Wells Fargo Lead Referral Model & Performance Consultant 

United States, Arizona, Chandler 

611098965

In this role, you will:

• Focus on small business initiatives to enhance the referral model (banker to banker)

• Build small business acumen among consumer bankers and increasing small business productivity that will lead to deepening relationships with small business clients

• Work alongside the regional coaches to implement skill development to optimize banker engagement, improve product proficiency, and deliver a seamless customer experience

• Work with National Branch Network Coaches on identifying small business opportunities

• Leverage data-driven insights to drive efficiency

• Ensure proper routing of small business customers and executing targeted outreach initiatives

• Partner with the National Branch Network ensuring consumer bankers are equipped to support small business clients effectively.

• Analyze referral routing and quality metrics

• Identify areas of opportunity across National Branch Network - branch bankers for quality referral routing and proficiency opportunities

• Identify areas of opportunity across Small & Business Banking - relationship managers and Small Business Bankers on driving quality referrals and tracking

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:

• Previous experience prioritizing key small business enhancement to the tools used across Branch Banking with key NBN executives

• Lead cross functional teams on marketing activation requirement and deployment of key technologies to support the library of Next Best Conversations, partner agreement, referral quality and Suggested Opportunities

• 1+ years of Banking experience, preferably in Small Business Banking

• Previous experience reviewing key metrics, identifying areas of opportunity and coming up with solutions

Job Expectations:

• Ability to travel up to 10% of the time

• This position offers a hybrid work schedule

This position is not eligible for Visa sponsorship.

Posting Location(s):

• 2700 S Price Rd. – Chandler, Arizona 85286

• 250 E John Carpenter Frwy. – Irving, Texas 75062

• 1525 W W T Harris Blvd. – Charlotte, North Carolina 28262

• 11601 N. Black Canyon Hwy. – Phoenix, Arizona 85029

Required locations listed.

Wells Fargo Recruitment and Hiring Requirements:

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