Wells Fargo

Manager

• Provide inclusive leadership to build and retain a high-performing team
• Establish expectations and manage performance through targeted coaching
• Lead branch teams to identify customer financial needs and deliver consumer and business solutions
• Use branch manager routines, observation, feedback, and follow-up to build capability and productivity
• Partner with Wealth & Investment Management, Business Banking, and Home Lending sales partners
• Identify opportunities to improve customer banking through education and digital options
• Analyze reporting and employee observations to improve team performance and expand primary bank relationships
• Balance growth, operational soundness, and talent decisions
• Proactively manage risk, resolve issues, and model protective behaviors
• Complete the Branch Manager Readiness Program before transitioning into a Branch Manager position, unless already serving as a Wells Fargo Branch Manager

Branch Manager

Data Scientist

• Consult on, develop, and implement marketing testing strategies that drive growth and engagement
• Continuously improve campaign test & learn agendas to drive performance and efficiency
• Partner with multiple stakeholders to size out and align on strategy for upcoming marketing campaigns
• Evaluate key marketing levers for future optimization
• Develop a learning agenda for continuous refinement and optimization of marketing campaigns using statistical techniques and experimental design
• Support the monthly forecasting process by estimating future performance based on historical data
• Ensure adherence to compliance and legal regulations and policies on all projects managed
• Strategically engage with professionals and managers across the enterprise and serve as an expert advisor to senior leadership

Senior Test Design and Campaign Planning Consultant – Senior Data Science

Banker

• Build customer relationships through proactive outreach and propose appropriate products, services, and digital solutions
• Assist customers with opening new accounts, completing service requests, and submitting credit applications
• Receive direction from managers and exercise judgment within defined policies and procedures
• Develop understanding of bank products and services to connect with customers’ needs
• Interact with customers to demonstrate care and build relationships
• Provide appropriate options for bank products and services
• Refer customers’ financial needs to other bankers and partners as needed
• Maintain cash drawer, handle and balance cash, and complete service-related tasks
• Follow Wells Fargo risk, compliance, and regulatory programs, policies, and procedures
• Proactively monitor, identify, escalate, and remediate risk and compliance issues as needed

Personal Banker

Account Executive

• Solicit residential mortgages from various sources
• Produce compliant, high-quality loans and provide excellent customer service
• Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources
• Develop and maintain visibility for Wells Fargo Home Mortgage in the assigned market
• Stay informed about mortgage industry trends and developments
• Present recommendations for producing loans and exercise some independent judgment
• Understand and comply with Mortgage Retail Sales policies, procedures, and compliance requirements
• Understand real estate appraisals, title reports, and real estate transactions
• Receive customer applications, quote rates and points, and complete registration lock-in follow-up activities
• Analyze and offer mortgage loan products based on client needs
• Review low- to moderately complex financial and credit data and match customer needs with appropriate loan programs and risk levels
• Inform customers about Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
• Maintain timely and proactive customer communication and high client satisfaction
• Pursue Wells Fargo training offerings to increase knowledge of products, policies, procedures, and underwriting requirements

Mortgage Retail Sales Consultant – SAFE

• Manage a complex credit portfolio including Commercial & Industrial, Commercial Real Estate, and Investor Real Estate relationships
• Meet long-term financial objectives while ensuring sound risk management
• Serve as a key member of clients' deal teams
• Participate in credit underwriting, portfolio growth, and client relationship management
• Perform financial research, underwriting, and structuring of complex private banking, consumer, and mortgage relationships
• Review and research business financial statements and tax returns requiring in-depth evaluation
• Resolve moderately complex issues and lead Commercial Banking Portfolio Management teams to meet project deliverables
• Collaborate with peers, colleagues, and managers to resolve issues and achieve goals
• Lead projects and teams and mentor less experienced individuals
• Support risk and compliance programs, including monitoring, governance, risk identification, escalation, and remediation

Senior Commercial Banking Portfolio Manager

Account Manager

• Develop, retain, and grow complex to highly complex commercial client relationships
• Advise clients and financial decision makers by understanding needs, priorities, and financial positions
• Advise senior leadership on structuring, modifying, and renewing complex cash flow, real estate loans, and industry-specific solutions
• Lead strategy and resolution for highly complex commercial banking solutions across the enterprise
• Engage product organizations to develop client-specific solutions
• Provide vision, direction, and expertise on innovative business solutions and cross-functional companywide strategies
• Improve processes and risk control, resolve client issues, and represent Wells Fargo externally
• Serve as an expert advisor to leadership and mentor less experienced colleagues
• Drive relationship planning, sales, and pipeline activities while maintaining current information in relevant systems
• Source new Commercial Banking clients through existing Minnesota networks with Business Development Representatives
• Partner with Commercial Lending Product Management on credit-solution innovation, design, and delivery
• Support the Minnesota commercial banking market for clients with annual revenue of $25MM to $100MM

Executive Director, Senior Lead Commercial Banking Relationship Manager

• Build lasting customer relationships through proactive, meaningful conversations
• 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
• 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 and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and other specialists
• Support branch operations by flexing between cash handling and customer banking activities

Accounts Receivable

• Define and execute the overall receivables product vision, strategy, and roadmap
• Lead product lifecycle management, including feature prioritization, backlog governance, product design, build-versus-buy-versus-partner assessments, and technology modernization initiatives
• Partner with clients, sales teams, platform owners, technology partners, and cross-functional stakeholders to translate market insights and customer needs into scalable product solutions
• Develop product narratives, value propositions, and go-to-market strategies that drive client adoption, commercialization success, and market penetration
• Coordinate product roadmap execution across leadership, product, technology, delivery, and vendor teams
• Establish scalable operating models, sales enablement, implementation, and onboarding processes
• Monitor product performance through KPIs, analytics, market intelligence, and customer feedback
• Advise senior leadership, influence business plans, manage complex enterprise-wide initiatives, address regulatory and risk considerations, and foster innovation and operational excellence
• Support creation, refinement, and articulation of receivables product strategy and value propositions
• Conduct concept evaluation and development, business solution design, build/buy/partner identification, commercialization, POC-to-MVP-to-Pilot implementations, and go-to-market activities

Senior Lead Product Manager – Receivables Value-Added Services

• Serve as the branch sales leader, accountable for acquiring, deepening, and retaining customer relationships
• Drive growth in checking, deposits, lending, credit cards, and investments
• Lead, coach, and develop the branch team to improve banker productivity
• Foster an engaged, accountable culture focused on identifying customer financial needs and recommending Wells Fargo solutions
• Balance growth objectives with operational risk management
• Complete the Branch Manager Readiness Program, including mentorship, job shadowing, and practical branch-operations learning, unless already serving as a Wells Fargo Branch Manager
• Provide inclusive leadership, establish expectations, and manage performance through targeted coaching
• Identify customer financial needs and deliver tailored consumer and business solutions
• Use observation, feedback, and follow-up to build team capability, confidence, and productivity
• Partner with Wealth & Investment Management, Business Banking, and Home Lending sales partners
• Educate customers about digital banking options
• Use reporting and employee observations to improve team performance and expand primary bank relationships and wallet share
• Manage risk, resolve issues, and model behaviors that protect customers, employees, and the company

• Build lasting customer relationships through proactive, meaningful conversations
• Conduct discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
• 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 and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
• Flex between cash handling and customer banking activities to support branch operations

Director

• Lead the development and execution of mortgage capital markets strategies across whole loan acquisitions and sales, agency securitization, pipeline and warehouse hedging, investor delivery, and portfolio optimization
• Direct mortgage trading, asset sales, and pipeline and warehouse hedging activities
• Oversee interest rate exposure, hedge effectiveness, best execution, gain-on-sale performance, market liquidity, and other key financial and risk indicators
• Make strategic decisions and provide direction for mortgage trading, retain-versus-sell analysis, securitization, and counterparty execution
• Translate mortgage market conditions, rate movements, volatility, prepayment behavior, and policy developments into actionable strategies
• Lead strategic relationships with investors, agencies, dealers, and other capital markets counterparties
• Partner with senior leaders across Home Lending, Finance, Risk, Servicing, and Operations
• Manage and develop a high-performing organization of managers and experienced mortgage capital markets professionals
• Oversee resource allocation, performance management, talent development, and succession planning
• Foster accountability, sound risk management, and talent development

Mortgage Capital Markets Portfolio Management Director

• Build lasting customer relationships through proactive, meaningful conversations
• 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
• Support everyday banking needs, including 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 and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists
• Flex between cash handling and customer banking activities to support branch operations

• 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
• Strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners
• Set clear expectations and take ownership of converting qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking options to promote digital adoption
• Resolve account inquiries and service requests within authorized limits
• Document actions and set follow-up plans
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations
• Support customers with everyday banking activities, including opening accounts and handling service requests
• Serve as the primary point of contact for everyday banking needs through appointments, lobby engagement, and proactive outreach
• Partner with branch colleagues to meet customer needs through appropriate referrals

Relationship Banker

Strategy

• Shape and define the future of Wells Fargo's branded credit card products
• Manage and develop teams delivering complex P&L-driven initiatives related to product and customer performance, marketing outcomes, and operational efficiency
• Set strategy, priorities, and product roadmaps for larger domains aligned to growth, profitability, and risk objectives
• Define and lead problem solving, prioritization, and consistent decision frameworks
• Advise teams on complex trade-offs across customer, financial, and risk dimensions
• Shape, review, and challenge business cases for highly complex business problems
• Guide delivery of high-quality analysis, business cases, and requirements
• Translate product, competitor, and macroeconomic insights into portfolio-level prioritization and roadmap recommendations
• Influence senior management and stakeholders on product and market trade-offs, sequencing, and investment decisions
• Manage people and financial resource allocation
• Develop a culture of talent development aligned with business objectives and strategy

Product Strategy Director – Branded Cards

• Consult, review, and research moderate to complex business, operational, and technical challenges
• Evaluate data pipelines, data quality, and business stakeholder requirements
• Perform data analysis to support business stakeholders and strategic marketing initiatives
• Extract data-driven insights and identify engineering enhancement opportunities
• Lead technical discussions and participate in cross-functional teams and projects
• Collaborate with peers, colleagues, and mid-level managers to resolve issues and achieve goals
• Develop controls and checks for data anomalies to ensure data product quality
• Adhere to compliance and risk management requirements
• Work with BigQuery in GCP and set up scheduling and automation

Branch Manager

Senior Test Design and Campaign Planning Consultant – Senior Data Science

Personal Banker

Mortgage Retail Sales Consultant – SAFE

Senior Commercial Banking Portfolio Manager

Executive Director, Senior Lead Commercial Banking Relationship Manager

Personal Banker

Senior Lead Product Manager – Receivables Value-Added Services

Branch Manager

Personal Banker

Mortgage Capital Markets Portfolio Management Director

Personal Banker

Relationship Banker

Product Strategy Director – Branded Cards

Lead Analytics Consultant