Wells Fargo

Operations

• Serve as a critical intermediary between the front office and back office during the lending origination and trading process
• Participate in low- to moderately complex initiatives and identify process improvement opportunities within Corporate & Investment Banking Lending Operations
• Execute credit requests and enter data across loan and operating exposure products
• Onboard clients and set up legal entities in applicable systems
• Review documentation and complete checklists
• Coordinate booking, funding, and collateral requirements
• Review credit approvals and legal documentation to support system setup
• Complete regulatory and compliance steps, including screenings and KYC confirmation
• Partner with loan operations to support closing and funding
• Identify issues and escalate exceptions as appropriate
• Review and analyze basic business, operational, or technical assignments
• Present recommendations to resolve low- to moderately complex situations
• Exercise independent judgment to support medium-risk deliverables
• Apply functional policies, procedures, and compliance requirements
• Collaborate with functional colleagues, internal partners, and stakeholders
• Support risk programs, proactive monitoring, governance, risk identification, escalation, and remediation

CIB Lending Operations Middle Office Specialist

Associate

• 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
• 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
• 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

Associate Roving Personal Banker

Manager

• 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 to improve banker productivity
• Build an engaged and accountable culture focused on identifying customer financial needs
• Balance growth objectives with operational risk management
• Complete the Branch Manager Readiness Program, including mentorship, job shadowing, and practical branch-operations training, unless already serving as a Wells Fargo Branch Manager
• Set expectations and manage performance through targeted coaching
• Deliver tailored consumer and business banking solutions
• Partner with Wealth & Investment Management, Business Banking, and Home Lending teams
• Educate customers about digital banking options
• Use reporting and employee observations to improve team performance and expand relationships
• Manage risk, resolve issues, and model behaviors that protect customers, employees, and the company

Branch 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 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
• Analyze reporting and employee observations to identify strengths and opportunities
• Execute actions to improve team performance and expand primary bank relationships and wallet share
• Balance growth, operational soundness, and talent decisions while managing risk and resolving issues
• Complete the Branch Manager Readiness Program before transitioning into the Branch Manager position

Banker

• Acquire new affluent consumer and business customers through strategic outreach, referrals, and appointments
• Deepen existing customer relationships through discovery-driven conversations
• Deliver tailored banking and credit strategies across deposits, lending, and investments
• Serve as the primary financial partner with comprehensive multi-product guidance and ongoing reviews
• Manage and actively grow a defined book of business
• Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking
• 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
• Transition from the temporary LP role to Senior Branch Premier Banker (SAFE) after completing licensing requirements and SAFE registration

Senior Premier 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 branch employees to improve productivity and performance
• Establish expectations and manage performance through targeted coaching
• Identify customer financial needs and deliver tailored consumer and business solutions
• Use branch routines, observation, feedback, and follow-up to build team capability
• 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 relationships
• Balance growth, operational soundness, talent decisions, and risk management
• Complete the Branch Manager Readiness Program before transitioning to the Branch Manager position, unless already 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 while maintaining service quality and bank standards
• Build customer relationships through proactive conversations and outreach
• 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 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
• Commute to assigned branch locations for the duration of assignments
• Flex between cash handling and customer banking activities to support branch operations

Roving Personal Banker

• 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 a branch team to improve banker productivity
• Build an engaged and accountable culture focused on identifying customer financial needs and recommending Wells Fargo solutions
• Balance growth objectives with operational risk management
• Participate in the Branch Manager Readiness Program through mentorship, job shadowing, guidance, and practical branch-operations learning
• Provide inclusive leadership, establish expectations, and manage performance through targeted coaching
• Lead the team in delivering tailored 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
• Educate customers about digital options and demonstrate available technology
• 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

• 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, solutions, and digital tools
• 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
• Process transactions accurately while maintaining compliance and operational standards
• Use 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 specialists
• Support branch operations by flexing between cash handling and customer banking activities

Personal Banker

• Grow, deepen, and manage relationships with affluent customers and customers with complex financial needs
• Serve as the primary point of contact for banking products and services through appointments, lobby engagement, and proactive outreach
• Own and actively 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
• Open accounts, handle service requests, and provide a seamless everyday banking experience
• 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
• Provide comprehensive, multi-product guidance and ongoing reviews across life stages and changing financial needs
• Coordinate warm introductions with Wealth, Home Lending, and Business Banking partners and 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 timely, and adhere to policies and regulations
• Complete licensing requirements and SAFE registration to transition from the temporary LP role to Senior Branch Premier Banker (SAFE)

Financial Planning and Analysis

• Oversee key accounting and financial reporting activities
• Lead complex initiatives impacting deposits and digital assets
• Drive development of a new Digital Assets Accounting Center of Excellence
• Provide technical accounting expertise and guidance on risks and controls
• Direct month-end close and external reporting processes
• Partner with senior business and finance leaders
• Act as a lead consultant for financial accounting matters affecting lines of business and control functions
• Apply functional accounting expertise to influence and provide direction to management on sensitive situations or negotiations
• Provide technical expertise on accounting issues, regulatory information, and research
• Provide technical assistance on major transactions and product development
• Provide data for financial and regulatory reports
• Communicate practices and procedures for proper financial controls in accordance with internal control policies
• Explain the impact of policy changes to management
• Serve as an internal consultant or final authority in the area of expertise
• Provide technical interpretation and drive adoption of best practices
• Lead complex projects or initiatives across multiple lines of business or the enterprise
• Identify compliance and risk management requirements and implement key risk initiatives with stakeholders
• Provide strategic consultation to leadership
• Interface with external agencies, regulatory bodies, and industry forums
• Provide work guidance or mentorship to peers

Lead Financial Accountant

Support Engineer

• Lead customer calls and clients through highly complex transactions and large, complex implementation meetings while directing internal resources and activities
• Review and analyze moderately complex business challenges requiring in-depth evaluation of multiple factors
• Prepare complex customized sales proposals, cost-benefit analyses, and pricing scenarios
• Resolve moderately complex issues and lead teams to meet project deliverables while following function, policy, procedure, and compliance requirements
• Collaborate with peers, colleagues, and mid-level managers to resolve issues and achieve goals
• Lead projects and teams or mentor less experienced individuals
• Serve as a trusted advisor to Treasury Management Consultants, Relationship Managers, and clients
• Manage a portfolio of complex client relationships, including onboarding, implementation, maintenance, and servicing activities
• Deliver a consistent, high-quality client experience through proactive communication, responsiveness, and issue resolution
• Partner with Sales, Product, Service, Operations, Implementation, and Relationship Management teams to achieve client outcomes
• Identify opportunities to increase treasury management product utilization and support sales growth initiatives
• Maintain focus on risk management, accuracy, operational discipline, and adherence to policies and procedures
• Identify process improvement, product utilization, and client satisfaction opportunities
• Mentor and support less experienced analysts by sharing treasury management knowledge, best practices, and guidance

Senior Treasury Management Sales Support Analyst

General

• Lead implementation and adoption of the Modern Technology Control Framework across technology platforms
• Translate control requirements into measurable engineering capabilities, automated controls, telemetry, and continuous monitoring solutions
• Lead and perform complex control assurance assessments across IT General Controls, platform controls, and supporting technology services
• Conduct technical walkthroughs, testing plans, evidence reviews, and control discussions across diverse stakeholder groups
• Partner with operations, engineering, architecture, and cyber security teams to design and evaluate automated preventive and detective controls
• Define and assess control telemetry, key risk indicators, control health metrics, and observability capabilities
• Support issue lifecycle activities, including root cause analysis, remediation plan review, control design improvement, evidence validation, and remediation support
• Contribute to thematic analysis across assessment outputs, threat modeling, Red Team exercises, and audit reviews
• Maintain and mature the control framework across IT Service Management and Operations
• Contribute to technology risk governance, program maturity, assessment methodology, testing processes, automation, and telemetry-based monitoring
• Support governance routines, audit readiness, regulatory documentation, senior reporting packages, assessment artifacts, testing documentation, and risk summaries
• Build relationships across Technology and Control Management to drive consistent risk management practices
• Stay current on emerging technology trends, cloud control models, and regulatory expectations
• Provide guidance and mentorship to junior assessors and team members

Lead Control Management Officer

Sales

• Drive new business and grow existing client relationships within Equipment Finance
• Originate, structure, and execute lease and loan financing solutions for commercial clients
• Assess client financials, understand business objectives, and deliver tailored credit solutions
• Lead moderately complex transactions from underwriting through funding
• Partner with coverage, credit, and product teams to advance deals and resolve client needs
• Source new relationships and expand an existing portfolio, targeting more than $30MM in annual funded volume
• Contribute to business planning and share market insights with product partners
• Support and mentor junior team members
• Lead or participate in sourcing new clients and growing existing relationships
• Analyze opportunities, structure and propose tailored financial solutions, coordinate internally, and submit transactions for approval
• Resolve moderately complex client issues using relevant policies, procedures, and compliance requirements
• Provide feedback on evolving market needs to support innovation, design, and delivery of credit solutions
• Contribute to large-scale planning for product or specialty business objectives

Lead Credit Product Sales Specialist

Data Engineer

• Lead moderately complex initiatives and deliverables within technical domain environments
• Contribute to large-scale strategy planning
• Design, code, test, debug, and document technology projects and programs, including upgrades and deployments
• Review moderately complex technical challenges and evaluate technologies and procedures
• Resolve technical issues while leveraging knowledge of functions, policies, procedures, and compliance requirements
• Lead a team to meet existing or potential client needs
• Collaborate with peers, colleagues, business stakeholders, and mid-level managers
• Lead projects and act as an escalation point
• Provide guidance and direction to less experienced staff
• Develop and support technology solutions for identifying, measuring, aggregating, and reporting counterparty credit risk

CIB Lending Operations Middle Office Specialist

Associate Roving Personal Banker

Branch Manager

Branch Manager

Senior Premier Banker

Branch Manager

Roving Personal Banker

Branch Manager

Personal Banker

Senior Premier Banker

Lead Financial Accountant

Senior Treasury Management Sales Support Analyst

Lead Control Management Officer

Lead Credit Product Sales Specialist

Senior Data Engineer