Wells Fargo

General

• Administer Special Needs Trusts for beneficiaries with varying degrees of disability and/or incapacity
• Work with trust partners, attorneys, caseworkers, and other professionals to administer trusts according to trust provisions, bank policies, Social Security regulations, Medicaid regulations, and legal requirements
• Determine beneficiary needs and appropriate trust distributions with families of disabled individuals and field trust officers
• Prevent beneficiary disqualification from SSI/Medicaid and other means-tested government benefit programs
• Develop solutions with attorneys, tax professionals, social workers, case managers, and health care professionals
• Identify and resolve risk issues on Special Needs Trust accounts
• Collaborate with peers, colleagues, and managers to resolve issues and achieve goals
• Interact with internal and external customers
• Develop knowledge of functions, policies, procedures, and compliance requirements while exercising independent judgment
• Deliver a high-touch client experience within a strong risk management framework
• Resolve moderately complex issues involving distributions, account maintenance, account opening and closing, KYC requirements, annual account reviews, and overdraft management
• Recommend process improvements and control development opportunities
• Serve as a subject-matter expert on fiduciary administration for moderately complex accounts
• Provide guidance on governing instruments, fiduciary principles, and prudent investing standards
• Mentor and train lower-level staff
• Participate in marketing and development initiatives with team leaders

Senior Special Needs Trust Officer

Data Engineer

• Develop scalable, secure data pipelines from on-premise systems of record to Google Cloud Platform services
• Leverage and extend roadmaps for reusable ingestion, transformation, quality, and orchestration frameworks and tooling
• Enable self-service data consumption and governance through standardized patterns, templates, and sandbox capabilities
• Support training, validation, and monitoring use cases using BigQuery, Dataflow/Apache Beam, Dataproc/Spark, Pub/Sub, and Cloud Storage
• Create standardized feature transformation pipelines and a common feature store with lineage, dictionary, and high availability
• Ensure cost, performance, and reliability of GCP data workloads through partitioning, clustering, storage classes, and autoscaling strategies
• Develop transformation libraries in Python, SQL, and Beam
• Provide orchestration through Cloud Composer or Cloud Workflows with reusable DAGs/templates and CI/CD integration
• Implement data modeling and semantic layers using dimensional, data vault, or canonical models with BigQuery or similar tools
• Enforce data quality, lineage, and observability through standardized metrics, validation rules, and monitoring dashboards
• Partner with data scientists and domain solution teams to migrate existing models onto GCP capabilities
• Document patterns, runbooks, and best practices; provide enablement through workshops and code examples

Senior Data Engineer

Consultant

• Drive portfolio growth and profitability through strategic client management, contract renewals, expansion opportunities, and new business acquisition
• Serve as a trusted advisor to the head of CB/CIB Business Management using payments industry expertise to identify and deliver growth opportunities
• Contribute to enterprise revenue objectives by achieving annual business growth targets while maintaining profitability goals
• Strengthen and expand existing client relationships through proactive engagement, exceptional service, and incremental revenue opportunities
• Build and maintain partnerships across internal teams through collaboration, communication, and alignment on client strategies
• Apply a strategic, consultative sales approach to understand business objectives
• Lead and deliver executive-level presentations with strategic insights, financial analysis, and recommendations
• Partner with internal stakeholders to address and resolve complex issues, escalations, and business challenges
• Influence cross-functional teams to deliver solutions that enhance client satisfaction, support business objectives, and drive long-term portfolio growth
• Execute applicable risk programs, follow Wells Fargo policies and procedures, fulfill risk and compliance obligations, and escalate and remediate issues

Senior Lead Business Execution Consultant, Merchant Services

Banker

• 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
• Strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Partner with Wealth, Home Lending, and Business Banking professionals to deliver integrated solutions
• Coordinate warm introductions, set expectations, and convert qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking options
• Resolve account inquiries and service requests within authorized limits
• Document actions and set follow-up plans
• Demonstrate risk excellence through accurate documentation, sound judgment, issue escalation, and policy and regulatory adherence
• Work in a collaborative branch environment and support customers through scheduled appointments, lobby engagement, and proactive outreach
• Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after completing licensing and SAFE requirements

Relationship Banker

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs
• Build customer relationships through proactive conversations and outreach
• Understand customer needs and connect them with banking products, services, and solutions
• Identify opportunities, promote solutions, and make referrals to meet customer and business goals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities
• Process transactions accurately while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Coordinate handoffs to licensed bankers and other specialists
• Support branch operations by flexing between cash handling and customer banking activities

Personal Banker

Manager

• Serve as the branch sales leader, acquiring, deepening, and retaining customer relationships
• Drive growth in primary checking, deposits, lending, credit cards, and investments
• Lead, coach, and develop a high-performing branch team
• Establish clear expectations and manage performance through targeted coaching
• Identify customer financial needs and deliver tailored consumer and business solutions
• Use branch manager routines, observation, feedback, and follow-up to improve capability and productivity
• Partner with Wealth & Investment Management, Business Banking, and Home Lending sales partners
• Educate customers and demonstrate digital banking options
• Use reporting and employee observations to identify strengths and performance opportunities
• Balance growth objectives with operational risk management
• Proactively manage risk, resolve issues, and model behaviors that protect customers, employees, and the company
• Complete the Branch Manager Readiness Program before transitioning into a Branch Manager position, unless already serving as a Wells Fargo Branch Manager

Branch Manager

Events

• Lead Wells Fargo's centralized meetings and events organization and oversee the Strategic Meetings Management Program (SMMP)
• Lead an organization of 70+ professionals through 8 direct reports
• Develop meetings and event strategies that deliver impactful customer and employee experiences
• Define the target-state organization and operating model and lead transformation through comprehensive change management
• Identify and implement AI-enabled capabilities to enhance event effectiveness and operational efficiency
• Align meetings and events with business and marketing objectives and drive measurable business outcomes
• Improve efficiency and scale while maintaining organizational quality
• Drive consistency and coordination across recognition programs, recruiting events, and trade shows
• Develop and implement policies, controls, and governance practices to manage reputational and operational risk
• Execute compliance requirements related to gift and entertainment policies
• Oversee third-party relationships and supplier performance
• Manage event timelines, budgets, outcomes, and stakeholder communications
• Develop and implement measurement strategies demonstrating business impact and event effectiveness
• Partner with the sponsorship team to maximize sponsorship and hospitality investments
• Establish post-event review processes and incorporate lessons learned

Head of Meetings, Trade Shows, and Events

Recruitment

• Recruit financial advisors within the assigned region
• Develop and maintain a strong pipeline of financial advisor candidates
• Provide leadership with insight on industry trends, competitive intelligence, product platforms, deals, and compensation plans
• Advise leadership on recruitment of experienced Financial Advisors and expand firm hiring within the assigned area
• Partner with field recruiters to share knowledge and develop recruitment strategies and expertise
• Build and maintain relationships with Financial Advisors to enhance satisfaction and retention
• Develop partnerships with management to increase Financial Advisor hiring
• Lead strategy and resolution of complex recruitment challenges across multiple enterprise areas
• Deliver recruitment solutions that lead to organic revenue growth
• Provide vision, direction, and expertise to leadership on innovative business solutions
• Engage with peers, colleagues, and managers to resolve recruitment-process issues

Market Recruiting Manager

Full-stack Engineer

• Lead complex technology initiatives, including companywide initiatives with broad impact
• Develop engineering standards and companywide best practices for complex, large-scale technology solutions
• Design, code, test, debug, and document projects and programs
• Review and analyze complex, large-scale technology solutions against business objectives, enterprise technology environments, and technical challenges
• Make decisions on engineering and technology solutions and influence technology teams to meet deliverables and drive new initiatives
• Collaborate with technical experts, senior technology teams, and external industry groups to resolve complex technical issues
• Lead projects and teams or serve as a peer mentor
• Lead teams while partnering with global stakeholders across multiple time zones
• Drive accountability, collaboration, and continuous improvement
• Use GitHub Actions and version control systems to manage code and deployments
• Work with developers, operations teams, and other stakeholders

Lead Software Engineer

Total Rewards

• Develop, maintain, and analyze compensation reports, dashboards, metrics, and workforce insights
• Perform compensation and workforce data analysis, including market comparisons, compensation modeling, job leveling support, and ad hoc research
• Leverage Workday, Power BI, Excel, and other reporting platforms to deliver actionable insights
• Prepare executive-ready reports, presentations, and materials for compensation reviews, calibration discussions, leadership meetings, and decision-making
• Support year-end compensation planning, including reporting, data validation, calibration preparation, and identification of anomalies or trends
• Partner with Compensation, Human Resources, Finance, and business stakeholders on compensation inquiries and analytical support
• Assist with offer evaluations and job leveling reviews
• Manage small- to medium-sized compensation projects, coordinating feedback, tracking milestones, and ensuring timely delivery
• Identify opportunities to improve reporting, processes, and data quality

Compensation Consultant – Total Rewards

• Acquire new affluent consumer and business customers and deepen existing relationships through outreach, referrals, and appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies
• Serve as the primary financial partner, providing comprehensive multi-product guidance and ongoing reviews
• Own and grow a defined book of business using goals-based planning and prudent risk oversight
• Deliver integrated solutions across deposits, investments, credit, home lending, and business banking
• Partner with Wealth, Home Lending, and Business Banking teams through warm introductions and opportunity conversion
• Educate customers on self-service and mobile banking options
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
• Open accounts, handle service requests, and support everyday banking needs
• Complete licensing and SAFE registration requirements; transition from the temporary LP role upon successful completion

Senior Premier Banker

Operations

• Lead and supervise teller-function risk and operations to deliver exceptional customer service and colleague experience
• Ensure timely completion, quality, and compliance in teller functions
• Provide feedback and ideas to improve customer service, colleague experience, performance management processes, and tools
• Perform operational and customer support tasks
• Provide customer service, engage customers, and build relationships
• Manage teller-line scheduling and daily operations
• Make decisions and resolve teller-line operational issues under regional banking management direction
• Interpret applicable regulations, policies, procedures, audits, and escalation requirements
• Support customers and employees in resolving or escalating concerns and complaints
• Collaborate with branch employees, colleagues, and mid-level managers
• Interact directly with customers
• Coach, motivate, and develop a diverse team of direct reports
• Manage people and financial-resource allocation for branch operations
• Mentor direct reports and assist with hiring talent
• Assess customer needs and refer customers interested in dwelling-secured products to SAFE team members without taking applications or offering or negotiating transaction terms
• Execute applicable credit, market, financial-crimes, operational, and regulatory-compliance risk programs
• Follow Wells Fargo policies and procedures, escalate and remediate issues, and make sound risk decisions

Branch Operations Manager

• Build lasting customer relationships through proactive conversations and outreach
• Understand customer needs and connect them with relevant banking products, services, and digital tools
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
• Support new account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use and adopt digital tools to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates and coordinate handoffs to licensed bankers or specialists
• Flex between cash handling and customer banking activities to support branch operations

Data Scientist

• Lead the design, development, and deployment of Agentic AI and NLP/ML models for various consumer-facing applications
• Translate business problems into technical solutions using advanced GenAI/NLP/ML methodologies
• Collaborate with cross-functional teams to integrate AI solutions into business processes, ensuring scalability and robustness
• Provide mentorship and technical guidance to junior data scientists
• Engage with business stakeholders to communicate insights, model outcomes, and the strategic value of AI initiatives
• Ensure compliance with regulatory requirements and internal risk management policies
• Lead model development for projects/programs and guide a team of data scientists
• Develop solutions including virtual assistants, content generation, and agentic frameworks to improve employee/customer experience, drive operational efficiencies, and mitigate risks

Senior Lead Data Scientist

Program Manager

• Gain hands-on experience in non-client roles within a Wealth & Investment Management division
• Participate in deep-dive sessions on key businesses
• Engage in strategic projects, mentorship, and coaching
• Gain exposure to senior leaders
• Perform investment management, financial analyses, project management, and consulting in home-office or middle/back-office environments
• Maintain daily contact with leaders, senior management, team members, individual contributors, and vendors
• Understand processes and workflows and recommend process improvements
• Resolve issues, questions, and requests independently
• Explain business needs and possible solutions through clear verbal and written communications
• Learn new systems, applications, processes, and techniques
• Lead or participate in moderately sized projects or support activities
• Provide excellent customer service
• Complete project team assignments supporting strategic initiatives
• Continue in opportunities within the assigned team after successful completion of the two-year program

Senior Special Needs Trust Officer

Senior Data Engineer

Senior Lead Business Execution Consultant, Merchant Services

Relationship Banker

Personal Banker

Branch Manager

Head of Meetings, Trade Shows, and Events

Market Recruiting Manager

Lead Software Engineer

Compensation Consultant – Total Rewards

Senior Premier Banker

Branch Operations Manager

Personal Banker

Senior Lead Data Scientist

Wealth & Investment Management Analyst Program – Early Careers