Wells Fargo

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

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

Product Manager

• Act as an advisor to senior leadership to develop or influence digital products, initiatives, plans, specifications, resources, and long-term goals for highly complex business and technical needs across a functional area within the Digital environment
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas or the enterprise
• 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
• Provide vision, direction and expertise to senior leadership on implementing innovative and significant digital business plans, programs and initiatives which have significant impact
• Strategically engage with all levels of professionals and managers across the enterprise
• Serve as an expert advisor to leadership

Senior Lead Digital Product Manager – Merchant Services

• Foster a strong agile discipline that inspires teams to continuously improve delivery.
• Drive execution and be accountable for all work coming out of the scrum team.
• Ensure stories, tasks, and defects meet Jira Hygiene standards.
• Lead feature refinement sessions to understand the problem, develop high-level solutions, and identify potential dependencies.
• Ensure user stories meet Definition of Ready (DoR) and Definition of Done (DoD).
• Leverage Jira reporting to monitor team performance and board health.
• Accept user stories after they have met the acceptance criteria and definition of completion.
• Collaborate and consult with peers, colleagues, and mid-level to senior managers to resolve issues and achieve goals.
• Influence and contribute to the capability roadmap development process.
• Lead the development and execution of complex digital business plans, programs, and initiatives.

Lead Digital Product Manager – Merchant Services

• Lead and develop the Lending Operations Capital Markets Document Negotiation team responsible for documentation support, execution, and related pre-close and post-close activities across applicable product lines
• Oversee the preparation, negotiation, execution, and tracking of legal documentation and related processes to support business objectives and client needs
• Identify and recommend opportunities to improve processes, strengthen controls, and address challenges within the functional area
• Engage and influence stakeholders, internal partners, and peers associated with the Lending Operations functional area
• Support documentation needs across multiple products and work closely with Front Office, Legal, Credit, Operations, and other business partners
• Determine appropriate team actions and priorities to execute documentation-related processes and meet business deliverables
• Oversee adherence to compliance standards, supervisory requirements, and internal policies and procedures
• Collaborate with peers and partners on complex documentation matters to support timely execution and mitigate transaction, legal, operational, and credit risk
• Partner with management in the development and administration of policies and procedures that govern documentation and operational processes
• Interact with internal and external stakeholders to support documentation processes and client service needs
• Manage allocation of people and financial resources for the Lending Operations Capital Markets Document Negotiation team to support business priorities and deliverables
• Develop and guide a culture of talent development to meet business objectives and strategy

Vice President, Commercial Real Estate – Lending Operations Manager

Financial Planning and Analysis

• Work with advisors daily providing investment risk data, reviewing investment strategies and benchmarks, and identifying key risk in client accounts.
• Conduct proactive reach outs to advisors to help them reduce investment risk in client accounts.
• Help train advisors on the use of analytic tools and firm resources, key investment risk controls, and the resolution to control alerts.
• Performs various moderately complex activities related to assessing portfolio risk exposures.
• Identify, assess, manage and mitigate current and emerging investment risk.
• Provides an aggregate view of portfolio risk and serves as a subject matter expert for measuring and managing investment risk.
• Consults and provides input into investment processes and governance.
• Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management.
• Utilizes multiple complex data sources; complies and mines sources to achieve data needs for analyses.
• Adheres to data management / data governance regulations and policies for data integrity.
• Lead or partner with the relevant business group to identify, assess, manage and mitigate current and emerging investment risk.
• Collaborate and consult with peers, colleagues and mid-level managers to resolve issues and achieve goals.
• Potentially lead projects and team initiatives to advance risk monitoring and/or serve as a guide for less experienced consultants.
• Consult and provide input into business processes, control execution, policies and procedure implementation and governance.
• Produces daily, monthly, quarterly and annual investment risk reports for Sr. Management.

Senior Investment Portfolio Control Consultant

Data 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 Data Engineer

Bilingual

• 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

Personal Banker, Bilingual Spanish

Risk

• Lead or participate in moderately complex initiatives and deliverables within Risk Asset Review Examination.
• Contribute, initiate, and recommend changes to the group's exam policies and standards.
• Assess the lending practices of the company’s commercial loans and securities investments.
• At times, serve as examiner-in-charge and direct a team of examiners that examines the company’s commercial lending businesses.
• Ability to perform duties as an examiner-in-charge for complex lines of business, including large corporate, asset-based lending, and capital markets.
• Interact with line of business senior management of complex lines of business.
• Ability to communicate and influence RAR’s examination findings to line of business senior management.
• Advise RAR management on ways to improve the examination process.
• Serve as a resource on RAR’s examinations of Wells Fargo’s commercial lending businesses.
• Evaluate credit administration practices, focuses on significant issues, and demonstrates sound credit judgment.
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements.
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals.

Senior Risk Asset Review Examination Specialist

Full-stack Engineer

• Act as a technical and architectural advisor to senior leadership for an enterprise GenAI and conversational platform, influencing design and implementation of highly complex applications, APIs, AI/ML integrations, streaming technologies, security controls, and cloud‑native platforms across multiple enterprise teams
• Lead strategy and resolution of complex, cross‑domain challenges involving GenAI, conversational platforms, API enablement, authentication/authorization, data domains (EDE), and enterprise compliance, delivering scalable, long‑term solutions
• Translate advanced engineering experience and a deep understanding of enterprise AI strategy, platform roadmaps, and business objectives into pragmatic, production‑ready technical solutions
• Provide vision and direction on GenAI adoption, including LLM integration patterns, prompt orchestration, model governance, observability, and responsible AI controls within an enterprise AI platform
• Drive architectural alignment for real‑time and near‑real‑time experiences, including streaming (e.g., HTTP 1.1 SSE), event‑driven integrations, and performance optimization for conversational entry points
• Partner closely with product, security, platform, and data teams to ensure enterprise AI solutions meet security, privacy, resiliency, and regulatory standards
• Maintain awareness of industry best practices in AI platforms, conversational systems, and cloud‑native engineering, recommending innovations that improve customer experience, developer productivity, and operational efficiency
• Strategically engage with engineering leaders, architects, and executives across the enterprise, serving as a trusted expert and thought leader for enterprise GenAI initiatives

Principal Engineer

• 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
• Leverage reporting and employee observations to gain insight into strengths and opportunities
• Demonstrate ownership by balancing growth, operational soundness, and talent decisions

Branch Manager – Inland Orange County District

Account Manager

• Independently, and in collaboration with Senior Relationship Managers, develop, retain, and grow moderately complex client relationships
• Lead or participate in the structuring, modification, and renewal of moderately complex cash flow and real estate loans
• Review, understand, and offer the full suite of moderately complex solutions offered by Wells Fargo to commercial clients
• Resolve moderately complex initiatives and guide team to meet deliverables within the Commercial Banking Relationship Management group
• Collaborate and consult with peers, colleagues, and mid-level managers to resolve client issues
• Drive relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines
• Support Business Development Representatives in sourcing new Commercial Banking clients
• Partner with Commercial Lending Product Management to provide feedback on client and market needs

Senior Commercial Banking Healthcare Relationship Manager

• Build lasting customer relationships through proactive, meaningful conversations
• Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
• Support everyday banking needs, including new account openings, service requests, and credit applications
• Perform cash handling and teller line activities
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists

Bilingual Personal Banker

• Own the product/platform strategy for receivables solutions including lockbox and check processing capabilities
• Define product vision, roadmap, and backlog priorities aligned to client needs, revenue growth, and platform modernization
• Lead initiatives to enhance check collections, remittance processing, and digital receivables capabilities
• Partner with technology teams using Scrum Agile methodology to deliver platform enhancements and integrations
• Drive vendor strategy and oversight for receivables services
• Identify opportunities to improve: Client onboarding and experience, Processing speed and accuracy, Exception handling and reconciliation workflows
• Collaborate with sales, operations, and client management teams to support complex commercial client relationships
• Ensure adherence to risk, compliance, and regulatory requirements (e.g., payments processing controls)
• Analyze market trends including: Decline of checks vs. persistence in key industries, Digital receivables and automation trends, Competitive and fintech landscape
• Lead cross-functional alignment across technology, operations, risk, and business stakeholders

Senior Product Manager – Treasury Receivables

General Counsel

• Serve as a legal advisor to the Regulatory Relations function, including support for the Confidential Supervisory Information program and relevant governance documents
• Provide guidance to stakeholders related to regulatory interaction best practices
• Research and analyze existing and proposed laws, regulations, and guidance related to the Company’s federal supervisory agencies and support advocacy on areas of importance to Wells Fargo
• Collaborate within the department and across business and staff functions to address legal and risk issues in a manner consistent with the best interests of Wells Fargo
• Proactively identify policy, legal, and regulatory matters pertaining to area of expertise, and evaluate the legal risk to and impact on the Company
• Apply cross-disciplinary or specialty expertise proactively to manage complex legal and regulatory issues
• Lead initiatives of varying scope and complexity
• Independently resolve moderately complex issues and lead teams to meet deliverables