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Administer fiduciary relationships by analyzing trust and estate documents, implementing estate plans, ensuring regulatory compliance, engaging clients and advisors, managing account maintenance and KYC, recommending process improvements, and serving as a subject-matter expert in fiduciary administration.

Lead and coach a branch team to drive growth in deposits, lending, and investments while managing risk and operational controls. Hire, develop, and hold bankers accountable, partner with internal sales teams, promote digital solutions, and use reporting to improve performance and customer relationships. Complete Branch Manager Readiness Program before transition.

Serve as primary branch contact for consumer and business customers, build and grow relationships through discovery conversations, deliver tailored deposit/credit/investment solutions, support account openings and service requests, promote digital adoption, coordinate referrals to Wealth/Home Lending/Business Banking, and maintain compliance with FINRA/SAFE and Wells Fargo policies.

Drive acquisition, retention, and growth of affluent customers through advisory conversations, goal-based planning, and cross-product solutions. Manage a book of business, coordinate with Wealth/Home Lending/Business Banking partners, promote digital adoption, ensure accurate documentation and risk compliance, and complete required FINRA/SAFE licensing.

Manage and grow relationships with affluent customers by delivering multi-product banking, lending, and investment solutions. Acquire new clients, conduct discovery-based planning, coordinate with Wealth/Home Lending/Business partners, ensure compliance and documentation, drive digital adoption, and support branch service needs while meeting licensing and risk requirements.

Serve as primary branch point-of-contact to acquire, manage, and grow consumer and business customer relationships. Advise on deposits, credit, and investment solutions; resolve service requests; promote digital adoption; coordinate referrals to Wealth, Home Lending, and Business Banking; complete required licensing and maintain compliance and risk controls.

Serve customers in-branch by opening accounts, handling transactions, processing service and credit requests, and recommending banking products. Build relationships through proactive conversations and outreach, use digital tools to support customers, follow compliance and risk controls, and coordinate referrals to licensed specialists for complex needs.

Support Capital Markets Accounting Operations by analyzing and modeling risk data, producing reports for management and audits, resolving data reconciliation issues, supporting SDLC and data governance, participating in testing and project delivery, and assisting with product development and production support.

Lead and coach a branch team to acquire, deepen, and retain customer relationships, drive sales across deposit, lending, cards and investments, manage operational risk and compliance, execute branch routines, partner with internal sales teams, and improve banker productivity through coaching and performance management.

Lead global product strategy and roadmaps for supply chain finance, receivables, factoring, and trade products. Manage and develop product teams, align cross-functional stakeholders, drive go-to-market readiness, define pricing and distribution strategies, and oversee product lifecycle, resourcing, and performance using data-informed decision-making.