Wells Fargo

Account Manager

• Develop, retain, and grow complex to highly complex client relationships through the art of relationship management, by understanding the needs and priorities of clients and financial decision makers, responding quickly, communicating proactively but strategically, managing expectations, and soliciting feedback; act as an advisor to guide and influence others in growing relationships.
• Act as an advisor to senior leadership to develop, influence, or lead the structuring, modification, and renewal of highly complex cash flow, real estate loans, and certain other industry specific solutions across groups and functions by analyzing financials, presenting to clients, and coordinating with internal stakeholders.
• Lead the strategy and resolution for full suite of highly complex solutions offered by Wells Fargo to commercial clients to meet highly complex and unique needs that require an in-depth evaluation across multiple areas of the enterprise, by engaging product organizations to develop client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions.
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions within the Commercial Banking Relationship Management group that are cross functional and companywide strategies.
• Strategically engage with all levels across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally; serve as an expert advisor to leadership and a mentor for less experienced colleagues.
• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems.
• Strategically support Business Development Representatives in sourcing new Commercial Banking clients, by cultivating relationships through existing networks.
• Partner with Commercial Lending Product Management to provide vision, direction, and expertise to leadership on client and market needs to enable the innovation, design, and delivery of credit solutions more effectively, including large-scale, cross-functional, or company-wide strategies.

Senior Lead Commercial Banking Relationship Manager

Procurement

• Establish e-business, procure-to-pay, environmental, and Strategic Sourcing cost reduction strategies to continually improve category effectiveness and efficiencies
• Customize legal contract language to proactively anticipate technology, market and business issues
• Control all aspects of negotiation and set negotiation strategy
• Support acquisitions including negotiation reassignment on high-risk contracts
• Participate in the review of closing agreements
• Lead projects required to ensure legal and regulatory compliance, as well as educate and act as a resource for Contract Analysts with regard to such issues
• Educate Contract Analysts and business partners on risk issues and handle vendor disputes
• Provide direction and guidance to less experienced staff
• Partner with business units to issue and evaluate Request For Proposals and to ensure successful implementation of agreements
• Partner with business units to ensure standard contracts include corporate requirements
• Establish and maintain a good rapport with executive management, vendors, and third-party lessors or manufacturers to optimize negotiation, savings and service improvements and problem resolution
• Act as a focal point for coordinating sourcing efforts across business entities

Senior Sourcing Consultant

Business Operations

• Lead the delivery execution office for the Payments Transformation program, ensuring the program is outcome driven and aligned with organizational objectives
• Oversee the establishment and governance of the program management office (PMO) with a strong emphasis on the transformation delivery agile practices and continuous improvement
• Provide JIRA governance ad execution oversight, ensuring best practices, automation, compliance and tool optimization and embedded across the complete program
• Build and lead global cross functional teams to delivery transformational change fostering a culture of accountability and innovation
• Develop, plan, and execute comprehensive communications strategies to support transformation delivery, ensuring stakeholder alignment, transparency and engagement at all levels
• Facilitate strategic planning and prioritization of transformation roadmaps, managing interdependencies and ensuring delivery against defined milestones and outcomes
• Oversee large scale technology and process modernization efforts including system replacements, integrations, and data migrations, with a focus on realizing business value
• Deliver executive level reporting and data driven updates, highlighting progress toward transformation outcomes and proactively addressing risks and issues
• Advise senior leadership on IT delivery methodology, governance process improvements, and change management strategies to accelerate transformation and maximize impact

Senior Lead Technology Business Systems Consultant

Financial Planning and Analysis

• Manage a team of engineering managers and engineering leads
• Focus on delivering commitments aligned to enterprise strategic priorities
• Build support for strategies with business and technology leaders
• Guide development of actionable roadmaps and plans
• Identify opportunities and strategies for continuous improvement of software engineering practices
• Provide oversight to software craftsmanship, security, availability, resilience, and scalability of solutions developed by the teams or third party providers
• Identify financial management and strategic resourcing
• Set risk management guidelines and partner with stakeholders to implement key risk initiatives
• Develop strategies for hiring engineering talent
• Lead implementation of projects and encourage engineering innovation
• Collaborate and influence all levels of professionals including more experienced managers
• Lead team to achieve objectives
• Interface with external agencies, regulatory bodies or industry forums
• Manage allocation of people and financial resources for Technology Strategic Leadership
• Develop and guide a culture of talent development to meet business objectives and strategy
• Evaluate highly complex business problems and provide subject matter knowledge proficiency for technology initiatives.

Infrastructure Director, Commercial Corporate & Investment Banking Technology

Manager

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business;
• This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
• Mentor and guide talent development of direct reports and assist in hiring talent

Branch Manager

• 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
• Collaborate with the Brokerage Support Manager and other support team members, as projects require, ensuring consistent and efficient execution of the firms Operational, Compliance policies and procedures
• Be responsible for execution of various approvals for the Support team including supervisory review and approval of operational transaction requests such as asset movement, account maintenance, order errors, document approvals and various remediation projects
• Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
• Support firm goals to drive adoption around key CRG ease of doing business initiatives across the market
• 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

Operations

• 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

Recruitment

• Lead or participate in planning and execution of Business Growth Strategy activities and projects that directly support or assist in implementation and optimization of efforts for growth opportunities in an assigned market
• Ensure adherence to compliance regulations and policies within Business Growth Strategy functional area
• Perform research within Business Growth Strategy functional area, identifying and selecting best channels and product combinations to improve effectiveness and efficiency of coverage in marketplace and to meet the unique needs of customers
• Develop strategies to enhance sales in a designated market and exercise independent judgment while developing expertise in Business Growth Strategy operations, policies, procedures and compliance requirements
• Lead a team to meet business objectives within Business Growth Strategy functional area
• Collaborate and consult with Business Growth Strategy managers, colleagues, stakeholders, bankers, brokers, and both business and community leaders, including internal or external customers to grow market share and meet customer needs
• Lead Business Growth Strategy projects and teams
• Serve as a mentor for less experienced individuals

Internal Advisor, Recruiter

General Counsel

• Advise on licensing, permissibility, and regulatory legislation impacting CIB, with a particular focus on the US
• Implement and interpret legislative and regulatory changes to ensure compliance and support business objectives
• Identify and advise on legal and regulatory risks across CIB cross-border transactions
• Advise on structuring cross-border products or services to comply with local legislation and regulatory requirements
• Advise on legal permissibility and provide regulatory guidance regarding development and maintenance of front-office cross-border operating models
• Support business units, LOB Legal, and other functions, including compliance and control teams, with actionable legal insights
• Provide regulatory advice on business and product development into new jurisdictions
• Participate in strategic initiatives and identify opportunities for process improvement and efficiency
• Advise on the impact of policy, legal, and regulatory changes on CIB operations and strategy
• Collaborate with functional colleagues, internal partners, and stakeholders to deliver integrated legal solutions
• Partner with business leaders and corporate management to develop and implement robust risk management programs.

Senior Counsel, Senior AVP – Cross Border Regulatory Advisory

Product Manager

• Manage global delivery of strategic FLOD surveillance/monitoring platform/tools
• Establish a robust surveillance framework through implementation of a trade surveillance platform, system controls and escalation framework
• Review 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
• Establish and build robust Quality Assurance framework for front line monitoring activities
• In-Depth/Pattern Analysis of specific high-risk alerts
• Calibration/Back testing of Surveillance models and scenarios
• Define requirements and Design next generation surveillance models
• 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 SMEs and managers at all levels and across multiple lines of business/support functions and serve as an experienced advisor to leadership
• Leading team meetings or steering committees to facilitate decision making and ensure implementation of recommendations and plans

Executive Director, Lead Front Line Transaction Monitoring Product Manager

• Act as an expert advisor to senior leadership to develop or influence products, initiatives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across the core solutions platform
• Provide vision, direction and expertise to senior leadership on implementing innovative and significant digital business plans, programs and initiatives which have significant impact
• Engage with Sales Segment Leaders, Clients, and other stakeholders to understand needs and define acceptance and value-added business services strategy
• Work closely with Business Enablement & Marketing to coordinate internal training and awareness + go-to-market strategy and ongoing client communications
• Understand the competitive landscape, emerging capabilities, existing pain points, etc. to inform the strategy
• Develop business plans, models, & justifications in support of product development & commercialization investment
• Deliver solutions that are long-term, large-scale and require vision, creativity, innovation, advanced analytical and inductive thinking
• Coordinate highly complex activities and guidance to others
• Foster a strong agile discipline that inspires teams to continuously improve delivery evidenced through key agility metrics
• Build frameworks for complex decision making that enable effective debate and accelerate getting to the right answer

Senior Lead Digital Product Manager – Merchant Services

• Lead operational and support functions for multiple business groups
• Drive efficiency, quality, and effectiveness across assigned processes
• Research and analyze business and operational trends
• Provide leadership and independent recommendations
• Support programs centered on risk mitigation and customer experience improvements
• Partner with leaders to build process flows, project plans, and new policies
• Manage cross-functional relationships for seamless implementation
• Assess regulatory, product, and system changes affecting credit card pricing
• Reconcile key data across systems for accuracy and integrity

Senior Business Systems Consultant, Credit Card Delivery and Pricing

Risk

• Define and Drive Data Management and Governance Tooling Strategy
• Modernization of Ecosystem
• Ensure Compliance and Risk Management
• Engage Stakeholders and Vendors
• Lead Global Teams
• Technical Leadership

Head of Enterprise Data Management and Governance Tooling

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business
• This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
• Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
• Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
• Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
• Mentor and guide talent development of direct reports and assist in hiring talent

Director

• Lead deal teams by coordinating with Originations, Relationship Management, Credit, and Product Partners to underwrite, document, and close new and existing senior secured asset-based loans or unsecured A/R purchase facilities for public and private companies, including sponsor-owned, ranging in size from $5MM to $1Bn+
• Analyze and understand collateral, historical and projected financial statements, cash flows, liquidity, relevant valuation metrics, and market significance
• Coordinate and drive the scope of due diligence including collateral focused field examinations; inventory appraisals; quality of earnings review; and background investigations
• Develop and maintain a positive relationship with prospective clients throughout the customer lifecycle
• Organize diligence meetings to assess the quality and strength of management and develop a deeper understanding of the borrower’s business, financial profile, and industry position
• Identify critical transactional and structural risks, complete in-depth diligence on critical focus areas, and propose situation appropriate mitigants or structuring alternatives
• Complete comprehensive credit approval and funding memos
• Present underwritten transactions to credit and senior management in a clear and concise manner with well-reasoned support
• Expertly structure loans and negotiate legal documents to ensure the transaction is appropriately documented in accordance with credit approval
• Manage client and internal constituents expectations throughout the approval and loan closing process through frequent and effective communication
• Accurately complete all compliance requirements including leverage lending, high risk borrowers, exception tracking, risk ratings, and financial crimes
• Oversee seamless onboarding of new clients in coordination with Relationship Management
• Actively engage on special projects, and as a mentor to junior team members

Senior Lead Commercial Banking Relationship Manager

Senior Sourcing Consultant

Senior Lead Technology Business Systems Consultant

Infrastructure Director, Commercial Corporate & Investment Banking Technology

Branch Manager

Branch Support Manager

Branch Operations Coordinator

Internal Advisor, Recruiter

Senior Counsel, Senior AVP – Cross Border Regulatory Advisory

Executive Director, Lead Front Line Transaction Monitoring Product Manager

Senior Lead Digital Product Manager – Merchant Services

Senior Business Systems Consultant, Credit Card Delivery and Pricing

Head of Enterprise Data Management and Governance Tooling

Branch Manager

Senior Lead ABL Underwriter – Executive Director