Small & Business Banking Sales Planning Executive jobs at Wells Fargo in United States, Charlotte

In this role, you will

• Execute post-transaction processes related to corporate credit facilities, ensuring timely and accurate data entry and validation.
• Review legal and credit approval documentation to confirm alignment with internal systems of record.
• Collaborate with deal teams, credit execution, and operations to ensure consistency and completeness of transaction data.
• Address and resolve complex issues, escalating as necessary to ensure timely resolution.
• Apply a strong understanding of bank policies, procedures, and regulatory requirements to ensure compliance.
• Partner with internal stakeholders to troubleshoot issues and drive process improvements.
• Exercise sound judgment and develop subject matter expertise in credit operations, procedures, regulatory reporting and data governance.
• Represent the CDA group in cross-functional initiatives and forums.
• Provide guidance and informal mentorship to junior team members, fostering a culture of continuous learning and operational excellence.

Required Qualifications:

• 4+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• In-depth experience within credit operations or related field
• Detailed understanding of credit documentation and corporate loan structures
• Knowledge of booking and closing processes
• Experience with credit systems such as LIQ, nCino, CoRS, ICMP, WCIS, ART, TRE, RCS, E-TRAC
• Exceptional attention to detail and a commitment to data accuracy
• Strong organizational and time management skills with the ability to manage multiple priorities in a fast-paced and complex environment to meet deadlines and achieve goals
• Proven ability to work independently and collaboratively across teams and organizational levels.
• Effective problem-solving and decision-making capabilities.
• Excellent verbal and written communication skills.
• Proficiency in Microsoft Office Suite, particularly Excel, Word, and Outlook.

Job Expectations:

• Ability to work outside of normal business hours if needed

PostingLocations:

• Charlotte, NC - 550 S Tryon Street
• San Antonio, TX - 4101 Wiseman Blvd
• Minneapolis, MN - 90 S 7th Street

Pay Ranges:

• Charlotte, NC: $63,600 - $113,000
• San Antonio, TX: $63,600 - $113,000
• Minneapolis, MN: $63,600 - $113,000

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Manage and develop a team of Business Execution Consultants while ensuring successful planning, integration, impasse resolution, and measurement of operations with moderate to high complexity and visibility
• Engage functional leaders to obtain resources, influence outcomes, address conflict, and ensure alignment with Wells Fargo's policies and business line objectives
• Identify potential risks when implementing change along with developing mitigation strategies and plans
• Recommend opportunities for Business Execution process improvement
• Determine appropriate strategies and actions of multiple business groups to meet moderate to high complex deliverables
• Interpret procedures and processes, and provide leadership to strategize and execute a variety of programs, services, and initiatives that are significant in scope, complexity, and risk
• Collaborate with and influence functional business partners, leaders, and executive management to provide support and drive strategic initiatives for the business
• Manage allocation of people and financial resources for Business Execution
• Develop and guide a culture of talent development to meet business objectives and strategy

Required Qualifications:

• 6+ 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
• 3+ years Management or leadership experience

Desired Qualifications:

• Partner with Operations and Technology to build and deliver multiyear operational strategy supporting centralized Markets cash movements and funding functions.
• Experience managing large scale transformational initiatives, including automation and platform modernization
• Operations knowledge and experience with Capital Markets , Funding and Cash management, SWIFT Industry initiatives, Wire payments
• Experience with Prime, Securities Operations/Broker Dealer processes and/or applications and systems
• Working with Operations leadership team, Technology, and other support functions to assess multiple regulatory/industry obligations, Operational process improvements, Technology upgrades, and business growth opportunities to create a strategic plan for delivery across the change portfolio
• Exceptional relationship building skills with demonstrated ability to collaborate, negotiate and influence decision making
• Ability to exercise independent judgment, critical thinking, and resourcefulness to identify and resolve problems and incidents
• Ability to work effectively, prioritize work, and meet deadlines in a matrixed and dynamic team environment, across all organizational levels with flexibility, collaboration, and adaptability
• Advanced verbal, written, and interpersonal communication skills with demonstrated experience engaging and influencing stakeholders, and creating concise communications to senior leaders
• Aptitude to structure multiple tasks, work in an organized manner under pressure and time constraints

Job Expectations:

• This position offers a hybrid work schedule at the locations listed
• This position is not eligible for Visa sponsorship
• This position is not eligible for relocation

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Role

In this role, you will:

• Coverage Model & Staffing: Oversee the design, implementation, and execution of processes related to coverage model, banker staffing, and placement of bankers.
• Sales Support: oversee and lead our centralized support team designed to support key activities in support of our banker.
• Sales Process Optimization: Map and continuously improve the end-to-end sales process from lead generation to post-sale handoff across all channels. Define key sales stages and criteria, identify bottlenecks, and streamline workflows to enhance employee capacity and customer experience.
• Compensation & Incentives: Partner with HR team to design sales compensation and incentive plans and monitor the adoption and efficacy of incentive programs based on performance data
• Risk & Compliance Oversight: Provide oversight of risk activities including issues management, controls execution, risk program management, and audit/testing engagement.
• Banker Productivity Program: Develop and maintain an “always on” banker productivity plan across all roles, segments, and geographies, that tracks to and with performance feedback loop, enablement, initiatives, and outcome to get peak performance on bankers by tenure.

Required Qualifications:

• 8+ years of Business Execution, Implementation, or Strategic Planning experience, including Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• Deep understanding of Small and/or Business Banking and Lending
• Experience leading a team focused on business segment strategy, profitability and revenue generating opportunities
• 8+ years of experience in sales operations, business execution, or related fields, with at least 4+ years in a leadership role
• Proven experience leading large, cross-functional teams and driving enterprise-level process improvements
• Strong understanding of CRM systems, sales enablement tools, and data-driven decision-making
• Demonstrated ability to design and implement sales compensation and incentive programs
• Experience managing risk and compliance programs in a sales or financial services environment
• Experience with building and develop a high-performing team culture focused on innovation, accountability, and continuous improvement
• Excellent communication, collaboration, and stakeholder management skills

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Work with Data Management Operations (DMO) teammates to define and implement a Commercial Business Operations (CBO) Data Management Operations process and playbook
• Track and report data management requests, issues, defects and provide status and risks/mitigants of work items
• Facilitate Data Management Operations (DMO) team meetings and capture action items and follow up as needed
• Work with Data Management Operations (DMO) teammates to support status reporting, senior management, risk, and other status reporting
• Represent Data Management Operations (DMO) in various project / program forums

Required Qualifications:

• 4+ 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:

• 3+ years project management experience.
• Ability to manage competing priorities and associated risks.
• Good relationship / network building skills. Ability to coordinate and collaborate with Operations Subject Matter Experts (SME), Commercial Bank Lending FRY14 Program, and Oversight teams on defect / issue remediation and Operations process improvements.
• Willingness to learn Commercial Banking Operations (CBO) organization, processes, and applications and interaction
• Candidate should be initiative-taking, organized, and have excellent written / verbal communications skills. Ability to develop presentations.
• Candidate should have strong critical thinking / problem-solving skills and intellectually curios to dive in and help fix issues.
• Wholesale Loan product, operations processing experience / knowledge and related systems (e.g., LIQ/AFS) required
• Proficient in Microsoft product suite of tools including Excel, PowerPoint, and SharePoint
• Process management, data management regulatory reporting experience, a plus

Job Expectations:

• Ability to work a hybrid schedule of 3 days in office / 2 days remote
• Willingness to work on-site at stated location on the job opening.
• This position is not eligible for Visa sponsorship.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

In this role, you will:

• Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment

• Interact with customer service team and perform moderately complex customer support tasks

• Manage risk by following all policies and procedures and staying abreast of changes to them

• Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed

• Receive direction from customer service supervisor and escalate non-routine questions

Required Qualifications:

• 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Successfully completed the Financial Industry Regulatory Authority (FINRA) Securities Industry Essentials (SIE) exam

Desired Qualifications:

• Military experience researching and assessing questions, process, and procedures to make recommendations on solutions.

• Military experience with tracking information in multiple computer systems with high level of accuracy.

• Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers.

Job Expectations:

• Must be able to attend full duration of required training period.

• This position is not eligible for Visa sponsorship.

• Ability to work additional hours as needed.

• Schedule may be eligible for a shift differential under the terms of the shift differential policy.

• Must work on-site at the location

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

The Role

This role is responsible for:

• Articulating a unified transformation vision for Banking Operations—defining what we aim to achieve, why it matters, and how it drives value;
• Aligning transformation goals with business strategy, establishing a clear roadmap and executing delivery in partnership with key partner (incl. Technology);
• Ensuring that all initiatives are purpose-driven and powered by advanced technologies, accelerating innovation and maximizing operational excellence.

Responsibilities include:

• Build and lead a high-performing Transformation Office, establishing routines that ensure transparency, track deliverables, monitor key metrics, and manage risk.
• Leverage advanced technologies to drive transformation, fostering innovation, operational excellence and scalable growth.
• Assess program interdependencies and frame complex decisions, balancing business and technology tradeoffs to provide clarity to executive leadership.
• Foster a culture of trust, accountability, innovation, and transparency, enabling Banking Operations to successfully adopt and evolve transformational changes.
• Deliver executive-level transparency and oversight, through strategic networking, presentations, and reporting to senior leadership and regulatory bodies..

Required Qualifications:

• 8+ 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.
• 4+ years of management experience.

Desired Qualifications:

• Seasoned senior leader demonstrating progressive responsibility in leadership positions with strong customer & digital leadership experience, including operational experience.
• Demonstrated a strong history of execution, exceptional business acumen and critical thinking, proven ability to lead change in a large-scaled and complex organization, and experience with cutting-edge technology (GenAI, ML).
• Experience leading large, complex, cross-functional programs in a fast-paced, complex, and dynamic environments.
• Experience building and delivering transformational roadmaps, inclusive of people, process, systems, and technology.
• Expert cutting-edge technical aptitude and proven execution, driving Automated Intelligence and Machine Learning to deliver meaningful outcomes .
• Ability to manage effectively in a matrixed organization, create a strong collaborative environment, develop partnerships with many business and functional areas across Wells Fargo.
• Effective relationship management and the ability to influence and create an environment that fosters collaboration and credible challenge across multiple levels of the organization.
• Strong communication skills, both verbal and written; effective in communication across variety of audiences and constituencies, including executive management.
• Ability to translate complex technical concepts so that they are clearly understood in support of sound decisions.
• Ability to understand operational impacts of technical decisions; able to translate to both technical and non-technical teams.
• Proven change leader with the ability to drive multiple work streams at once as an “influencer”, driving results; operational experience a plus.
• Background and passion for talent development and models the value of an inclusive workplace .
• “Roll up your sleeves hands- on” leadership style with strong bias for action.
• Demonstrated experience in customer-centric design/ journey mapping & current technology practices (Agile, Cloud Computing/SaaS, Analytics & Data Management, etc.) is desired.
• Effectivedecision-making/criticalthinking/problem solving skill that is execution-focused and results oriented.
• Self-directed, results driven, and comfortable with ambiguity; i.e.; comfortable taking a vague initiative and creating a definitive plan.
• Strong ability to maintain a strategic perspective while managing detailed tasks.

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role:

MCRM owns primarily models developed by MCRA, but also covers some qualitative models developed by MCRM business leads. Specific responsibilities include developing and managing model reporting functions. The role will also have critical responsibility for executing and evidencing performance of controls in alignment with companywide control standards. The consultant will work closely with senior specialists and managers within MCRA.

In this role, you will:

• Lead or participate in moderately complex initiatives, and delivering insight and decision strategies within analytics and reporting, and contribute to large-scale planning related to Risk Analytics
• Review and analyze moderately complex data aggregation, forecasting, reporting, and programming models
• Be responsible for process production, data reconciliation, and model documentation in alignment with policy governance
• Perform Model management for Market Risk and Counterparty Credit Risk Models
• Resolve data, production, business modeling, and lead team to meet Risk Analytics deliverables while leveraging solid understanding of risk reporting policies, modeling strategies, procedures, regulatory requests, and compliance requirements
• Collaborate and consult with peers, experienced managers, compliance, and technology to resolve modeling, forecasting, and production issues, and achieve analytic and reporting goals
• Lead projects, teams, and mentor less experienced staff
• Partner with cross enterprise risk analysts in development of common modeling strategies

Required Qualifications:

• 4+ years of Risk Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Familiar with a range of software types and packages, including proficiency in Microsoft Office applications (Word, Outlook, Excel, PowerPoint, Visio) and Jira
• Strong analytical skills include strategically analyzing data, diagnosing opportunities, and provide reporting
• Knowledge of capital markets financial products
• Excellent communication, organization and project management skills
• Experience developing improvement processes and implementations strategies
• Experience providing administrative support to include responding to inquiries and request for information
• Experience developing partnerships and collaborate cross functionally

Posting Locations:

• 550 S. Tryon Street - Charlotte, North Carolina

Job Expectations:

• Required location listed above. Relocation assistance is not available for this position.
• This position currently offers a hybrid work schedule.
• This position is not eligible for VISA sponsorship.
• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.