Teams at Wells Fargo

Provide roving, in-branch banking support across multiple branch locations: handle account openings, service requests, cash/teller transactions, perform discovery conversations, refer customers to specialists, promote banking solutions, and maintain compliance and risk controls while using digital tools.

Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop staff, drive branch performance, partner with internal sales teams, promote digital solutions, and manage operational risk and compliance.

Lead operational support for fiduciary professionals administering complex trust and estate relationships. Implement estate plans, manage client accounts and money movements, use Wells Fargo trust systems, identify fiduciary risk, support process improvements and infrastructure projects, and communicate with internal partners to deliver timely, compliant client service.