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Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial conversations, and tailored guidance across deposits, lending, investments, and banking services. Owns a book of business, acquires and deepens relationships, coordinates referrals across Wealth, Home Lending, and Business Banking, promotes digital adoption, supports branch colleagues, and maintains strong risk, documentation, licensing, and compliance standards.

Leads a Wells Fargo branch team, driving customer acquisition, relationship growth, sales performance, coaching, talent development, operational excellence, and risk management. Identifies customer financial needs and connects customers with banking, lending, investment, wealth, business banking, and digital solutions. Partners with internal teams, analyzes performance, manages compliance, and builds an accountable, customer-focused culture. Successful completion of the Branch Manager Readiness Program is required unless currently serving as a Wells Fargo Branch Manager.

Leads a Wells Fargo branch by driving customer acquisition, relationship growth, sales performance, operational soundness, and risk management. Coaches and develops branch employees, manages performance, identifies customer financial needs, partners with internal banking teams, promotes digital banking solutions, and executes action plans to improve productivity and business outcomes. The role requires completion of the Branch Manager Readiness Program, Saturday availability, initial travel up to 50%, and SAFE registration.

Leads a Wells Fargo branch team, driving customer acquisition, relationship growth, sales performance, coaching, talent development, and operational excellence. The manager identifies customer financial needs, coordinates with internal banking partners, promotes digital banking solutions, analyzes performance, manages risk, resolves issues, and ensures compliance while building an accountable, customer-focused culture.

Supervise an Equipment Finance Underwriting team reviewing commercial credit transactions and making lending decisions on loans and leases. Manage delegated credit approval authority, quality, compliance, workflow allocation, process improvements, and financial resources. Collaborate with senior credit and sales leaders, partners, and internal stakeholders. Mentor direct reports, support talent development and hiring, and resolve daily supervisory and operational issues.

Build customer relationships through branch interactions and proactive outreach. Identify financial needs, recommend banking products and services, support account openings, service requests, and credit applications, and process cash transactions. Use digital tools, follow compliance and risk controls, collaborate with branch specialists, and deliver accurate customer service while supporting branch growth. Saturday availability and SAFE registration are required.

Leads second-line operational risk oversight for Corporate and Investment Banking Markets, covering trading, sales, technology, trade processing, resilience, vendors, data, and AI-enabled activities. Reviews controls, risk assessments, loss events, emerging risks, issues, and strategic initiatives; escalates significant themes to executives and governance committees. Partners across risk, compliance, audit, technology, operations, and business teams while developing strategic risk insights. Manages and develops a geographically dispersed team of senior operational risk professionals.

Build customer relationships in a Wells Fargo branch by identifying financial needs, recommending banking products and services, opening accounts, processing transactions, supporting credit applications, and making referrals. The role combines customer service, relationship growth, cash handling, digital banking support, compliance, and risk awareness. Saturday availability and SAFE registration are required.

Manages an Equipment Finance Underwriting team reviewing commercial loan and lease transactions up to $1 million. Provides delegated credit approval, supervises workflow and quality, ensures compliance, allocates resources, improves processes, resolves operational issues, collaborates with credit and sales leadership, and mentors and hires team members.

Build customer relationships, understand financial needs, recommend banking products and services, support account openings and credit applications, process cash transactions, conduct outreach, use digital banking tools, and maintain compliant service standards. The role also involves referrals to specialists, risk escalation, collaboration with branch teammates, and Saturday availability.