Lead Referral, Model & Performance Consultant Position Available In Mecklenburg, North Carolina

About this role: National Branch Growth & Enablement, which is a part of Consumer, Small & Business Banking is seeking a Lead Referral, Model & Performance Consultant. You are responsible for driving small business growth tactics in partnership with the National Branch Network (NBN). The Sales Enablement & Integration team is responsible for small business banker readiness integration activities, readiness programs and proficiency, advisory tools and insights, and the adoption of sales initiatives. Learn more about the career areas and lines of business at wellsfargojobs.com.

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 clientsWork alongside the regional coaches to implement skill development to optimize banker engagement, improve product proficiency, and deliver a seamless customer experienceWork with National Branch Network Coaches on identifying small business opportunitiesLeverage data-driven insights to drive efficiencyEnsure proper routing of small business customers and executing targeted outreach initiativesPartner with the National Branch Network ensuring consumer bankers are equipped to support small business clients effectively.

Analyze referral routing and quality metricsIdentify areas of opportunity across National Branch Network

• branch bankers for quality referral routing and proficiency opportunitiesIdentify 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 executivesLead 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 Opportunities1+ years of Banking experience, preferably in Small Business BankingPrevious experience reviewing key metrics, identifying areas of opportunity and coming up with solutions

Job Expectations:

Ability to travel up to 10% of the timeThis position offers a hybrid work scheduleThis position is not eligible for Visa sponsorship.

Posting Location(s): 2700 S Price Rd.

• Chandler, Arizona 85286250 E John Carpenter Frwy.
• Irving, Texas 750621525 W W T Harris Blvd.
• Charlotte, North Carolina 2826211601 N. Black Canyon Hwy.
• Phoenix, Arizona 85029Required locations listed.

Posting End Date:

24 May 2025

• Job posting may come down early due to volume of applicants.

We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in

Canada:

Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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