Small Business Banking Performance Management Lead, Wells Fargo

Wells Fargo

Location:
United States, Charlotte ▼
Irving
Chandler
San Francisco

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Led 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.

Job Responsibility:

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 Mangement 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
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

Requirements:

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
Knowledge of the National Branch Network behavior framework 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 District Manager in the National Branch Network or have had Performance Management coaching experience

Additional Information:

Job Posted:
August 15, 2025

Expiration:
August 17, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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Small Business Banking Performance Management Lead

Wells Fargo

Location:United States, Charlotte ▼IrvingChandlerSan Francisco

Category:Banking

Contract Type:Not provided