Wells Fargo

Banker

• Acquire new affluent consumer and business customers through strategic outreach, referrals, and planned appointments
• Deepen existing customer relationships
• Lead discovery-driven conversations to understand customer goals
• Deliver tailored banking and credit strategies across deposits, lending, and investments
• Serve as the primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
• Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
• 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
• Manage and grow a defined book of business
• Support customers with everyday banking needs, including opening accounts and handling service requests

Senior Premier Banker

Manager

• Serve as the sales leader of the branch
• Acquire, deepen, and retain customer relationships across checking, deposits, lending, credit cards, and investments
• Lead, coach, and develop a 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, confidence, and productivity
• Partner with Wealth & Investment Management, Business Banking, and Home Lending sales partners
• Educate customers about digital options and demonstrate available technology
• Use reporting and employee observations to identify strengths and opportunities
• Execute action plans to improve team performance and expand primary bank relationships and wallet share
• Balance growth, operational soundness, and talent decisions
• Proactively manage risk, resolve issues, and model behaviors that protect customers, employees, and the company
• Complete the Branch Manager Readiness Program unless already serving as a Wells Fargo Branch Manager
• Transition into a Branch Manager position upon successful completion of the readiness program

Branch Manager

Vice President

• Identify new private capital opportunities for direct investing/lending and third-party capital advisory engagements
• Work with clients and prospects to find opportunities for Strategic Capital and Overland Advantage
• Lead evaluation of investment and loan opportunities, considering risk, reward, and portfolio construction
• Analyze opportunities, prepare investment committee materials, and present new investment and loan opportunities
• Assess new Overland credit opportunities with Private Capital Specialists
• Develop investor evaluation materials for capital advisory assignments and help manage investor outreach logistics
• Develop financial models for assigned opportunities
• Complete due diligence requests, legal entity work, execution/closing processes, and other transaction-closing activities
• Manage evaluation and closing of investments and loans
• Develop internal Wells Fargo and external financial intermediary networks to drive business development
• Supervise and mentor less experienced individual contributors

Strategic Capital Vice President

• 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
• Identify customer financial needs and deliver tailored consumer and business solutions
• Use observation, feedback, and follow-up to improve capability, confidence, and productivity
• Partner with Wealth & Investment Management, Business Banking, and Home Lending sales partners
• Educate customers about digital banking options
• Analyze reporting and employee observations to improve team performance and expand primary bank relationships and wallet share
• Balance growth, operational soundness, talent decisions, and risk management
• 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

• 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
• Conduct discovery-driven conversations to understand customer needs
• Connect customers with relevant banking products, services, and solutions
• Identify opportunities, promote solutions, and make referrals to drive branch growth
• 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
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
• Support branch operations by flexing between cash handling and customer banking activities

Personal Banker

• Serve as the branch sales leader, acquiring, deepening, and retaining customer relationships
• Drive growth in checking, deposits, lending, credit cards, and investments
• Lead, coach, and develop the branch team
• Establish 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 teams
• Educate customers about digital banking options
• Analyze reporting and employee observations to improve team performance and expand relationships
• Balance growth, operational soundness, talent decisions, and risk management
• 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

• 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 professionals
• Convert qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking options to champion 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 everyday banking activities, including opening accounts and handling service requests

Relationship Banker

Product Manager

• Support the end-to-end Financial Advisor Compensation product strategy and multi-year roadmap
• Translate compensation strategy and business needs into product outcomes, requirements, roadmap priorities, and delivery plans
• Lead product initiatives spanning compensation capabilities, reporting, transparency, and supporting tools across advisor channels
• Coordinate priorities, dependencies, and execution with Product, Human Resources, Finance, Field Leadership, Technology, Risk, Compliance, Legal, and Operations
• Conduct market, business, and data analysis to identify opportunities and inform product recommendations and investment decisions
• Identify and implement responsible AI and automation opportunities for compensation processes
• Review product capabilities and services while balancing advisor impact, financial accuracy, scalability, operational needs, and control effectiveness
• Manage product backlogs, requirements, milestones, risks, and dependencies
• Embed governance, compliance, auditability, and regulatory requirements into product design and delivery
• Modernize and simplify compensation processes using AI, automation, and data-driven insights
• Integrate AI-enabled solutions into workflows, including adoption planning, performance measurement, and evaluation of business value
• Use business and advisor metrics to measure product performance and recommend enhancements
• Resolve complex product and delivery issues with stakeholders and delivery teams
• Lead projects or workstreams and mentor less experienced product team members
• Prepare executive updates, recommendations, and decision materials on product strategy, delivery, risks, tradeoffs, and AI-enabled modernization

Lead Product Manager

• 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
• Manage 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
• 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 support everyday banking needs
• Transition from the temporary Senior Branch Premier Banker LP role to Senior Branch Premier Banker (SAFE) upon successful licensing and SAFE registration

• 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 and outreach
• Lead discovery-driven conversations to understand customer needs
• Connect customers with relevant 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
• Flex between cash handling and customer banking activities to support branch operations

Roving Personal Banker

Account Executive

• Lead large-scale strategic initiatives and business programs from concept through implementation
• Develop project plans, governance structures, milestones, dependencies, and success metrics
• Coordinate cross-functional teams across sales, enablement, operations, analytics, risk, technology, and product
• Drive initiative execution by facilitating decision-making, monitoring progress, escalating risks, and ensuring accountability
• Partner with leaders to assess business opportunities and develop implementation strategies
• Create executive-level presentations, recommendations, status reporting, and business reviews
• Translate strategic objectives into actionable work plans and measurable outcomes
• Identify process improvement opportunities that enhance organizational effectiveness and business performance
• Support annual planning, sales coverage strategies, business forecasting, and performance management initiatives
• Lead readiness, communication, and stakeholder engagement efforts
• Facilitate enterprise-wide working sessions, steering committees, and governance forums
• Influence stakeholders across multiple levels without direct management authority
• Lead cross-functional teams to strategize, plan, and execute programs, services, and initiatives
• Drive accountability, limit risk exposure, and create efficiencies
• Review strategic approaches and support-function effectiveness and business performance
• Perform assessments through fact finding and data analysis, develop solutions or recommendations, and support implementation
• Make decisions in complex situations, facilitate issue resolution, and support implementation of developed solutions and plans
• Collaborate with Business Execution team members and leaders to drive strategic initiatives
• Influence, guide, and lead less experienced Strategy and Execution staff

Lead Business Execution Consultant – Sales Planning, Strategic Initiatives

• Serve as the branch sales leader accountable for acquiring, deepening, and retaining customer relationships
• Drive growth in primary checking, deposits, lending, credit cards, and investments
• Lead, coach, and develop the branch team to improve banker productivity
• Foster an engaged and 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 before transitioning into a Branch Manager position, unless already serving as a Wells Fargo Branch Manager
• Provide inclusive leadership, establish expectations, and manage performance through targeted coaching
• Lead the branch team in delivering tailored consumer and business solutions
• Use observation, feedback, reporting, and follow-up to improve capability, confidence, productivity, and performance
• Partner with Wealth & Investment Management, Business Banking, and Home Lending sales partners
• Educate customers about digital banking options
• Manage risk, resolve issues, make talent decisions, and model behaviors that protect customers, employees, and the company

Strategy

• Lead execution of financial coaching programs and innovation initiatives through project management, governance routines, execution tracking, and issue resolution
• Support branch, banker, and coach onboarding, readiness, training logistics, system access, attestations, and program implementation activities
• Manage cross-functional partner relationships and coordinate delivery of programs, services, and strategic initiatives across the enterprise
• Lead performance reporting, data quality assurance, analytics, dashboards, and executive presentations
• Provide actionable insights and recommendations through performance analytics and executive reporting
• Track, research, and evaluate business, operational, and strategic opportunities
• Identify risks and efficiencies, make prioritization recommendations, and facilitate team and leadership decision-making
• Support rollout, adoption, and ongoing enhancement of financial health solutions, including coaching capabilities, content, and customer engagement experiences
• Follow applicable risk and compliance programs, policies, procedures, escalation, and remediation requirements

Senior Business Execution Consultant – Strategic Operations and Insights

• Drive the vision, strategy, and execution of sales and servicing capabilities supporting frontline Business Bankers and Business Relationship Managers
• Serve as product leader for critical platforms leveraging Salesforce technologies, Micro Front End architecture, and enterprise digital capabilities
• Partner with business leaders, technology teams, Agile practitioners, architects, and stakeholders to define product roadmaps
• Drive product delivery and ensure solutions meet the evolving needs of Business Banking teams
• Act as a trusted advisor to senior leadership, shaping product strategies, roadmaps, and priorities for complex digital capabilities supporting Business and Merchant Services
• Lead strategy and resolution of highly complex and unique enterprise challenges
• Deliver long-term, large-scale solutions requiring vision, creativity, innovation, advanced analytical and inductive thinking
• Coordinate complex activities and provide guidance to others
• Provide vision, direction, and expertise to senior leadership on innovative digital business plans, programs, and initiatives
• Strategically engage with professionals and managers across the enterprise
• Serve as an expert advisor to leadership
• Support applicable risk, compliance, governance, monitoring, identification, escalation, and remediation activities

Senior Lead Digital Product Manager – Business Banking, Merchant Services

Security Engineer

• Lead complex initiatives designed to mitigate current and emerging risks with broad impact
• Act as a key participant in monitoring, evaluating, and measuring the impact of decisions in the Control Management functional area
• Monitor moderately complex business-specific programs and provide risk management consulting to support risk-mitigation strategies
• Monitor, measure, evaluate, and report on the impact of decisions and controls to the relevant business group or functional area
• Develop and implement risk monitoring and risk reporting processes and controls
• Collaborate with relevant business groups to identify current and emerging risks associated with business activities and operations
• Provide guidance in developing and implementing risk-mitigating strategies
• Lead Control Management projects or virtual teams

Senior Premier Banker

Branch Manager

Strategic Capital Vice President

Branch Manager

Personal Banker

Branch Manager

Relationship Banker

Lead Product Manager

Senior Premier Banker

Roving Personal Banker

Lead Business Execution Consultant – Sales Planning, Strategic Initiatives

Branch Manager

Senior Business Execution Consultant – Strategic Operations and Insights

Senior Lead Digital Product Manager – Business Banking, Merchant Services

Lead Control Management Officer – Information and Cyber Security, Identity and Access Management