W

Wells Fargo

Diversified financial services: banking, lending, investments

Branch Metrics & Performance Senior Lead

Sales OperationsPosted on Nov 12
Full-time

About the Job

Requirements

  • At least 7 years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 5 years of Business Analysis experience supporting sales organizations, focused on performance measurement, data modeling, and building dashboards that deliver actionable insights to improve sales performance and business outcomes.

Responsibilities

  • Establish and maintain a sustainable productivity reporting framework, including identifying critical data requirements and partnering with key stakeholders to secure appropriate data access for the team.
  • Define and maintain a core set of banker and branch productivity metrics that provide consistent measures of performance.
  • Design and enhance reporting, dashboards, and performance measurement tools that provide visibility into business results, trends, and leading indicators.
  • Translate complex data and analysis into clear insights and executive-ready presentations that inform decisions and recommended actions.
  • Partner with data, product, finance, and other teams to implement metrics, improve reporting capabilities, and resolve data challenges.
  • Support the design and governance of benchmarking, peer group, and performance measurement frameworks to enable fair and meaningful performance comparisons.
  • Lead and contribute to strategic initiatives focused on performance management, incentive effectiveness, reporting capabilities, and business execution.

Desired Qualifications

  • Experience in consumer banking or branch banking support, such as supporting branch operations or executive leaders in a retail banking environment.
  • Experience analyzing performance metrics and translating complex data into actionable insights that drive business decisions and outcomes.
  • Experience developing and optimizing reporting, dashboards, scorecards, and performance management tools to support decision-making and business strategy.
  • Advanced proficiency in Microsoft Excel, PowerPoint, and other Microsoft Office applications, including the ability to create executive-level analyses and presentations.
  • Experience partnering across various lines of business and teams to deliver scalable performance measurement solutions.
  • Experience leading or supporting cross-functional projects and initiatives, and driving execution from concept through implementation.
  • Knowledge and understanding of retail banking and branch performance metrics, including the drivers of sales growth, productivity, customer outcomes, and field behaviors.
  • Experience with incentive compensation, performance measurement frameworks, benchmarking methodologies, or sales effectiveness programs.
  • Excellent verbal, written, and interpersonal communication skills.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

Recently Posted Jobs

Explore more opportunities at Wells Fargo

See more jobs