About this role:
Wells Fargo is seeking a Lead Business Execution Consultant within Small & Business Banking. As a Lead Business Execution Consultant within Small Business Banking, you will work directly with Regional Small Business Banking Directors and Small Business Banking Relationship Management Managers to drive sales performance that leads to small & business banking growth. Promotes/supports execution of business growth programs, improves client acquisition techniques, and identifies opportunities to improve sales effectiveness. Enables optimization of both the Small Business Banker and Small Business Banking Relationship Manager roles.
Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .
In this role, you will:
Key consultant with sales leadership team and partners on activities to drive Small & Business Banking sales plan
Conduct monthly business reviews with Directors, quarterly reviews with Relationship Managment Managers to drive accountability, understand actions and adjustments necessary to achieving financial plan
Ensure adoption of client sales process, consistent usage of tools and resources. Examples include but are not limited to effective outreach activities, needs assessment tools such as Proactive Advocate, pipeline/forecast review, CRV (Customer Relationship View), CEE (Customer Engagement Engine)
Execute Small & Business Banking priorities with leadership including alignment of growth strategies, business unit and P&L (Profit & Loss) reviews, forecasting process with key product leaders
Ensure adherence to compliance regulations and policies within Small & Business Banking growth strategy
Act as the key consultant to the Small Business Banking Directors and Small Business Banking Relationship Management Managers to identify trends, recognize performance gaps and creating strategic solutions to care for the identified gaps
Assess and leverage all reporting data and analytics in combination with observation to inform coaching and recommendations at Director, RMM, and banker levels for improved performance through the management cycle
Influencing Directors & RMMs on ability to diagnose opportunities and implement actionable steps to improve customer experience and drive growth
Facilitate best practice group sessions as needed to further skill, knowledge and acumen of the Small & Business Banking team
Participating and leading in customer and employee facing pilots
Serve as an early adopter and expert in learnings. Provide feedback and direction to sales enablement team regarding skills gaps and learning requirements
Required Qualifications:
5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Knowledge of the Proactive Advocate Conversation tool and how to drive performance in Small & Business Banking
Expert in understanding of the behavior framework, management cycle, and small & business banking activities, and how each leads to improved customer experience and business growth
Understanding of the Small & Business P&L/scorecard and how to identify areas for improvement; fluent in data and diagnosis and able to prioritize opportunities based on impact
Proven ability to coach others, driving behavior change and large-scale training intrinsics
Strong coaching, partnership, and influence skills to guide prioritization and effective skill execution at multiple levels (without direct authority)
Ability to communicate the why, show coach, practice, and guide effective behavior execution to support employee development and success
Proven written, oral, and presentation skills, including dynamic and engaging workshop facilitation to drive employee knowledge and skill
Highly organized to deliver in a dynamic environment with competing priorities
Highly organized with strong detail orientation, ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic environment
Effectively self-manage, using effective organizational capabilities and stakeholder engagement, managing simultaneous efforts while remaining agile to emerging priorities
Experience as a Relationship Management Manager or have had Performance Management coaching experience.
Job Expectations:
This position is not eligible for Visa sponsorship.
This position will require onsite presence at one of the locations listed below in a hybrid work schedule
Location:
333 Market St. San Francisco, California
Pay Range
Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.
$143,000.00 - $224,000.00
Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.
Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement
Scholarships for dependent children
Adoption reimbursement
Posting End Date:
17 Aug 2025
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Req Number: R-482475
