CB Reporting and Analysis Leader - Analytic Manager 5

Job Description

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, and the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 27 on Fortune’s 2016 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.

Wells Fargo Community Banking

Community Banking operates one of the most extensive banking franchises in the United States. Our service culture is the foundation of everything we do. Our focus is on delivering an exceptional experience for our customers and providing the products and services that will help them realize their financial hopes and dreams. Our team is empowered with resources that directly align with our customers’ needs, enabling us to understand their financial needs and recommend the right products and services to help them succeed financially at every stage of their lives.

Community Banking offers a wide array of products and services designed to help our customers achieve their financial goals. They include checking and savings accounts; CDs; card-free ATMs, debit and prepaid products; digital products and services; mobile banking, Online Banking and Bill Pay, and remittance products.

Community Banking includes Strategy and Administration; Customer and Branch Experience; the Customer Remediation Office; Distribution Strategy Group; Regional Banking; Regional Services; and Customer Segments, which includes Affluent Customer Segment, Wells Fargo at Worksm, Practice Finance, and Small Business, supporting customers with up to $5MM in annual revenue through Small Business Lending, Business Payroll, Regional Business Relationship Management, and Small Business Strategy and Development functions.

The Role

This leader will serve as the Community Banking Reporting and Analysis Leader responsible for reporting and analysis -- as well as business success measurements and platform and service staffing models

Responsibilities include, but are not limited to:

Lead Branch and Leadership Reporting:

  • Produce all non-financial day-to-day business/customer experience/ sales/service/activity reports for Community Banking: (excludes risk-management related reports)
    • Produce and improve over time scorecards that measure success
    • Provide business ownership and support for the Community Banking Gateway environment
    • Provide reports and tools related to non-financial business metrics for both individual performers and leaders
    • Provide single or short duration reporting on non-financial business metrics
    • Provide recurring customer experience reportin

Lead supporting analysis / provide support to senior leaders:

  • Provide direct support of the book administrative function for branch and banker books of business in the Customer Relationship View (CRV) tool, including book maintenance and transfers.
  • Provide direct support to Regional Bank Executives and Lead Region Presidents related to non-financial business metrics
  • Provide direct support to PM&R (Performance Management and Rewards) to include reports and tools needed to support field leaders
  • Management and oversight of data sets and processes to support data elements used in incentive, performance management and recognition programs.
  • Support major processes requiring data/analysis (i.e. Customer Needs Assessments)
  • Perform ad hoc analysis to inform decisions for branch and customer experience, including analysis in support of Change for the Better

Lead staffing models:

  • Service staffing model and all analysis and tools for the field in support of this
  • Platform staffing model and all analysis and tools for the field in support of this

The Candidate

The successful candidate will have success in building and leading a high performing, industry-leading customer focused teams in the financial services industry. This executive will have experience leading a best in class organization leveraging highly disciplined business, financial, operations, credit and risk management processes.

Required Qualifications

  • 8+ years of experience in analytics, modeling, or a combination of both
  • 6+ years of management experience; or 6+ years of leadership experience in an advanced quantitative analytics function

Other Desired Qualifications
  • A seasoned executive with at least 15 years of increasing leadership responsibility with demonstrated experience in a strategic, senior leadership role with deep analytics experience.
  • 10+ years’ experience in recruiting, developing, motivating and retaining talented and geographically dispersed teams and creating a strong teamwork oriented environment.
  • Detailed knowledge and understanding of financial services, customer experience, channel analytics, segment analytics, business gearing and financial drivers.
  • Demonstrated ability to influence without direct authority, create and manage (while achieving results) large-scale change and influence people at all levels of the organization.
  • Ability to manage effectively in a matrixed organization, create a strong collaborative environment, develop partnerships with many business and functional areas across Wells Fargo.
  • Demonstrated effective verbal, written and interpersonal communications skills with the ability to present complex data and metrics into an executive level summary to create understanding and influence decisions.
  • Strong analytical and critical thinking skills combined with strategic business focus.
  • Proven ability to attract, develop, and retain a highly engaged, high performing team.
  • Demonstrated ability to develop partnerships across lines of business and functional areas, and manage effectively in a matrixed organization.
  • Strong and demonstrated skills influencing senior leaders and multiple key stakeholders with many different and often conflicting priorities and ability to bring consensus that drives business performance.
  • Demonstrated experience in risk management and financial management.
  • Demonstrated ability to positively influence, motivate, attract, develop, retain and a direct team to emphasize individual and group strengths. Inspires and motivates team to high performance.


San Francisco, CA; Charlotte, NC; Minneapolis, MN; Phoenix, AZ; any major Wells Fargo hub location will be considered.


    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.

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