Branch Transformation Readiness Consultant

Wells Fargo Bank • Chandler, AZ

2d

About The Position

Wells Fargo is seeking a Branch Transformation Lead to support Market Growth & Transformation by leading the scaling and execution of initiatives that transform the branch network, strengthen field performance, and improve customer and employee experiences. The role connects enterprise strategy with branch and field execution, bringing together physical branch investments, sales and service priorities, customer insights, digital adoption, and performance data into a cohesive transformation approach.

The position focuses particularly on branch relocations and renovations across the Mountain Division. It plans and executes readiness activities to support evolving branch technology, formats, and operating models, helping ensure relocated or renovated branches are positioned for success. The role requires strong field, branch, and sales experience and the ability to turn enterprise priorities into practical strategies that drive growth, efficiency, and exceptional customer experiences.

The role also establishes transformation governance, execution standards, success measures, and performance routines; uses branch, customer, transaction, and digital adoption data to guide decisions; and translates field observations into recommendations for senior leadership. It serves as a strategic connector across field leadership and enterprise partners, aligns stakeholders around transformation priorities and outcomes, communicates progress and risks to executives, and ensures frontline feedback informs strategy and investment decisions. Travel of up to 75% is expected. This position does not offer visa sponsorship.

Requirements

• At least 7 years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education.
• Leadership experience in a field, branch, retail sales, or distributed customer-facing sales and service environment.
• Strong understanding of branch operations, frontline sales and service, customer engagement, and field performance.
• Experience leading business transformation, growth strategy, or large-scale strategic initiatives and translating strategy into executable field plans.
• Ability to influence senior leaders and lead complex, cross-functional initiatives in a matrixed environment.
• Strong strategic, analytical, executive communication, and people leadership capabilities.
• Ability to travel up to 75%.

Nice To Haves

• Experience in financial services, consumer banking, retail banking, or a comparable multi-location sales and service organization.
• Experience in branch transformation, distribution strategy, sales effectiveness, customer growth, or field enablement.
• Experience using customer, sales, operational, and financial insights to guide strategy and investment decisions.

Responsibilities

• Establish governance and execution standards for branch transformation initiatives, including branch refreshes, relocations, and other transformation efforts.
• Partner with field and branch leadership to strengthen execution, identify opportunities, and address performance barriers.
• Connect branch transformation to customer growth, referrals, transaction migration, digital adoption, and customer engagement priorities.
• Ensure transformation strategies reflect branch and sales realities and provide field leaders with tools, insights, and support to execute.
• Evolve the transformation model based on business performance, customer insights, field feedback, and changing priorities.
• Establish success measures and performance routines that connect transformation activity to customer, sales, operational, and business outcomes.
• Use branch performance, transaction, customer experience, and digital adoption data to identify opportunities and inform strategic decisions.
• Evaluate performance trends and determine where strategies should be reinforced, adapted, or scaled.
• Translate field observations and performance insights into recommendations and actions for senior leadership.
• Optimize resources, capacity, and operating routines to focus on high-value transformation opportunities.
• Connect field leadership, market strategy, customer experience, analytics, digital, construction, learning, and other enterprise partners.
• Influence senior leaders and align stakeholders on transformation priorities, investment decisions, execution expectations, and outcomes.
• Develop executive communications about strategy, progress, risks, opportunities, and transformation impact.
• Create feedback loops between branch teams, field leaders, and enterprise partners so frontline insights inform strategy and investment decisions.
• Follow applicable risk programs, policies, procedures, compliance obligations, and escalation requirements; make sound risk decisions.

Benefits

• 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
• Employees may be eligible for incentive opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed