Serve as team member of the Wyoming SBDC network and regional director for the Southwest Region of the SBDC. This includes the counties of Sublette, Sweetwater, Uinta, and Lincoln. Provide leadership, vision, strategic planning, development and oversight of the Southwest region. Determine the needs of the area and meet those needs with advising, business training programs, executive programs, and other services. Work with the SBA, Wyoming Business Council and various other regional economic development providers. Provide research and information to prepare business plans, financial management/analysis and loan portfolio recommendations to clients. Provide specialized advising in all aspects of bookkeeping/accounting. Serve as network QuickBooks Pro.

Effectively acquires, manages and grows profitable account relationships with less complex business customers that have annual gross sales of generally more than $2MM and less than $20MM. Ensures the overall success & growth of an assigned portfolio by deepening relationships of existing customers and through the acquisition of new customers. Continually partners with existing customers in order to fully understand their businesses, goals, strategies and challenges. Proactively assesses their financial needs for the purpose of formulating a business plan and delivering an effective variety of financial products and services in order to help the customer succeed financially. Performs effective financial analysis and underwriting in the areas of credit, cash flow and collateral. Effectively partners with other Bankers and lines of business to deliver the full complement of Wells products and services. May structure and complete straight forward secured and unsecured business loans.