Business Deposits & Customer Strategy Executive

Wells Fargo Bank•Charlotte, NC

About The Position

Wells Fargo Business delivers comprehensive financial solutions to help small and mid-sized businesses manage cash flow, access capital, and grow. With a national footprint serving over 3 million small and business clients, the business operates at significant scale within one of the firm’s largest revenue segments – Consumer Banking & Lending – driving meaningful contributions to deposits, lending, and fee-based growth. The team partners closely with business owners to deliver actionable insights and a full suite of capabilities across deposits, credit, treasury, payments, and personal/Premier banking – bringing together digital tools, dedicated bankers, and the strength of Wells Fargo’s full franchise to deepen relationships and help clients succeed in both their business and personal financial lives. The Role The Business Deposits & Customer Strategy Executive leads an integrated team spanning Business Deposits, Segment Growth, and Data & Analytics, with end-to-end accountability for revenue growth, profitability, and customer economics, including checking primacy, deposit growth, and relationship value. The team is accountable for driving revenue, improving relationship returns, and increasing profitability per customer, with strategy tightly aligned to treasury, merchant, and personal/Premier capabilities and embedded in frontline execution. Scope of responsibilities include: Own customer strategy and economics for Business Banking, including checking primacy, deposit growth, relationship value, and profitability—defining how the business acquires, deepens, and retains customers to maximize revenue and returns. Drive the customer strategy, including segmentation, prioritization, and value proposition, with disproportionate focus on high-value and growth segments. Own the business deposits agenda end-to-end, including product design, pricing, and go-to-market—ensuring it directly drives checking primacy, deposit growth, and the majority of Business Banking revenue and profitability. Own integration of treasury, merchant, personal/Premier and broader Wells Fargo capabilities into unified customer offerings, including bundled value propositions and go-to-market alignment that deepen primary relationships. Provide strategic integration across Business Banking to ensure consistent prioritization, sequencing, and adoption of growth initiatives. Own the Business Banking data and analytics agenda as the growth decision engine, including customer segmentation, targeting, and prioritization. Ensure that data directly informs where and how the business invests, acquires, and grows. Lead and develop a high-performing leadership team across the consolidated portfolio, ensuring clear accountability and strong cross-functional operating routines. Establish performance metrics and operating reviews that track revenue, profitability, and relationship returns, ensuring clear visibility to progress, risks, dependencies, and required trade-offs. Own risk management for customer strategy and deposits initiatives, ensuring effective identification, escalation, and mitigation of risks

Requirements

10+ 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
6+ years of management experience

Nice To Haves

Deep understanding of Business Banking and deposits strategy, including product design and go-to-market execution.
Experience leading a team focused on enhancing customer experience, customer strategy, and end-to-end client journey.
Experience integrating insights from customer input channels and forums into actionable strategy and execution.
Proven experience driving results focused on acquisition/retention by leveraging competitive intelligence, data, and analytics.
Strong understanding of digital platforms and how digital capability enables customer growth and sustainability.
Leveraging financial and data analysis to drive results and investment decisions.
Ability to achieve results in a high complexity environment.
Executive level communications.

Responsibilities

Own customer strategy and economics for Business Banking, including checking primacy, deposit growth, relationship value, and profitability—defining how the business acquires, deepens, and retains customers to maximize revenue and returns.
Drive the customer strategy, including segmentation, prioritization, and value proposition, with disproportionate focus on high-value and growth segments.
Own the business deposits agenda end-to-end, including product design, pricing, and go-to-market—ensuring it directly drives checking primacy, deposit growth, and the majority of Business Banking revenue and profitability.
Own integration of treasury, merchant, personal/Premier and broader Wells Fargo capabilities into unified customer offerings, including bundled value propositions and go-to-market alignment that deepen primary relationships.
Provide strategic integration across Business Banking to ensure consistent prioritization, sequencing, and adoption of growth initiatives.
Own the Business Banking data and analytics agenda as the growth decision engine, including customer segmentation, targeting, and prioritization. Ensure that data directly informs where and how the business invests, acquires, and grows.
Lead and develop a high-performing leadership team across the consolidated portfolio, ensuring clear accountability and strong cross-functional operating routines.
Establish performance metrics and operating reviews that track revenue, profitability, and relationship returns, ensuring clear visibility to progress, risks, dependencies, and required trade-offs.
Own risk management for customer strategy and deposits initiatives, ensuring effective identification, escalation, and mitigation of risks