• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations.
• Utilize independent judgment to guide moderate risk deliverables.
• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business.
• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business.
• Collaborate and consult with leaders and executive management.
• Provide work direction to less experienced Strategy and Execution staff.

Business Execution Consultant – Merchant Services Onboarding Operations

Business Operations

• Lead complex initiatives to provide technological solutions with broad impact for cross functional businesses and technology teams
• Act as a key participant in providing strategic business solutions to companywide technology initiatives
• Evaluate highly complex business problems and provide subject matter knowledge proficiency for technology initiatives
• Define and lead detailed research on business and technology requests to develop efficient and accurate functional requirements
• Make decisions in highly complex and multifaceted situations requiring solid understanding of domain and technology applications, and which influence companywide technology solutions
• Lead project or systems documentation, and monitor and manage project schedules and deliverables
• Collaborate and consult with business and technology teams to provide comprehensive technological solutions for complex business problems
• Ensure communication and information flow between business and technology teams

Lead Technology Business Systems Consultant

• 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.

Branch Manager

Full-stack Engineer

• Lead, design, develop, test and implement applications and system components, tools and utilities, models, simulation, and analytics to manage complex business functions using sophisticated technologies
• Write high-quality, performant Java code using object-oriented principles and design patterns
• Solve complex problems requiring a solid grasp of business domains
• Ensure quality, maintainability, and extensibility of supported systems and risk applications
• Resolve coding, testing, and platform issues of a technically challenging nature
• Lead team to ensure compliance and risk management requirements for supported area are met and work with other stakeholders to implement key risk initiatives
• Mentor less experienced software engineers
• Collaborate and influence all levels of professionals including managers
• Leverage GenAI tools to produce high-quality code and maintain high productivity
• Keen eye to look at various technology processes and come up with proposals to solve it using AI technologies

Lead Specialty Software Engineer

DevOps Engineer

• Act as an advisor to leadership to develop or influence applications, network, information security, database, operating systems, or web technologies for highly complex business and technical needs across multiple groups
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas or the enterprise, delivering solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking
• Translate advanced technology experience, an in-depth knowledge of the organizations tactical and strategic business objectives, the enterprise technological environment, the organization structure, and strategic technological opportunities and requirements into technical engineering solutions
• Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions
• Maintain knowledge of industry best practices and new technologies and recommends innovations that enhance operations or provide a competitive advantage to the organization
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an expert advisor to leadership

Principal Engineer, Cybersecurity SRE

• Act as a Business Execution advisor to leadership to drive direct and indirect channel performance and initiatives
• Develop and implement executive-ready updates to key stakeholders and senior management
• Lead strategy and resolution of highly complex business execution challenges that require solid analytical skills
• Provide vision, direction, and expertise to senior leadership on scaling indirect channel growth within Merchant Services
• Deliver large-scale solutions across matrixed organization
• Lead team meetings governance forums, and steering committee to facilitate decision making
• Strategically engage with all levels of professionals and managers across multiple lines of businesses
• Provide direction to cross-functional teams to progress partner initiatives from intake through certification/enablement
• Drive business development execution for the indirect sales channel by assessing current partner usage
• Identify growth opportunities, and prioritize partners aligned to Merchant Services strategy
• Evaluate and recommend opportunities for certification to existing Merchant Services platforms

Strategic Partnerships Lead – Indirect Channel Growth

• 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