Supports business managers and sales leaders across Fixed Income Distribution by tracking priorities, preparing executive materials, managing financial and workforce routines, coordinating client coverage processes, supporting risk and control activities, and partnering with cross-functional teams. The role also assists with workflow, data, platform, vendor, and process-improvement initiatives while analyzing business, financial, operational, and risk information in a regulated environment.

Supports branch operations and customer experience by processing and approving teller transactions, resolving operational issues, promoting digital banking solutions, and referring customers to bankers. Assists the branch manager with scheduling and operational tasks, identifies customer financial needs, manages risk and fraud concerns, and helps motivate employees while following banking policies, compliance controls, and loss-prevention procedures.

Provides complex administrative and operational support to Corporate and Investment Banking leaders and teams. Responsibilities include managing calendars, travel, expenses, reports, documentation, meetings, deliverables, callers, and business initiatives. The role supports less experienced assistants, interprets procedures, handles confidential information, coordinates with internal stakeholders, and drives process improvements while maintaining compliance with Wells Fargo and FINRA requirements.