Small Business Banking Performance Management Lead, Wells Fargo

Wells Fargo

Location:
United States, San Francisco

Category:
Banking

Contract Type:
Employment contract

Salary:

143000.00 - 224000.00 USD / Year

Save Job

Apply Position

Job Description:

Lead Business Execution Consultant within Small & Business Banking working 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.

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 Management Managers to drive accountability
Ensure adoption of client sales process, consistent usage of tools and resources
Execute Small & Business Banking priorities with leadership including alignment of growth strategies
Ensure adherence to compliance regulations and policies within Small & Business Banking growth strategy
Act as key consultant to identify trends, recognize performance gaps and creating strategic solutions
Assess and leverage all reporting data and analytics to inform coaching and recommendations
Influencing Directors & RMMs on ability to diagnose opportunities and implement actionable steps
Facilitate best practice group sessions
Participating and leading in customer and employee facing pilots
Serve as an early adopter and expert in learnings

Requirements:

5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, education
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
Understanding of the Small & Business P&L/scorecard and how to identify areas for improvement
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
Ability to communicate the why, show coach, practice, and guide effective behavior execution
Proven written, oral, and presentation skills, including dynamic and engaging workshop facilitation
Highly organized to deliver in a dynamic environment with competing priorities
Effectively self-manage, using effective organizational capabilities and stakeholder engagement
Experience as a Relationship Management Manager or have had Performance Management coaching experience

Nice to have:

Knowledge of the Proactive Advocate Conversation tool
Experience as a Relationship Management Manager
Performance Management coaching experience

What we offer:

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

Additional Information:

Job Posted:
August 19, 2025

Expiration:
August 21, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

View All Jobs In This Company

Job Link Share:

Small Business Banking Performance Management Lead