About this role:
Wells Fargo is seeking a Business Execution Consultant.
In this role, you will:
- Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
- Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
- Determine areas of strength or Business Execution opportunity within defined scope of work
- Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
- Utilize independent judgment to guide moderate risk deliverables
- Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
- Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
- Collaborate and consult with leaders and executive management
- Provide work direction to less experienced Strategy and Execution staff
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- 2+ 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
- Acts as the customers' main point of contact for operational questions. Independently and proactively handles customer issues and problems.
- Monitors overdrafts and other funds movement activity in a customer-focused manner, understanding risk and securing necessary approvals.
- Confirms additional source of funds and partners with office management in decision making process.
- Coordinates activities and solves problems with various operations center, internal bank departments and outside vendors.
- Manages "owning the customer experience" approach and effectively executes on all standard protocols regarding interactions with customers.
- Independently and/or collaboratively with relationship manager and/or other treasury management office sales staff, conducts customer courtesy calls, both by phone and in-person, for the purposes of relationship building and client support.
- Gathers deposit and treasury management documentation from customers in a customer-focused manner. Serves as a key partner with treasury management in managing the customer experience during treasury management implementations and beyond for all net new customers and new product sales. (Check if to be included)
- Partners with the customer service team where needed to resolve issues and provides status updates on implementations. Helps with customer onboarding, due diligence as well as any other associated risk management matters where required. May serve as a subject matter expert for the office. Partners with customer service manager to complete line of business operational projects as necessary.
- 6+ years of Business Relationship Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- In-depth understanding of CIB products
- Knack for customer relationship and customer fulfilment for Banking products
- Graduate with suitable experience. Management education is an added advantage
- This role shares in managing a moderate-large portfolio of accounts within the CIB Coverage teams that support the Corporate Banking and Financial Institutions Groups of CIB.
- Team members 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
- Shift Timings: Since this is relationship management for US clients, shift timings generally will be 6.30 pm- 3.30am IST with +/- 2 hours.
- Job Location: Job location could either be Hyderabad or Bengaluru.
- Required Competency Target Rating
- Adaptability / Agility- Advanced
- Administrative Operations- Proficient
- Client / Customer Centricity- Advanced
- Client / Customer Service Delivery- Proficient
- Communication- Advanced
- Execution- Advanced
- Leading Change- Developing
- Organizational & Business Insight- Advanced
- Partnership- Advanced
- Product / Service Acumen- Proficient
- Retention & Expansion- Proficient
- Risk & Compliance- Proficient
- Stakeholder Relations- Proficien
27 Jan 2025
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
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 US: 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.
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 Disabilities
To 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.