Wells Fargo

Manager

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business;
• 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

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
• Implementing and Administering Business Routing Rules on F9 Cloud Platform
• Define requirements by writing epics and user stories, support agile development (acting as a proxy Product Owner), and coordinate testing (SIT and UAT), production rollout, and change enablement

Lead Technology Business Systems Consultant, Cloud Contact Center

Account Executive

• Drive new business development of electronic receivables and merchant services solutions for middle market clients
• Lead complex, cross‑functional sales initiatives with broad market impact
• Build strong internal partnerships to expand merchant services penetration and brand awareness
• Execute consultative sales strategies aligned to client needs and revenue objectives
• Present effectively to C‑level client executives and internal senior leadership
• Mentor and support less experienced sales professionals
• Contribute to product enhancements and identify opportunities for business process improvements
• Actively share market insights and collaborate within a high‑performance team environment

Middle Market Commercial Banking Merchant Payment Product Sales Consultant

Engineering Manager

• Manage, coach, and develop a team or teams of engineering managers and experienced engineers in specialized domain areas, in roles with moderate complexity and risk responsible for building high quality capabilities with modern technology
• Ensure adherence to the Banking Platform Architecture, and meeting non-functional requirements with each release
• Define and execute Wells Fargo’s surveillance technology strategy in alignment with compliance and supervisory mandates. Partner with Compliance, Surveillance, and Front Office stakeholders to deliver scalable, automated, and regulator-ready solutions.
• Lead a global team of engineers and data analysts to design, build, and enhance surveillance platforms across multiple asset classes.
• Improve alert quality and detection logic using machine learning and modern data engineering.
• Ensure data governance and accuracy across surveillance ecosystems.
• Oversee platform scalability and integration with vendor/in-house systems (e.g., Actimize, Protegent Trade Compliance, Nasdaq SMARTS, TradingHub).
• Champion Agile and DevOps practices, fostering a culture of experimentation, continuous improvement, and engineering excellence.
• Promote a growth mindset across the team—encouraging curiosity, learning from setbacks, and embracing change as a catalyst for innovation.
• Manage allocation of people and financial resources, including hiring, mentoring, and career development of specialized engineering talent.

Surveillance Engineering Manager

Bilingual

• Portfolio Management: Monitor and analyze credit product performance across partner programs, ensuring alignment with risk appetite and profitability targets.
• Client & Partner Relationships: Participate in building and maintaining effective relationships with program partners and internal coverage teams, sharing relevant insights and collaborating on strategic opportunities.
• Financial & Risk Analysis: Review and analyze client portfolios for key metrics such as cash flow, liquidity, leverage, working capital, debt coverage, collateral, and repayment sources to support underwriting and periodic reviews.
• Recommendations & Judgment: Present recommendations for resolving complex situations and exercise independent judgment while developing expertise in policies, procedures, and compliance requirements.
• Deal Support & Gap Analysis: Partner with senior peers on individual deals and client relationships to identify gaps, understand client businesses and financial positions, and execute opportunities for modifications, renewals, and refinancings.
• Portfolio Reviews & Risk Management: Participate in regular portfolio reviews to manage risk and lead problem loan resolutions where applicable.
• Product Feedback: Partner with product management teams to provide feedback on tools and processes that improve delivery of credit solutions and meet client and market needs.
• Client Servicing: Collaborate with senior peers and functional partners to resolve client servicing requests and inquiries related to credit products.

Bilingual Credit Product Portfolio Specialist

Artificial Intelligence

• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
• Work independently to make recommendations for support function by providing support and leadership
• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
• Collaborate and consult with team leaders in developing project plans, policies and procedures
• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners

User Acceptance Testing Coordinator

Consultant

• Assist Sr. Treasury Management Consultant, relationship managers and business bankers by developing and executing a strategy to retain and fully penetrate existing relationships
• Review and analyze basic operational assignments that require research, evaluation, and selection of alternatives, and exercise independent judgement to guide medium risk deliverables within Treasury Management Consulting functional area
• Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements
• Collaborate and consult with Treasury Management Consulting colleagues, internal partners, and stakeholders, including internal, as well as external customers within Treasury Management Consulting functional area

Treasury Management Consultant

Financial Planning and Analysis

• Supporting financial analysis and contributing to transaction execution
• Conducting company and industry research
• Assisting in the preparation of client materials and pitch presentations
• Participating in diligence sessions, client meetings, and internal discussions
• Collaborating with senior bankers across sectors and geographies

Summer Internship – Investment Banking

Research Analyst

• Conduct Operational Due Diligence research on new and existing investment firms on GMR’s list
• Assist investment analysts in sourcing and adding strategies to GMR’s recommended list
• Evaluate third party investment firms through an operational lens
• Draft communications to the field, including communications related to changes in money manager ratings, manager updates and topical white papers
• Perform risk analysis on third-party investment firms
• Cover a universe of third party investment firms, following GMR’s stated process.

Senior Retail Investment Research Analyst – Operational Due Diligence

• Be responsible for the management of a portfolio of commercial real estate loans within Community Lending & Investment (CLI), our primary CRE balance sheet lending platform for multifamily-affordable housing.
• Work closely with the Portfolio Manager to jointly analyze and underwrite new loan opportunities, utilizing a combination of market research, internal portfolio data, client information, and third‑party insights.
• Review and make recommendations for approval (or denial) of loan requests, extensions and modifications.
• Collaborate with senior management and coverage bankers to develop strategies around relationship optimization and deal level execution.
• Interface with customers to assist in identifying needs and maintaining strong relationships.
• Perform both sponsorship and loan level financial analysis.
• Complete in-depth property level analysis and market research.
• Present and advocate to credit committee for approval of loans.
• Work with outside counsel, internal compliance, and our loan closing teams to close modifications and new loans including review of third-party reports and loan documentation.
• Review and approve construction loan draws.
• Conduct quarterly and annual portfolio reviews to identify potential concerns.
• Conduct property tours / site visits.
• Maintain an in-depth knowledge of the local commercial real estate market.

Commercial Real Estate Portfolio Manager

Product Manager

• Define and prioritize product features and capabilities that align with business goals and customer needs
• Lead the end-to-end product lifecycle, from ideation to launch, for technology solutions
• Exercise independent judgment to guide low – medium – high complexity deliverables
• Leverage your understanding of modern tech stacks (e.g., cloud-native architectures, microservices, APIs, CI/CD pipelines) and effective user interfaces to partner with technology teams to ensure solutions meet the needs of the business now and into the future.
• Work closely with cross-functional teams, including business stakeholders, engineers, and designers to translate business requirements into technical specifications and actionable user stories
• Effectively collaborate with technology team to drive clarity, provide input on proposed technology solutions, and ensure successful delivery
• Create detailed process flow diagrams, user experience mockups, and other artifacts to effectively capture and ensure alignment on details with stakeholders
• Lead agile ceremonies, including sprint planning, daily stand up, backlog grooming, and retrospectives, to ensure timely and high-quality delivery of product features
• Clearly define stories, features and acceptance criteria for sprint deliverables
• 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
• Understand customer pain points and convert them into actionable problem statements and solutions
• Help improve UX/UI in experiences where relevant by effectively partnering with designers
• Ensure product solutions comply with bank’s legal, risk, compliance and regulatory requirements by effectively partnering with experts for guidance and advice.

Lead Product Manager – Auto Originations

• Act as the primary resource for advisors using eMoney, providing guidance on best practices for financial planning and data integration.
• Conduct onboarding sessions and ongoing training for advisors and support staff on eMoney features and updates.
• Troubleshoot technical issues and liaise with eMoney internal support when necessary to resolve complex problems.
• Assist advisors in building and customizing financial plans, including cash flow analysis, retirement projections, and scenario modeling.
• Monitor platform usage and identify opportunities to improve adoption and utilization.
• Stay current on eMoney enhancements and industry trends to ensure advisors receive cutting-edge solutions.
• Collaborate with internal teams (IT, Compliance, Operations) to ensure seamless integration of eMoney with other systems.
• Present complex plans with Advisors to clients.

eMoney Advisor, Planning Consultant

• Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex business and technical needs across groups and functions
• Lead the strategy and resolution of highly complex and unique challenges requiring in-depth evaluation across multiple areas of the company
• Deliver solutions that are long term, large scale, which require vision, creativity, innovation, advanced analytical and inductive thinking, coordination of highly complex activities, and guidance to others
• Provide vision, direction, and expertise to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within Commercial Banking Portfolio Management functional area
• Engage with Commercial Banking Portfolio Management professionals and managers across the company and serve as an expert advisor to leadership

Branch Manager

Lead Technology Business Systems Consultant, Cloud Contact Center

Middle Market Commercial Banking Merchant Payment Product Sales Consultant

Surveillance Engineering Manager

Bilingual Credit Product Portfolio Specialist

User Acceptance Testing Coordinator

Treasury Management Consultant

Summer Internship – Investment Banking

Summer Internship – Investment Banking

Senior Retail Investment Research Analyst – Operational Due Diligence

Summer Internship – Investment Banking

Commercial Real Estate Portfolio Manager

Lead Product Manager – Auto Originations

eMoney Advisor, Planning Consultant

Senior Lead Commercial Banking Portfolio Manager