Wells Fargo

Manager

• Serve as the sales leader of the branch
• Accountable for acquiring, deepening and retaining customer relationships
• Lead, coach, and develop a team to improve banker productivity
• Balance growth objectives with operational risk management

Branch Manager

Business Development Rep

• Conduct ongoing market and competitor research across the Cards and Personal Loans business areas to identify and evaluate business development opportunities
• Partner with business leadership and cross-functional stakeholders to align partnership opportunities to business-defined priorities and strategies, with a focus on delivering card product benefits and loyalty services
• Develop clear, compelling outreach and pitch materials to prospective partners and support partnership discussions
• Support partnership structuring and negotiations, including development of deal constructs and supporting financials
• Coordinate hand-offs with internal stakeholders to support post-deal execution and ongoing partner management
• Support governance, risk, and control activities related to partnership approval and execution

Business Development Lead – Cards, Personal Loans

Implementation Specialist

• Project manage client-facing, less complex projects for E-Bill Express, Wells Fargo Payment Gateway, and other solutions
• Apply project management methodology to facilitate implementations, establishing timelines, and tracking ongoing projects to ensure successful delivery for our clients
• Accurately document the status of projects, risks, and blockers as defined in procedures
• Provide training to clients and internal parties, as needed
• Escalate project challenges to leadership, Sales, and other parties, as needed
• Proactively identify and actively seek feedback and improvement opportunities from internal partners and clients
• Support strategic and team initiatives

Merchant Services Implementation Consultant

• 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.

Administrative Assistant

• Support moderately complex administrative tasks
• Assist in routine payroll processing, record keeping, and reports preparation
• Work closely with both internal and external customers to meet required service needs
• Perform moderately complex administrative, transactional, operational, and customer support tasks
• Receive direction from supervisors regarding routine administrative process
• Provide support in areas of reporting and handling general ledger or expense accounts of a particular business line
• Interact with other Administrative Assistants, internal partners, external customers, and experienced level leaders across the organization

Account Manager

• Collaborate with the FiNet Divisional Leader and be ​responsible for engagement, retention, growth and satisfaction of FiNet’s Independent FAs in your assigned territory within the Division
• Deliver the FiNet Advisor Engagement model through Practice engagement, minimum contact standards, Practice engagement requirements and data driven accountability around Practice/FA satisfaction and growth
• Partner with the FiNet Divisional Leader to support the training, rollout and communication of key strategic initiatives
• Manage FA satisfaction by proactively partnering with key internal stakeholders to resolve high profile and complex situations
• Develop an expertise in the Wells Fargo Advisors and FiNet platform, products and services
• Lead engagement activities for the assigned territory including individual and small group meetings
• Ability to travel up to 50% of the time

Senior Relationship Manager – Northeast Division

Program Manager

• Support and enhance relationships with technical account managers, operations and compliance teams at the Payment Networks
• Provide guidance to Merchant Services risk, compliance, operations and business leaders
• Develop reporting metrics and dashboards to demonstrate compliance and identify potential issues
• Lead Change Management processes to implement changes defined by the brands
• Engage with Merchant Services leaders to understand ongoing go-to-market strategy
• Partner with the Payment Operations teams to ensure merchant registration and reporting requirements are properly administered

Payment Network Compliance Program Manager

Events

• Activate and lead cross-functional, horizontal working teams in response to internal or external fraud risk events
• Rapidly assess root cause, control effectiveness, financial impact, and potential customer harm to drive timely resolution
• Lead or partner with end-to-end assessments and outcomes required by enterprise policies
• Produce formal documentation and communications, including After Action Reviews (AARs), issue management assessments, and executive/regulator report-outs
• Own and maintain the Fraud Core Team Event Management Playbook and associated governance, routines, and controls
• Develop executive reporting and thematic analysis to identify trends, emerging risks, and opportunities across events
• Build, lead, and develop a team responsible for fraud event management and root cause outcomes
• Provide coaching and development to strengthen core competencies and foster collaboration across functions
• Operate with a high degree of independence and sound judgment

Head of Fraud Event Management

Consultant

• Support the development and execution of the bank’s enterprise-wide payments strategy
• Shape Wells Fargo’s approach to payments innovation
• Deliver clear, actionable payments analysis and strategic updates to senior leaders
• Develop and maintain competitive intelligence and market research
• Perform data-driven analysis with analytics teams
• Partner with business and product leaders to identify client needs
• Lead complex, cross-functional projects while managing scope, timelines, and risks
• Create and maintain documentation related to risk policy alignment
• Assess trends to evaluate internal control effectiveness

Payments Lead – Strategy & Planning Consultant

Product Manager

• Lead or participate in product management initiatives and deliverables for product lines or services
• Contribute to product analysis across applicable markets, conduct market research and market results-oriented analysis
• Review and analyze marketing programs for new products or enhancements including identification of market segments, product positioning, product bundling, pricing and profitability
• Resolve moderately complex issues and lead team to meet project goals, objectives and deliverables
• Ensure programs adhere to compliance, privacy regulations and policies
• Collaborate and consult with managers, analysts and project teams to ensure that goals are achieved
• Lead projects, teams or serve as a mentor
• Perform the Team Product Owner responsibilities as defined in the Wells Fargo Agile Playbook
• Provide guidance to the Delivery Team through all phases of the product management life cycle from ideation to value realization.
• Maintain, prioritize and refine the product backlog
• Closely monitor sprint productivity against capacity and dynamically allocate work during the sprint
• Build and maintain strong business and technology relationships
• Act as a claims subject matter expert
• Act as a Pega subject matter expert
• Collaborate on projects and initiatives to identify impacts, manage and complete project tasks and milestones, providing frequent status updates
• Clearly define and document process flows, user stories, acceptance criteria and other requirements documentation as applicable for complex functionality

Claims & Recovery Product Owner

• Be responsible for the management of a portfolio of commercial real estate loans and investments within Real Estate Banking, our primary balance sheet lending CRE platform
• Analyze and underwrite new loan opportunities within the assigned portfolio, utilizing market research, internal loan information, client data, and third-party market research
• Review and make recommendations for approval (or denial) of loan requests, lease approvals, collateral releases, requests for letters of credit, funding of reserves/loan holdbacks, loan extensions and loan modifications
• Collaborate with senior portfolio managers 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
• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements

Senior Lead Commercial Real Estate Portfolio Manager

Financial Planning and Analysis

• Lead or participate in research and underwrite the creditworthiness of moderately complex commercial or business loan and lease requests within Equipment Finance Underwriting functional area
• Review and research moderately complex commercial or business loan and lease requests that require an in-depth evaluation
• Perform periodic reviews on assigned portfolio credits
• Maintain risk ratings and other relevant data on systems of record
• Approve loans or leases within delegated credit authority and recommend transactions in excess of that authority
• Collaborate and consult with Equipment Finance Underwriting peers, colleagues, and middle level managers and achieve business objectives
• Work with internal and external business partners to gather information to make appropriate decisions

Senior Equipment Finance Underwriter

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

• Lead the design, build, and rollout of next‑generation Prime Services trade processing and clearing capabilities, focusing on high throughput Market Maker Clearing, Financing workflows, and lifecycle automation
• Partner with MD‑level stakeholders across Front Office, Operations, Product, Risk, Quant, and engineering teams to shape roadmap and delivery priorities.
• Collaborate closely with Product Development, BA, and cross‑functional teams to ensure functional and non‑functional requirements are met.
• Own and execute the multi‑year technology roadmap across globally distributed teams (New York, India, and other regions).
• Architect target‑state distributed systems for Prime trade processing and clearing
• Produce functional specifications, technical design documents, and oversee testing frameworks for risk and margin workflows.
• Manage full SDLC lifecycle including analysis, design, coding, testing, deployment, and production readiness.
• Conduct code reviews and ensure high engineering standards across risk, margin, and exposure technology domains.
• Serve as the technical and functional SME for Options and ETF processing, Market Maker Financing and Clearing methodologies, and system integration.
• Tackle complex analytical and computational challenges involving large datasets, high‑performance calculation engines, and time‑sensitive risk workloads.
• Ensure quality, maintainability, resiliency, and scalability across all platform components.

Branch Manager

Business Development Lead – Cards, Personal Loans

Merchant Services Implementation Consultant

Branch Manager

Administrative Assistant

Senior Relationship Manager – Northeast Division

Payment Network Compliance Program Manager

Head of Fraud Event Management

Payments Lead – Strategy & Planning Consultant

Branch Manager

Claims & Recovery Product Owner

Senior Lead Commercial Real Estate Portfolio Manager

Senior Equipment Finance Underwriter

Branch Operations Coordinator

Equity Finance Market Maker, Direct Clearing Technology Manager