Lead Business Execution Consultant

Wells Fargo • Irving, TX

1d • Hybrid

About The Position

As a Lead Business Execution Consultant within Wells Fargo Business, you will work directly with Regional Business Banking Directors and Business Banking Relationship Management Managers to drive sales performance that leads to business banking growth. Promotes/supports execution of business growth programs, improves client acquisition techniques, and identifies opportunities to improve sales effectiveness. Enables optimization of both the Business Banker and Business Banking Relationship Manager roles. Learn more about the career areas and lines of business at wellsfargojobs.com.

In this role, you will:
Key consultant with sales leadership team and different partners on activities to drive the Business Banking sales 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 Business Banking priorities with leadership including alignment of growth strategies, business unit and P&L (Profit & Loss) reviews, forecasting process with key product leaders
Act as the key consultant to the Business Banking Directors and 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 Business Banking team
Serve as an early adopter and expert in learnings. Provide feedback and direction to sales enablement team regarding skills gaps and learning requirements
Demonstrated ability to synthesize performance results and trends into clear, concise insights for regular presentation to executive leadership

Requirements

• 5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education.

Nice To Haves

• Knowledge of the Behavior Framework & Proactive Advocate Conversation tool and how to drive performance in Business Banking.
• Expert understanding of the behavior framework, management cycle, and business banking activities, and how each leads to improved customer experience and business growth.
• Understanding of the 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.
• Experience as a Relationship Management Manager or have had Performance Management coaching experience.

Responsibilities

• Work directly with Regional Business Banking Directors and Business Banking Relationship Management Managers to drive sales performance that leads to business banking growth.
• Promote/support execution of business growth programs.
• Improve client acquisition techniques.
• Identify opportunities to improve sales effectiveness.
• Enable optimization of both the Business Banker and Business Banking Relationship Manager roles.
• Act as a key consultant with the sales leadership team and different partners on activities to drive the Business Banking sales plan.
• Ensure adoption of client sales process, consistent usage of tools and resources (e.g., Proactive Advocate, pipeline/forecast review, CRV, CEE).
• Execute Business Banking priorities with leadership, including alignment of growth strategies, business unit and P&L reviews, and forecasting process with key product leaders.
• Act as the key consultant to Business Banking Directors and Business Banking Relationship Management Managers to identify trends, recognize performance gaps, and create strategic solutions.
• Assess and leverage reporting data and analytics, combined with observation, to inform coaching and recommendations for improved performance.
• Influence Directors & RMMs on their ability to diagnose opportunities and implement actionable steps to improve customer experience and drive growth.
• Facilitate best practice group sessions to enhance the skill, knowledge, and acumen of the Business Banking team.
• Serve as an early adopter and expert in learnings, providing feedback and direction to the sales enablement team regarding skills gaps and learning requirements.
• Synthesize performance results and trends into clear, concise insights for regular presentation to executive leadership.

Benefits

• Wells Fargo is an equal opportunity employer.
• Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

What This Job Offers

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