Wells Fargo

Banker

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Senior Premier Banker

• 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

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency.
• Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease.

Relationship Banker

Director

• 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

Enterprise Technology Transformation Director

Financial Planning and Analysis

• Lead the product mapping process for advisors
• Drive accountability for investment product initiatives
• Review strategic approaches and effectiveness of product due diligence
• Develop appropriate solutions for recruit's product mapping decisions
• Make decisions in complex situations requiring knowledge of business areas
• Collaborate with onboarding team to drive initiatives
• Present at Advisor Recruit Due Diligence
• Assist new recruits to ensure comfort with onboarding

Onboarding Investment Consultant

Associate

• Work with a team of fiduciary professionals to administer a book of fiduciary relationships, including analyzing trust and estate documents, implementing client estate plans, and ensuring client accounts are managed in accordance with sound fiduciary principles and applicable law.
• Engage clients, advisors and internal partners to deliver a high-touch client experience within a strong risk management framework.
• Execute on client requests, including money movement, investment implementation and account management.
• Build a strong understanding of fiduciary concepts and principles, including trust accounting, discretionary distribution standards and prudent investing.
• Build and maintain a strong knowledge of internal policies and procedures including, but not limited to, distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and management of overdrafts.
• Develop an ability to identify fiduciary risk and escalate appropriately.
• Act as a culture carrier for the firm to influence outcomes and build an inclusive, collaborative and client-focused environment for our fiduciary professionals.

Associate Estate Trust Officer – Associate Fiduciary Specialist

Manager

• Provide strong, inclusive leadership to build and retain a high-performing team
• Lead a branch team to proactively identify customer financial needs
• Use branch manager routines to build individual capability, confidence, and productivity
• Partner closely with internal sales partners to provide customers a comprehensive Wells Fargo experience
• Identify opportunities for making banking easier for customers
• Leverage reporting and employee observations to improve team performance

Branch Manager

Architect

• Act as an advisor to senior leadership to develop the architectural framework & delivery 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 products and solutions that are long-term, large-scale, and require vision, creativity, innovation, advanced analytical and inductive thinking
• Provide vision, direction, and expertise to senior leadership on implementing the transformation strategy describing the current state, target state, and transition architecture
• Strategically engage with all levels of professionals and managers across the enterprise and serve as an architectural domain expert advisor to leadership
• Ensure applications adhere to established Wells Fargo standards, policies, methodologies, and industry best practices as it transforms toward target state architecture
• Maintain knowledge of industry best practices and new technologies and recommends innovations that enhance operations or provide a competitive advantage to the organization and can influence internal and vendor roadmaps in a significant capacity
• Define and implement enterprise-wide ontology strategy and roadmap
• Design and build semantic data layer / knowledge graph architecture to unify enterprise data
• Develop canonical data models and business objects (Customer, Product, Risk, Finance, etc.)
• Create semantic abstraction layer over data platforms (data lake, warehouse, APIs)
• Architect and implement agentic AI frameworks leveraging enterprise ontology and semantic context
• Design autonomous AI agents capable of reasoning over structured and unstructured enterprise data
• Build multi-agent orchestration patterns for complex business workflows
• Integrate semantic models with LLMs and AI platforms to enhance reasoning, explainability and accuracy
• Enable AI-driven automation across critical use cases: Risk and compliance monitoring, Customer insights and personalization, Operational efficiency and automation, Data quality and anomaly detection

Principal Architect – Ontology, Semantic Layer

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Adapt quickly to new branch environments, teams, and customer needs
• Build lasting customer relationships through proactive, meaningful conversations
• Lead discovery driven conversations to understand customer needs
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities
• Demonstrate comfort using and adopting digital tools
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs

Senior Premier Banker

Personal Banker

Personal Banker

Relationship Banker

Senior Premier Banker

Enterprise Technology Transformation Director

Onboarding Investment Consultant

Associate Estate Trust Officer – Associate Fiduciary Specialist

Branch Manager

Personal Banker

Personal Banker

Personal Banker

Personal Banker

Principal Architect – Ontology, Semantic Layer

Roving Personal Banker