Wells Fargo

Consultant

• Partner with Operations, Product and delivery teams to prioritize execution and delivery of Value‑Added Services initiatives, aligned to strategic priorities and outcomes.
• Lead discovery and implementation of target-state operating models for VAS products and services
• Drive operational requirements and comprehensive impact assessments for VAS products/initiatives
• Partner with Payments Operations and Capability Leads to ensure operational readiness for the rollout of VAS products and services
• Lead cross‑functional discovery and refinement efforts, partnering with Product, Technology, and Operations teams to identify service opportunities, dependencies, and target‑state designs.
• Communicate complex business and execution requirements clearly to both technical and non‑technical stakeholders, including senior leadership.
• Oversee product delivery outcomes, ensuring services progress from concept through delivery in alignment with defined strategy and intended business results.
• Partner with cross‑functional teams to resolve strategic dependencies, trade‑offs, and alignment issues impacting product outcomes.
• Identify execution risks, gaps, and constraints, and proactively drive resolution, escalation, or trade-off decisions.
• Provide clear, concise executive reporting on strategy, progress, risks, and value realization.

Lead Business Execution Consultant – Value Added Services, Payments Transformation

Operations

• Lead cost and consumption analysis for assigned infrastructure and workplace technology services, including unit cost trends, total cost of ownership (TCO), and variance drivers
• Own delivery of recurring cost transparency reporting and analysis supporting monthly and quarterly operating reviews
• Analyze and explain consumption versus forecast variances, identifying drivers, risks, and improvement opportunities
• Support demand planning and forecasting activities by validating assumptions and analyzing historical and projected usage trends
• Contribute to the definition and maintenance of infrastructure product and service taxonomies, cost pools, and unit cost inputs
• Partner with Finance and Technology stakeholders to review allocation outputs and unit cost logic, ensuring alignment with consumption drivers
• Prepare clear, well-structured materials (analysis, summaries, visuals) for governance forums and leadership discussions
• Translate complex financial and technical concepts into understandable insights for Technology and Finance partners
• Identify data quality issues and work with partners to resolve inconsistencies or gaps in cost and consumption data

Lead Tech Business Services/FinOps Consultant

• Individual contributor responsible for overall account management and business development work for a portfolio of corporate clients within the Consumer Goods / Retail sector of Wells Fargo’s Global Payments & Liquidity organization
• Establish connectivity and build relationships with a variety of decision-makers, stakeholders, and influencers within client organizations (ex. corporate treasury, accounts payable, accounts receivable, etc.)
• Consult with corporate clients regarding their treasury management, liquidity management, commercial card, and merchant processing needs
• Coordinate responses to client-issued Requests for Proposal (RFPs), helping deliver customized proposals that clearly and effectively address client needs
• Ongoing account planning and strategy development work to ensure accountability of cross-functional partners and ensure sales success
• Meet (and exceed) annual sales goals comprised of pipeline development, revenue growth, and client-calling targets
• Participate in regular pipeline review calls to deliver deal updates and track progression
• Coordinate, collaborate, and partner with cross-functional partners, including Product Sales Specialists, to design customized banking solutions aligned to client needs, ensure accountability, and support overall sales efforts

Senior Lead Treasury Management Consultant – CIB Consumer & Retail

Senior Tech Business Services/FinOps Consultant

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

Strategy

• Lead cross functional teams to strategize, plan, and execute a variety of programs, services and initiatives
• Drive accountability for assigned initiatives, limit risk exposure, and create efficiencies as appropriate
• Review strategic approaches and effectiveness of support function and business performance
• Perform assessments through fact finding and data requiring creative approaches to solving complex issues, and develop appropriate solutions or recommendations
• Make decisions in highly complex and multifaceted situations requiring solid understanding of business group's functional area or products
• Collaborate and consult with members of the Business Execution team and team leaders to drive strategic initiatives
• Influence, guide and lead less experienced Strategy and Execution staff within the group

Strategic Initiatives Execution Lead

Infrastructure Engineer

• Lead or participate in high level technical concepts spanning technology and business
• Develop specifications for complex infrastructure systems, design and test solutions
• Contribute to the testing of business, application and technical infrastructure requirements
• Drive solutions to reduce recovery
• Review and analyze solutions for cloud security, secrets management and key rotations
• Design, code, test, debug and document programs using Agile development practices
• Design complex system upgrades
• Resolve troublesome trends as they develop
• Develop a long range plan designed to resolve problems and prevent them from recurring
• Direct the daily risk and control flow of operations, focusing on policies, procedures and work standards to ensure success
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Lead Infrastructure Engineer – Middleware MQ

Account Manager

• Perform a variety of job assignments to develop key skills and gain a working knowledge of the organization
• Participate in developing, retaining, and growing low to moderately complex client relationships through the art of relationship management by understanding the needs and priorities of clients and financial decision makers
• Participate in the structuring, modification, and renewal of low to moderately complexity cash flow, real estate loans, and other industry-specific solutions within Commercial Banking by analyzing financials, presenting to clients, coordinating with internal stakeholders, and partnering with senior peers to execute complex transactions
• Review, understand, and participate in offering the full suite of solutions offered by Wells Fargo to commercial clients to meet low to moderately complex risk needs that may require an in-depth evaluation by engaging product organizations to develop client specific solutions and leveraging a solid understanding of clients’ businesses, strategic objectives, operational priorities, and financial positions
• Present recommendations for resolving low to moderately complex situations and exercise independent judgement while developing expertise in the relevant policies, procedures, and compliance requirements within the Commercial Banking Relationship Management group
• Collaborate and consult with peers, colleagues, and managers to resolve client issues while achieving business objectives, helping clients navigate Wells Fargo’s processes, escalating client inquiries when needed, and identifying and recommending opportunities for process improvements and risk control enhancements
• Participate in relationship planning activities to deliver the full suite of solutions and maintain sales and pipeline disciplines by keeping information current in relevant systems
• Support business development in sourcing new Commercial Banking clients, by cultivating relationships through existing networks

Relationship Manager

Associate Relationship Manager

Compliance

• Report to the Global Head of Personal Account Dealing and collaborate across PAD and ECO functions.
• Maintain an accurate PAD subject population and related coverage by overseeing the attributes and logic that support PAD controls and system outcomes, including annual attestation and trade restriction controls.
• Lead enhancements to PAD applications and processes, including annual attestation, PAD onboarding, and post-trade review, by partnering with Technology and stakeholders to turn control needs into clear requirements and sustainable solutions.
• Lead the annual attestation process for PAD-covered employees, including communications, tracking, and risk-based escalation.
• Support quarterly WFC Trade Freeze population verification and employee notification activities to help ensure restrictions are applied correctly and controls remain effective.
• Serve as a Managerial Oversight Activity delegate for key PAD processes, with responsibility for appropriate governance, controls, and issue management.
• Communicate complex and sensitive compliance matters with professionalism, sound judgment, and tact, including direct engagement with senior executives and Operating Committee members.
• Provide coaching and support to PAD Team peers to ensure consistency and knowledge sharing.
• Develop and maintain internal documentation, including emails, FAQs, training materials, and guidance, to support clear, consistent, and professional communication.
• Collaborate with peers, managers, and business partners to resolve issues and achieve business objectives.
• Identify and recommend opportunities to strengthen processes and enhance risk controls.
• Exercise independent judgment while developing expertise in function-specific policies and compliance requirements.
• Maintain strong partnerships with line-of-business Compliance, Front Line, Legal, and Control teams.

Lead Compliance Officer – PAD

Account Executive

• Participate in soliciting residential mortgages from various sources
• Produce high quality loans which are compliant and provide excellent customer service
• Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
• Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market
• Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans
• Understand real estate appraisals, title reports, and real estate transactions
• Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs
• Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk
• Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication
• Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements

Mortgage Retail Sales Consultant, SAFE

Mortgage Retail Sales Consultant – SAFE

• Lead workplace research and analysis, including occupancy, utilization, employee experience, and business requirements
• Synthesize qualitative and quantitative inputs into clear, actionable insights and recommendations
• Support strategic planning and master planning efforts across multiple markets, business lines, and asset types
• Apply consistent strategy methodologies while tailoring recommendations to specific building types, geographies, and use cases
• Translate project‑level findings into portfolio‑level insights and implications, including alignment to capital planning priorities
• Develop strategy frameworks, scenario analyses, and trade‑off evaluations to support enterprise decision‑making
• Partner with Finance and cross‑functional stakeholders to assess financial impacts and investment considerations
• Produce executive‑ready presentations, narratives, and materials for senior leadership and governance forums
• Translate complex data and research into clear, concise narratives for executive audiences
• Identify risks, dependencies, and interdependencies, and incorporate them into recommendation development
• Support development and evolution of workplace strategy frameworks, standards, and knowledge repositories
• Facilitate alignment across stakeholders by coordinating inputs and ensuring consistency in strategy and messaging
• Support governance processes by providing structured insights and clear recommendation pathways

Lead Business Execution Consultant – Value Added Services, Payments Transformation

Lead Tech Business Services/FinOps Consultant

Senior Lead Treasury Management Consultant – CIB Consumer & Retail

Senior Tech Business Services/FinOps Consultant

Personal Banker, Bilingual Spanish

Strategic Initiatives Execution Lead

Lead Infrastructure Engineer – Middleware MQ

Relationship Manager

Associate Relationship Manager

Lead Compliance Officer – PAD

Mortgage Retail Sales Consultant, SAFE

Mortgage Retail Sales Consultant, SAFE

Mortgage Retail Sales Consultant – SAFE

Mortgage Retail Sales Consultant – SAFE

Lead Workplace Strategy and Execution Consultant