Wells Fargo

Customer Support

• Provide support for a portfolio of customers
• Work with business client managers to maintain a portfolio of accounts
• Oversee overall customer experience
• Produce loan reports and forms related to initiation of the documentation process
• Assist in financial statement analysis for non-complex relationships
• Handle customer issues and assist in decisions with business client managers
• Evaluate profitability and risk of designated portfolio
• Help with customer associated risk management
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive directions from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Business Relationship Support Representative

Operations

• Manage the activities of a subset of the DI Credit Execution Team responsible for pre-closing and post-closing tasks associated with facilitating corporate credit processing.
• Assist in managing the allocation of resources to support credit onboarding activities.
• Aid in making decisions and resolve issues regarding resources, objectives, and operations of the DI Credit Execution team.
• Partner with loan closing/funding operations and servicing team to develop strong working relationships and resolve booking issues.
• Collaborate and consult with CIBLO peers and multiple level managers.
• Ensure compliance with all applicable regulatory and Wells Fargo rules, policies, and regulations.
• Collaborate extensively with Portfolio Management, Delivery Consultants, Control, Compliance, and Risk teams.
• Participate in the formulation and implementation of new and revised procedures, policies, controls and guidelines.
• Support the management of various reports, remediation efforts and other ancillary projects as needs arise.
• Manage and develop a team of individual contributor roles.
• Mentor and guide talent development of direct reports and assist in hiring talent.

Middle Office Credit Execution Manager – CIB Lending Operations

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 solutions
• Use branch manager routines to build individual capability and deliver consistent coaching
• Partner closely with internal sales partners to maximize relationship depth and branch performance
• Identify opportunities for making banking easier through education and demonstration of digital options

Branch Manager

Product Manager

• Manage global delivery of strategic FLOD surveillance / monitoring platform / tools.
• Establish a robust surveillance framework for Equity products through implementation of a trade surveillance platform, system controls and escalation framework
• Review of market making and Automated Client execution activity, to assess monitoring requirements
• Manage relationship with front office, Implementation team and technology team/data deliverables for Transaction monitoring
• Provide Market Integrity training to BAU monitoring teams and business Supervisors (e.g. Sales and Trading Desk heads)
• Establish and build robust Quality Assurance framework for front line monitoring activities
• In-Depth / Pattern Analysis of specific high-risk alerts across a variety of Equity trading workflows (order driven, RFQ driven, algo trading, etc.)
• Calibration / Back testing of Surveillance models and scenarios
• Define requirements and Design next generation surveillance models that can be used by first line
• Creation of Procedures and System Controls to ensure sustainable controls are documented in line with Wells Fargo’s risk Management Framework
• Manage Model Calibration process to reduce false positives and calibration process documentation/evidence
• Engage with peer SMEs and internal resources at all levels and across multiple lines of business/support functions and serve as an experienced advisor to leadership
• Provide vision, direction, and expertise to leadership for implementing innovative and significant business solutions that are large scale, global and cross organizational.

Vice President, Front Line Transaction Monitoring Product Owner – Equities

• Lead a variety of pre-close activities for moderately complex to complex commercial loans, including coordinating all aspects of loan closings.
• Accurately evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures, and regulatory requirements.
• Document and coordinate legal activities for loan documentation that may also include documentation purchased from third party sources, with internal staff and the Corporate Legal group.
• Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards.
• Review and navigate complex legal documentation, evaluate risks, develop strategies to mitigate documentation risk and identify procedural modifications.
• Serve as an escalation point in the resolution of client issues.
• Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes.
• Identify activities of the team to ensure conformity with established procedures.
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.
• Interact with internal customers. Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.

Senior Commercial Loan Closing Specialist – CIB Lending Operations

Backend Engineer

• Provide advanced technical expertise for the planning, analysis, design, implementation, maintenance, and control of MongoDB, PostgreSQL, and YugabyteDB database platforms.
• Partner with DBA teams, architecture, Scrum Masters, product teams, and supporting organizations to deliver efficient, scalable, and consistent solutions.
• Support successful sprint and release planning using Agile methodologies.
• Support successful execution of complex and high-impact database initiatives, often involving multiple disciplines and business groups, including architecture, integration, and data modeling.
• Perform deep-level troubleshooting and problem resolution for complex database issues, driving root-cause analysis and preventive improvements.
• Recommend improvements to application and database processing, performance, and design.
• Act as a trusted technical advisor, consulting with application and platform teams to influence enterprise-level database architecture and strategy.
• Evaluate, design, and validate next-generation database technologies and contribute recommendations toward future platform direction.
• Manage multiple priorities and competing deadlines; participate in on-call rotations and provide production support when required.
• Communicate effectively with management, application teams, vendors, and systems administrators.

Senior Database Engineer

Full-stack Engineer

• Lead the design and architecture of robust and efficient, cloud-native applications using modern frameworks and technologies
• Do hands-on coding and software development to create high-quality, scalable applications
• Lead technical design discussions and provide architecture thought leadership to the team
• Ensure best practices in coding, architecture, and security are followed
• Collaborate with cross-functional teams to deliver solutions that meet business needs
• Stay abreast of emerging technologies and industry trends to drive innovation
• Mentor and guide junior engineers, fostering a culture of continuous learning and technical excellence
• Champion the implementation of SOLID principles and software engineering best practices across the codebase
• Collaborate with senior management and traders to understand business requirements and translate them into technical solutions
• Drive technical decision-making and provide thought leadership in architecture reviews and design discussions
• Ensure high standards of code quality, performance, and maintainability through rigorous code reviews and testing practices
• Provide technical support and resolve issues related to supported applications
• Create test data and conduct interface and unit tests
• Design, code, test, debug, and document programs using Agile development practice

Principal Engineer – Primary Markets Bookbuilding Systems

• Provide strong, inclusive leadership to build and retain a high‑performing team
• Establish clear expectations, and manage 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
• 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 through education and demonstration of available digital options
• Leverage reporting and employee observations to gain insight into strengths and opportunities for team performance

• 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

• Lead, manage and develop a team of branch managers to ensure an exceptional customer and team experience
• Identify and recommend process improvement opportunities to partners
• Determine appropriate strategies and actions of the regional banking team to meet the regional branch objectives
• Interpret and deploy branch performance objectives, and lead transformational changes in the region
• Collaborate with partners, peers, and other leaders to understand the trends in the business
• Manage allocation of people and financial resources for Regional Banking
• Develop and guide a culture of talent development to meet business objectives and strategy

Senior 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 for a comprehensive customer 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

• 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 focused on customer financial needs
• balance growth objectives with strong operational risk management

Risk

• Lead complex initiatives designed to mitigate fiduciary risk issues
• Assess, analyze, and design complex controls and protocols
• Make decisions in multifaceted situations affecting business operations
• Collaborate and consult with peers and managers on emerging risks
• Act as liaison for the business with external parties
• Lead projects or initiatives and mentor peers

Lead Fiduciary Risk & Controls Consultant

• Lead or participate in database management activities including designing highly complex logical and physical databases
• Lead highly complex data modeling, mapping, integration, and capacity planning efforts
• Perform the planning, research, design, implementation, maintenance, and control of server class databases
• Design and implement security solutions including Center for Internet Security benchmarks and auditing
• Design and certify next generation database technologies, including AI-enabled database platforms and automation frameworks
• Leverage AI-assisted tools to automate routine database operations such as health checks, patching validation, performance tuning recommendations, and incident triage
• Utilize predictive analytics and machine learning insights to proactively identify performance bottlenecks, capacity constraints, and failure risks
• Consult with and advise management and multiple clients on high impact data or database management issues, influencing strategic direction
• Provide technical leadership and recommendations into the future direction of database technology, including adoption of AI-driven database management solutions
• Develop management policies, procedures, standards, and best practices, incorporating intelligent automation and data-driven decision-making
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

• 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.