Wells Fargo Small & Business Banking Performance Management Lead 

United States, North Carolina, Charlotte 

736034730

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 ofBusiness Execution, Implementation, or Strategic Planningexperience, 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

$96,600.00 - $206,100.00

14 Mar 2025

Wells Fargo Recruitment and Hiring Requirements:

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