Small & Business Banking Performance Management Lead
Wells Fargo
This job is no longer accepting applications
See open jobs at Wells Fargo.See open jobs similar to "Small & Business Banking Performance Management Lead" Tech Titans.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.
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 Mgmt 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
- Compensation of role based on evaluation provided by Directors & RMMs and performance improvement observed in the Small & Business Banking segment and proficiency of overall expectations of the role.
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 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
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
Locations:
- 1525 W WT Harris BLVD Charlotte, NC
- 250 E John Carpenter Freeway Irving, TX
- 2600 S Price Rd Chandler, AZ
- 333 Market St San Francisco, CA
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.
$96,600.00 - $206,100.00Benefits
Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs 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:
14 Mar 2025*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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.
Candidates applying to job openings posted in US: 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.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our 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.
This job is no longer accepting applications
See open jobs at Wells Fargo.See open jobs similar to "Small & Business Banking Performance Management Lead" Tech Titans.