Mkt Growth & Dev Consultant 4 - Small Business Segment Consultant

Wells Fargo Austin , TX 78719

Posted 2 weeks ago

Job Description:

Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application.

At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Consumer Banking is an industry leader in supporting homeowners and consumers, in addition to operating one of the most extensive banking franchises in the country. We serve mass market, affluent, and small business customers; as well as provide home and personal lending. Our focus is on delivering an exceptional experience for our customers through financial advice and guidance coupled with providing the products and services that will help them realize their financial hopes and dreams. We've built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed.

Senior level small business consultant responsible for driving the success of the Wells Fargo's Small Business Customer Strategy which is a complex/diverse major product line with a high impact on profitability and success. Responsible for direct coaching of Senior Business Banking Specialists (Sr. BBS) and their branch managers as well as coordination of small business banker coaching with managers and Community Bank leadership to provide high-quality customer service and increase the ability to deepen customer relationships by recommending products and services. Coaching will be primarily delivered virtually. Sr. BBS have a dotted management line to the Small Business Segment Consultant. The Small Business Segment Consultant provides effective coaching that is inspirational, motivational and engaging, while leveraging Coaching 365 resources and tools. Analyzes performance trends, identifies developmental needs and provides daily coaching techniques and recommendations to improve performance. Conducts pre/post call planning, pipeline reviews, partners closely with Branch Managers to regularly review performance (including progress towards meeting PM&R objectives appropriately), partnership activities, and quarterly Business plans, assess performance, effectiveness and metrics of the individual Sr. BBS. The Small Business Segment Consultant plays a strong influence role across small business partners, providing necessary tools and resources to team members to increase the ability to recommend appropriate financial products and services to meet small business customer needs. Conducts regular team meetings with key partners and serves as the subject matter experts on small business segment tools and resources as part of the Sr. BBS ongoing learning and development.

Senior individual contributor accountable for strategic business development in assigned market or segment. Plans and executes strategic activities and projects that directly support the implementation and optimization of efforts to grow segment-specific sales/revenue/ profit/market share while ensuring adherence to compliance regulations and policies. Responsibilities include researching, identifying and selecting best channels, combination of channels and/or products to improve effectiveness and efficiency of coverage in marketplace and meet the unique needs of defined customer/business segments; developing internal and external relationships with bankers, brokers, business and community leaders; developing sales and/or marketing strategies and campaigns; establishing and enhancing relationships with various WF sales and functional groups to develop and execute programs to achieve market penetration, service and profitability goals; defining sales goals, metrics and tracking; developing and executing appropriate communications, processes and sales training; and maintaining/developing expert knowledge of product and delivery channels. Mentors lower level staff. May directly manage 1-2 consultants and/or virtual/cross-functional teams.

Required Qualifications

  • 5+ years of experience in one or a combination of the following: marketing, sales, or financial consulting
  • 3+ years of experience in performance coaching, performance management, or a combination of both in the financial services industry

Desired Qualifications

  • Excellent verbal, written, and interpersonal communication skills

  • Strong presentation skills

  • Knowledge and understanding of business banking: credit

  • Ability to work and influence successfully within a matrix environment and build effective business partnerships with all levels of team members

Other Desired Qualifications

  • Previous experience coaching small business bankers or equivalent roles

  • Experience leading, motivating, coaching, training, and developing a team to meet individual production, team production, and customer service goals

Job Expectations

  • Ability to travel up to 30% of the time

Street Address

CO-Denver: 1700 Lincoln St

  • Denver, CO

FL-Fort Lauderdale: 350 E Las Olas Blvd

  • Fort Lauderdale, FL

FL-Miami: 333 Se 2nd Ave

  • Miami, FL

GA-Atlanta: 360 Interstate North Pkwy Se

  • Atlanta, GA

NC-Charlotte: 401 S Tryon St

  • Charlotte, NC

TX-Irving: 5000 Riverside Drive

  • Irving, TX

MN-Saint Louis Park: 400 Highway 169 S - Saint Louis Park, MN

NV-Las Vegas: 3800 Howard Hughes Parkway

  • Las Vegas, NV

ID-Boise: 877 W Main St

  • Boise, ID

TX-El Paso: 221 N Kansas

  • El Paso, TX

TX-HOU-River Oaks: 1500 Waugh Dr

  • Houston, TX

TX-Austin: 111 Congress Avenue

  • Austin, TX

NM-Albuquerque: 200 Lomas Blvd

  • Albuquerque, NM

AZ-Chandler: 2600 S Price Rd

  • Chandler, AZ

AZ-PHX-Central Phoenix: 100 W Washington St

  • Phoenix, AZ

IA-Des Moines: 666 Walnut St

  • Des Moines, IA

OR-Portland: 1300 Sw 5th Ave

  • Portland, OR

NJ-Haddon Township: 600 W Cuthbert Blvd

  • Haddon Township, NJ


All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Small Business Consultant Westbank/Austin TX

Bank Of America Corporation

Posted 2 weeks ago

VIEW JOBS 3/16/2020 12:00:00 AM 2020-06-14T00:00 Job Description: At Bank of America, we handle the finances of over 67 million client relationships every day, including helping them save, borrow and invest for today and for their future. We stand by our clients each and every day giving them the power to realize their personal and business financial goals and help make their financial lives better. If you join our team, we'll count on you to care for, advise and guide our small business clients when they need us most - whether they're just starting out, expanding or managing the day-to-day. We're looking for people with passion and drive to provide comprehensive financial solutions to our small business clients. You'll be empowered to deliver the full spectrum of business and personal financial solutions to meet our client's needs and help make their financial lives better. As part of the Bank of America team, Small Business Consultants have access to industry-leading products and services, award-winning platforms and client education - all designed to meet the unique life priorities of our clients. Small Business Consultants partner closely with financial center employees as part of one team that delivers exceptional client care - your role will be to acquire and deepen small business relationships through face-to- face meetings. You'll actively connect with our clients through outbound telephone calls and execute consistent follow-up routines to meet their needs. The Small Business Consultant role is a great step toward a rewarding and successful career. At this stage, you'll start building the relationships that can shape your career, and be exposed to the products, platforms, and tools needed to serve clients. From day one, you'll receive training from our award-winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. With demonstrated success, you'll have the opportunity to advance into leadership roles such as a Small Business Banker Manager, or advance into other client professional roles- with unlimited opportunity to grow throughout the company. We'll help you * Get training and one-on-one coaching from managers who are invested in your success. You'll enroll in The Academy to develop as a consultant. * Build a quality external network of business relationships within your small business banking community. * Leverage the power of our company by working closely with internal and external partners to take advantage of the full capabilities of the bank. * Provide small business related guidance to financial center associates through huddles and team meetings. * Effectively balance sales performance, operational risk and client relationship care. As a consultant, you can look forward to * Unlimited potential for financial growth and incentive awards for meeting goals. * Growing your network to eventually grow your business. Leverage our relationships with one out of two U.S. households. You'll interact with banking clients and small business owners alike. You will also tap into a range of experts, from lending officers to financial solutions advisors. * Robust marketing support to reach wider audiences with greater appeal. * Ongoing professional development to deepen your skills and optimize your talent as the industry evolves and changes. We're a culture that * Believes in responsible growth and has a proven dedication to supporting the communities we serve. * Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. * Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. * Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. Required skills: * Has demonstrated experience and proven success with business to business sales, or small business banking. * Has strong communication skills with the ability to effectively influence clients. * Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution. * Has a proven sales track record. * Is able to build productive partnerships and working relationships. * Is experienced with outbound phone sales. Desired skills: * Experience with financial information, spreadsheets and financial skills. * Experience with inperson customer service and sales. * Experience working with small business clients. * Experience meeting or exceeding goals. * A working knowledge of small business products and services. * Bilingual skills. Shift: 1st shift (United States of America) Hours Per Week: 40 Bank Of America Corporation Austin TX

Mkt Growth & Dev Consultant 4 - Small Business Segment Consultant

Wells Fargo