Retail Fulfillment Workforce Optimization Leader (Analytic Manager 4)

Charlotte, North Carolina
October 17 2020
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 and Small Business Banking is at the center of our efforts to rebuild trust and transform the way we serve our customers and clients. The Consumer and Small Business Banking organization is focused on innovating and transforming our business with the customer at the center, better enabling customers to engage with us how, when, and wherever they choose through a broad suite of financial products and services. While we are pleased to be an industry leader in many consumer and small business areas, including retail deposits, debit card transaction and purchase volume, and small business lending, our primary goal is delivering for our customers. Our market positions are an outcome of great work by employees who are committed to serving our customers.

The Retail Fulfillment Workforce Optimization Leader will be responsible for delivering analysis, insights and the decision strategies function for an area with impact across business line(s) or with some enterprise-wide impact. Provides leadership to the transformation of data into information and provides information and strategic insight that will assist leaders in decision-making relative to corporate products, services and process improvements that impact business outcomes. Participates in the formulation and articulation of vision for analytic opportunities and advancements. Evaluates, recommends and implements strategies for developing and utilizing technical resources to predict, improve and measure the success of fundamentals and new initiatives linked to business outcomes. This requires an understanding of internal business strategies and objectives. Identifies and integrates external market factors that impact or drive business outcomes. Defines measurement standards and collaborates with business partners to achieve consistent agreement and application of definitions, measurements and interpretation. Builds analytical capabilities and manages modeling, forecasting, reporting and/or data distribution tools and processes. Manages through other managers and/or senior consultants to accomplish objectives.

Key responsibilities include:
  • Provide strategic consulting to Retail Fulfillment, Home Equity, and Assumptions organization on staffing planning, resource management, and capacity balancing.
  • Oversight of all forecasting, planning, and lend activities and execution. Primary responsibility for planning and collaboration with other lines of business in the enterprise on resource opportunities. Works directly with BCA, Finance, HR, NUPRM, Compensation, ER, Communication and leaders on coordination and approval of specific business needs.
  • Partners with senior management to define the business strategy and create/execute corresponding business plans and initiatives. Strategy development for peak volume needs. Across enterprise strategy development on resource capabilities during non-peak volume needs.
  • Oversight and execution of all Retail Fulfillment and Home Equity capacity related initiatives. Communicate capacity strategies, routines, and deliverables. Collaborate with Production Leaders and teams to drive execution of capacity related strategies.
  • Strategic planning with National Underwriting and Production Risk Management Team on underwriting staffing and authority needs for all of Retail Fulfillment and Home Equity.
  • Responsible for daily oversight and strategy on work movement to ensure customers received the best service possible based on Fulfillment/Home Equity capacity, BCP Initiation and Execution, and Facilities needs and planning.
  • Build collaborative relationships with Finance, Sales, CPG, L&D, Human Resources, Compensation, Employee Relations, and National Underwriting and Production Risk Management (NUPRM).
  • Responsibility for the identification of strategic business, investment and alliance opportunities. Communication of strategy and related business plans to management. Provides guidance to less experienced team members.

As a Team Member Manager, you are expected to achieve success by leading yourself, your team, and the business. Specifically you will:
  • Lead your team with integrity and create an environment where your team members feel included, valued, and supported to do work that energizes them.
  • Accomplish management responsibilities which include sourcing and hiring talented team members, providing ongoing coaching and feedback, recognizing and developing team members, identifying and managing risks, and completing daily management tasks.

Preferred work locations: Charlotte, Orlando, Minneapolis, Des Moines, Englewood and Tempe. We will consider other locations in the Wells Fargo footprint.

Required Qualifications

  • 8+ years of experience in one or a combination of the following: reporting, analytics, or modeling
  • 4+ years of management experience

Desired Qualifications

  • Excellent verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
  • Knowledge and understanding of home lending or consumer lending
  • Strong analytical skills with high attention to detail and accuracy
  • Strong budgeting and forecasting skills
  • Strong relationship management skills
  • Extensive knowledge and understanding of research and analysis
  • Experience analyzing, interpreting and presenting results to management

Job Expectations

  • Ability to travel up to 25% of the time


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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