Wells Fargo

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

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• 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

Personal 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.

• 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

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 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 Spanish Personal Banker

Manager

• 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

Associate

• Own day-to-day support and servicing for a portfolio of CIB clients, acting as a key point of contact for onboarding and operational needs
• Lead end-to-end onboarding and account opening processes for new client relationships, coordinating across legal, compliance, credit, and operations partners
• Partner with Relationship Managers, Global Payments & Liquidity partners, and product teams to deliver a seamless and high-quality client experience
• Proactively identify, escalate, and resolve client issues by navigating internal stakeholders and driving timely outcomes
• Build and maintain strong working relationships across cross-functional teams to support efficient execution and shared results
• Ensure accurate and timely completion of client requests while meeting service level expectations and regulatory requirements
• Exercise sound judgment while developing expertise in processes, policies, and compliance frameworks
• Identify and implement process improvements leveraging data, automation, and AI-enabled tools to enhance efficiency and client experience

Associate, Client Delivery

Bilingual 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 Premier Banker

• 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 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
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk

• 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.

Product Manager

• Develop or influence strategy, product requirements, and evaluations of new product features and product expansions, measurement of impact of new product launches and capabilities
• Use data and cost benefit analysis to inform product roadmap and features
• Collaborate with Relationship Management and Sales team to drive merchant adoption of the Point of Sale/Retail Financing product
• Perform market, industry, and competitive analysis to identify trends, issues and opportunities associated with Point of Sale/Retail Financing
• Develop and leverage consumer and merchant segmentation analysis, behavior analysis, voice of customer analysis to inform product roadmap and features
• Identify growth and expense optimization opportunities across all P&L levers, helping to drive and implement those opportunities in collaboration with cross functional teams

Lead Product Manager – Point of Sale Financing

AI Engineer

• Define and execute the vision, strategy, and roadmap for AI, automation, and intelligent workflows across HR
• Identify opportunities to improve employee experiences, decision-making, and operational effectiveness through AI-enabled solutions
• Assess current-state capabilities, design future-state experiences, and develop strategies that accelerate transformation
• Translate enterprise priorities into scalable products, platforms, and capabilities that create value across HR
• Drive the development of reusable AI, automation, orchestration, and workflow capabilities that support enterprise-wide adoption
• Establish product strategies that leverage vendor platforms while identifying opportunities for differentiated, custom-built solutions
• Evaluate emerging technologies, AI platforms, automation tools, and data capabilities to determine optimal solutions and investments
• Own product vision, roadmap prioritization, business cases, and value realization, delivering measurable business outcomes
• Partner across HR, Technology, Engineering, Architecture, and Data Science to deliver innovative, user-centric solutions and drive adoption
• Establish governance, operating models, success metrics, and responsible AI practices that balance innovation, risk, compliance, and sustainable growth

Relationship Banker

Personal Banker

Relationship Banker

Personal Banker

Bilingual Spanish Personal Banker

Branch Manager

Associate, Client Delivery

Bilingual Personal Banker

Personal Banker

Senior Premier Banker

Senior Premier Banker

Branch Manager

Branch Manager

Lead Product Manager – Point of Sale Financing

Senior Lead Product Manager – Agentic AI, Automation