Wells Fargo

Account Executive

• Solicit residential mortgages from various sources
• Produce high-quality, compliant 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 marketplace
• Stay informed of mortgage industry trends and developments in the assigned market
• Present recommendations for producing loans and exercise independent judgment
• 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 and analyze financial and credit data; match customer needs with an appropriate loan program and risk level
• Inform customers about Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures
• Maintain timely and proactive customer communication
• Pursue Wells Fargo training offerings to increase knowledge of products, policies, procedures, and underwriting requirements
• Fulfill risk and compliance obligations, including monitoring, escalation, remediation, and sound risk decisions

Mortgage Retail Sales Consultant – SAFE

Manager

• Lead, coach, and develop Branch Managers across the district
• Drive district performance across deposits, credit, and investments
• Translate enterprise and regional strategy into branch-level priorities, routines, and expectations
• Hold Branch Managers accountable for acquiring, deepening, and retaining customer relationships
• Build leadership capability, identify high-potential talent, and maintain succession pipelines
• Plan workforce needs and ensure branches have the appropriate staffing and leadership mix
• Partner with Talent Acquisition, HR, Wealth & Investment Management, Business Banking, Home Lending, Operations, and other support teams
• Monitor customer feedback and resolve escalated concerns
• Execute National Branch Network strategies across consumer, affluent, and small business banking
• Manage risk, compliance, operational discipline, and ethical leadership
• Use performance reporting and insights to identify opportunities and deliver measurable improvements
• Travel regularly within the assigned geography, averaging 3–4 days per week depending on business priorities

Senior District Manager

Banker

• 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 with comprehensive, multi-product guidance and ongoing reviews
• Own and actively grow a defined book of business across deposits, lending, and investments
• Coordinate warm introductions and collaborate with Wealth, Home Lending, and Business Banking partners
• 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 provide seamless everyday banking support

Senior Branch Premier Banker

• 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 expectations and manage performance through targeted coaching
• Foster an engaged, accountable culture focused on identifying customer financial needs
• Balance growth objectives with operational risk management
• Complete the Branch Manager Readiness Program before transitioning into the Branch Manager position, unless currently serving as a Wells Fargo Branch Manager
• Lead the branch team in delivering 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 about digital banking options
• Use reporting and employee observations to identify strengths and opportunities and improve team performance
• Manage risk, resolve issues, and model behaviors that protect customers, employees, and the company

Branch Manager – Western NOVA District

• 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
• Grow and manage 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
• Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams
• Convert qualified opportunities into closed outcomes
• 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
• Complete licensing requirements and SAFE registration to transition from the temporary license-pending role

Senior Premier Banker

• Lead a team responsible for execution of branch network strategies, including DeNovo openings, relocations, consolidations, and closures
• Oversee end-to-end implementation planning, milestone management, and execution governance
• Partner with enterprise stakeholders across Branch Channel Management, Operations, Risk, Compliance, Technology, Real Estate, and Product organizations
• Ensure customer-impacting activities are executed with minimal disruption and in accordance with regulatory and policy requirements
• Develop and maintain operational controls, execution standards, procedures, and reporting
• Drive issue identification, risk mitigation, escalation management, and resolution activities
• Provide executive-level reporting and communication on program health, key milestones, risks, and dependencies
• Lead resource planning, workforce management, coaching, and talent development activities
• Manage multiple concurrent initiatives with significant operational complexity and business impact
• Foster a culture of accountability, continuous improvement, customer focus, and operational excellence
• Support strategic planning and execution of enterprise transformation efforts impacting branch operations

Senior Business Execution Manager – Branch Network Strategy, Implementation

• 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 by providing comprehensive, multi-product guidance and ongoing reviews
• Manage and actively grow a defined book of business across deposits, lending, and investments
• Partner with Wealth, Home Lending, and Business Banking teams to coordinate integrated solutions and convert qualified opportunities
• 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 adhere to policies and regulations
• Complete licensing requirements and SAFE registration; transition from the temporary license-pending role upon successful completion

• 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 while maintaining service quality and bank standards
• Build customer relationships through proactive conversations supporting financial well-being
• Lead 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 referrals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities and process transactions accurately
• Use 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
• Support branch operations across assigned Phoenix-area locations

Personal Banker

Engineering Manager

• Develop and execute a multi-year data engineering strategy aligned with enterprise technology, data, and AI priorities
• Partner with senior business and technology leaders to identify opportunities for data and AI to improve customer experiences, operational efficiency, risk management, and business outcomes
• Translate business objectives into scalable technology investments and engineering roadmaps
• Drive innovation while balancing operational stability, risk management, and regulatory requirements
• Lead development of AI-ready data platforms supporting machine learning, Generative AI, advanced analytics, and intelligent automation
• Partner with Data Science, Analytics, Risk, Product, and Architecture teams to accelerate AI adoption and operationalize enterprise-scale AI solutions
• Establish best practices for data accessibility, model readiness, data quality, lineage, governance, and responsible AI
• Evaluate emerging technologies and opportunities to leverage AI and automation
• Drive adoption of modern data architectures supporting real-time analytics, predictive insights, and AI-driven decision-making
• Lead, mentor, and develop data engineers, engineering managers, and technical leaders
• Build organizational capability through coaching, succession planning, and leadership development
• Attract, retain, and develop engineering talent
• Foster engineering excellence through software engineering practices, automation, DevOps, and Agile methodologies
• Oversee design, development, and support of enterprise-scale data platforms, data lakes, streaming solutions, and cloud-native data architectures
• Ensure solutions are scalable, reliable, secure, and compliant with enterprise standards
• Drive platform modernization using cloud technologies, automation, and reusable engineering patterns
• Establish standards for data quality, observability, metadata management, resiliency, and operational excellence
• Partner with architecture and security teams to align with enterprise technology standards
• Ensure compliance with risk management, information security, and regulatory requirements
• Promote data governance, controls, lineage, privacy, and stewardship practices
• Lead engineering teams through audits, regulatory reviews, and remediation efforts

Senior Data Engineering Manager

• 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
• Drive balanced growth across deposits, lending, and investments
• Coordinate warm introductions and partner with Wealth, Home Lending, and Business Banking teams
• 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, timely escalation, and policy compliance
• Work in a collaborative branch environment as a primary point of contact for everyday banking needs

Relationship Banker

Data Analyst

• Lead measurement and optimization efforts for customer marketing campaigns
• Partner with marketing stakeholders to define campaign objectives, success metrics, and measurement strategies
• Develop and deliver in-flight and post-campaign analyses
• Evaluate marketing tactics, channels, audience strategies, offers, and customer experiences through testing and performance measurement
• Apply advanced analytics, statistical techniques, and data science methodologies
• Design and execute A/B testing, champion/challenger testing, and incrementality measurement frameworks
• Translate complex analytical findings into business recommendations for marketing leaders and non-technical stakeholders
• Analyze large-scale customer, campaign, digital engagement, and transactional datasets
• Build reporting, dashboards, and measurement frameworks for campaign performance and marketing KPIs
• Collaborate with Marketing, Strategy, Product, Finance, Risk, and Technology partners
• Identify trends, customer insights, and optimization opportunities influencing marketing strategy
• Mentor analysts and advance marketing analytics best practices, measurement standards, and analytic capabilities

Lead Marketing Campaign Analytics, Data Science Consultant

• 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
• Lead discovery-driven conversations to understand customer needs
• Connect customers with relevant 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 compliant service within defined risk controls
• Coordinate handoffs to licensed bankers and other specialists
• Commute to assigned branch locations for the duration of assignments

Risk

• Support the financial valuation horizontal team within the Decision Science Valuation function by maintaining and deploying updated models using state-of-the-art technologies
• Support the quarterly FAS107 existing portfolio financial asset valuation process
• Lead or participate in moderately complex initiatives and deliver insights and decision strategies within analytics and reporting
• Review and analyze moderately complex data aggregation, forecasting, reporting, and programming models
• Manage process production, data reconciliation, and model documentation in alignment with policy governance
• Resolve data, production, and business modeling issues and lead the team to meet Decision Science deliverables
• Collaborate with peers, experienced managers, compliance, and technology to resolve modeling, forecasting, and production issues
• Lead projects and teams and mentor less experienced staff

Senior Decision Science, Risk Analytics Consultant

Operations

• Accurately process and approve teller transactions
• Share digital solutions and make appropriate introductions to bankers
• Complete operational activities while minimizing risks under established policies
• Perform routine to moderately complex transactional, operational, and customer support tasks
• Support the Branch manager with operational tasks and scheduling
• Resolve daily teller-line operational issues under regional banking management direction
• Support customers and employees in resolving or escalating concerns and complaints
• Exercise judgment within defined policies and procedures
• Provide excellent service 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 business objectives

Branch Operations Coordinator

• 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 accurately processing transactions and maintaining compliance and operational standards
• Use and adopt digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers or other specialists
• Support branch operations by flexing between cash handling and customer banking activities, emphasizing account openings and ongoing account support