Wells Fargo

Product Manager

• Conduct market research and market results-oriented analysis for major products and services
• Review and analyze complex major product lines and services
• Implement change delivery solutions for the portfolio's technology process work of low to moderate complexity
• Make decisions in complex and multi-faceted situations of global market dynamics, trends, and regulatory impact
• Oversee risk management to meet deliverables and drive new initiatives
• Collaborate and consult with managers, stakeholders, scrum masters, project managers, and delivery team to resolve issues and achieve project goals
• Lead projects, teams, or serve as a mentor to less experienced staff
• 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
• Facilitate and lead discovery to refine features leveraging quantitative and qualitative analysis to deliver value and manage risk.
• Maintain collaborative relationships with several stakeholder units within the business and enterprise.
• Organize backlog and scrum team execution to deliver timely with high quality.

Lead Product Manager

Bilingual

• Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
• Receive direction from managers and exercises judgment within defined policies and procedures
• Escalate questions and issues to more experienced roles
• Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
• Identify information and services to meet customers financial needs

Bilingual Spanish Teller

Sales

• Support the Mortgage Retail Sales team with administrative, marketing, and sales tasks
• Build or maintain relationships with current and prospective customers
• Perform administrative, transactional, operational, or customer support tasks related to mortgage sales
• Receive direction from consultants or managers related to Mortgage Retail Sales functional area
• Interact with customers and individuals within the Mortgage Retail Sales functional area on a wide range of information related to mortgage sales, selling process, etc.
• Ensure compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and related regulations.

Mortgage Retail Sales Coordinator – SAFE

• Define and own the Credit product vision and roadmap, aligning with Wells Fargo’s growth objectives.
• Facilitate frequent collaboration between Lines of businesses, Product, Technology, COO, Control, Compliance and other partner teams throughout the product lifecycle.
• Influence executive stakeholders and governance forums to prioritize initiatives and allocate resources.
• Oversee end-to-end product lifecycle, from ideation to launch and optimization.
• Drive enhancements in trading capabilities, electronic execution, and risk management tools.
• Ensure compliance with OCC, FRB, NFA, and Wells Fargo’s risk frameworks.
• Champion robust controls and governance across product development processes.
• Work within an Agile Product Development framework (e.g. Scrum, etc.), workflow and collaboration tools, such as Confluence & Jira to document and deliver business requirements and acceptance criteria.
• Mentor and develop junior product managers; foster a culture of innovation and accountability.

Vice President, Lead Securities Product Owner – Credit

Manager

• Participate in performing financial research, underwriting, and structuring within the Commercial Banking Portfolio Management functional area
• Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors
• Resolve moderately complex issues and lead Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements
• Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals
• Lead projects and teams or serve as a mentor for less experienced individuals

Senior Commercial Banking Portfolio Manager

• Lead or participate in support functions for multiple business groups
• Lead in the execution of various supervisory approvals for the Brokerage Support team
• Act as the primary point of escalation for operational controls, technology and service inquiries
• Lead or participate in research and resolving moderately complex business, operational, and strategic initiatives
• Work independently to identify, strategize and make recommendations for support function
• Provide leadership in management of relationships, planning and execution of programs, services, and initiatives
• Identify and provide consultation on opportunities for process improvement
• Lead and support the onboarding, training, recognition, engagement, and development of Client Associates
• Mentor for those who are less experienced

Branch Support 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

• Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies
• Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs
• Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially
• Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications
• Receive direction from managers and exercise judgement within defined policies and procedures
• Develop understanding of bank products and services to connect to customers' needs
• Interact with customers to demonstrate care and build relationships
• Provide appropriate options for bank products and services to customer
• Refer customers' financial needs to other bankers and partners as needed

Roving Personal Banker, Spanish Bilingual Preferred

Financial Planning and Analysis

• Lead or participate in moderately complex initiatives and deliverables and contribute to large-scale planning
• Review and analyze moderately complex challenges that require an in-depth evaluation of variable factors
• Provide guidance to internal clients on legal matters to assist with legal risk assessment, planning and policy decisions, claims against the Company, probability of loss, and develop cost-effective risk mitigation strategies
• Draft complex legal documents, review and negotiate documents prepared by outside counsel
• Independently resolve moderately complex issues and lead team to meet deliverables
• Identify and analyze complex legal issues, develop conclusions, and make recommendations for issue resolution
• Develop the strategic direction for certain claims functions and management of related policies, procedures, and controls to mitigate risk
• Educate, train, and supervise less experienced attorneys within the Legal department
• Collaborate with peers, colleagues, and mid-level managers to resolve issues and achieve goals
• Lead projects, teams, or serve as a mentor for less experienced staff
• Work directly with business clients and develop an in depth understanding of business unit activities and products
• Partner with business leaders and management of other corporate departments to develop and implement risk management programs
• Develop relationships with and provide guidance to more experienced leadership, including executive officers, on issues that may present legal, regulatory, compliance, or reputational risk to the Company.
• Partner with business leaders and management of other corporate departments to develop and implement risk management programs.

Senior Counsel – Investment Grade Debt Capital Markets Origination

• Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business
• Encourage bankers to engage customers to understand their needs and build relationships
• Resolve low to moderately complex issues regarding the customer and employee experience
• Identify opportunities to make banking easier for customers through digital options
• Lead the branch while engaging stakeholders and collaborating to deliver a customer-centric experience
• Mentor and guide talent development of direct reports

Account Manager

• Develop, retain, and grow 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 a subject matter expert to guide and influence others in growing relationships
• Act as a top subject matter expert to lead highly complex and substantial cash flow, real estate loans, and certain other industry specific solutions with enterprise impact, high risk or significant scope by analyzing financials, presenting to clients, and coordinating with internal stakeholders
• Lead the strategy and resolution for full suite of most complex solutions offered by Wells Fargo to commercial clients to meet the most complex and significant needs across multiple areas of the enterprise that may require an in-depth evaluation, vision, and creativity, by engaging product organizations to develop long term, large-scale client specific solutions, leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions; may coordinate highly complex activities and resolutions
• Provide vision, leadership, and industry expertise regarding Commercial Banking Relationship Management company wide strategies that significantly influence the organization's business and financial operations
• Strategically lead all levels of professional and managers across the enterprise to improve processes and risk control, resolve client issues while achieving Wells Fargo’s business objectives, and represent the company externally as an expert; act as 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 lead and 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, leadership, and expertise on client and market needs to enable large-scale companywide strategies that significantly influence the organization's business and financial operations

Principal Commercial Banking Relationship Manager

Consultant

• Determine appropriate strategies and actions across multiple business groups
• Engage functional leaders to secure resources and ensure alignment
• Identify potential risks and develop mitigation strategies
• Recommend opportunities for process improvement

Lead Business Execution Consultant

General Counsel

• Provide guidance to management on legal and regulatory matters impacting business strategy and policy or claims against the Company
• Proactively identifies policy, legal, and regulatory matters pertaining to area of expertise, and evaluates the legal risk and impact
• Independently resolve moderately complex issues and lead team to meet deliverables
• Exercise considerable discretion and may serve as the primary legal contact for assigned clients
• 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
• Coach, mentor and provide oversight with less experienced attorneys or staff
• Lead initiatives of varying scope and complexity.

Senior Counsel – Senior AVP, Structured Products

Support Engineer

• Support the building and maintaining of effective relationships with existing clients through support of Credit Product Portfolio functional area
• Execute various manufacturer programs and marketing campaigns, including adapting campaigns to increase efficiency and results
• Ensure that various segments of the market receive adequate support and coverage to encourage continued flow business
• Support internal and external clients to achieve business objectives
• Perform or guide others on complex tasks or initiatives that require planning, evaluation, and interpretation
• Independently prioritize work and provide day-to-day-work leadership and mentorship to team; lead or contribute to implementation of new or revised processes and procedures that require coordination among various teams
• Provide guidance and subject matter expertise to immediate team and functional area on a wide range of information
• Partner with product management functional partners to provide recommendations to leadership on evolving market needs to enable the innovation, design, and delivery of credit solutions more effectively
• Contribute to client-related or ad-hoc projects and teams, including supporting the interpretation of policies and providing technical guidance on documentation concerns
• Support performance and overall effectiveness of team, as well as cross-group administrative operations

Lead Product Manager

Bilingual Spanish Teller

Mortgage Retail Sales Coordinator – SAFE

Vice President, Lead Securities Product Owner – Credit

Senior Commercial Banking Portfolio Manager

Branch Support Manager

Branch Manager

Roving Personal Banker, Spanish Bilingual Preferred

Senior Counsel – Investment Grade Debt Capital Markets Origination

Branch Manager

Principal Commercial Banking Relationship Manager

Branch Manager

Lead Business Execution Consultant

Senior Counsel – Senior AVP, Structured Products

Business Support Analyst