Small & Business Banking Sales Planning Executive

Wells Fargo Bank

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profile Job Location:

Charlotte - USA

profile Monthly Salary: $ 250000 - 420000
Posted on: 30+ days ago
Vacancies: 1 Vacancy

Job Summary

Consumer & Small Business Banking (CSSB)

Consumer and Small Business Banking (CSBB) provides financial services to consumer banking consumer lending and small business customers through over 4300 retail bank branches and more than 11000 ATMs in 36 states and the District of Columbia as well as through 20 customer service centers. CSBB is focused on continuously improving our customer satisfaction by simplifying our products pricing and processes and targeted innovation at scale.

The Role

We are seeking a strategic and operationally minded leader to join our Small & Business Banking organization to lead critical Sales Planning functions. This role will oversee Sales Execution Risk Coverage Model Design & Execution the banker compensation plan and the optimization of the end-to-end sales process. The successful candidate will be responsible for building and guiding a high-performing team that drives process innovation operational efficiency and risk mitigation across all customer engagement channelsdigital phone and in-person.

In this role you will:

  • Coverage Model & Staffing: Oversee the design implementation and execution of processes related to coverage model banker staffing and placement of bankers.
  • Sales Support: oversee and lead our centralized support team designed to support key activities in support of our banker.
  • Sales Process Optimization: Map and continuously improve the end-to-end sales process from lead generation to post-sale handoff across all channels. Define key sales stages and criteria identify bottlenecks and streamline workflows to enhance employee capacity and customer experience.
  • Compensation & Incentives: Partner with HR team to design sales compensation and incentive plans and monitor the adoption and efficacy of incentive programs based on performance data
  • Risk & Compliance Oversight: Provide oversight of risk activities including issues management controls execution risk program management and audit/testing engagement.
  • Banker Productivity Program: Develop and maintain an always on banker productivity plan across all roles segments and geographies that tracks to and with performance feedback loop enablement initiatives and outcome to get peak performance on bankers by tenure.

The Candidate

This leader must be an exceptional leader and will be recognized for accomplishments related to hiring retaining and developing a world-class staff. Successful candidates will be articulate poised proactive and possess a demonstrated leadership capability with strong interpersonal effectiveness. They must have strong understanding of business drivers and processes and be an effective influencer that has credibility with business leaders and able to offer credible challenge as needed. Leadership relationship management and credibility will be determining factors in selection.

Required Qualifications:

  • 8 years of Business Execution Implementation or Strategic Planning experience including Management or leadership experience or equivalent experience demonstrated through one or a combination of the following: work experience training military experience education
  • 4 years of management or leadership experience

Desired Qualifications:

  • Deep understanding of Small and/or Business Banking and Lending
  • Experience leading a team focused on business segment strategy profitability and revenue generating opportunities
  • 8 years of experience in sales operations business execution or related fields with at least 4 years in a leadership role
  • Proven experience leading large cross-functional teams and driving enterprise-level process improvements
  • Strong understanding of CRM systems sales enablement tools and data-driven decision-making
  • Demonstrated ability to design and implement sales compensation and incentive programs
  • Experience managing risk and compliance programs in a sales or financial services environment
  • Experience with building and develop a high-performing team culture focused on innovation accountability and continuous improvement
  • Excellent communication collaboration and stakeholder management skills

Pay Range

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements skills experience or work location. The range listed is just one component of the compensation package offered to candidates.

$250000.00 - $420000.00

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits many of which are listed below. VisitBenefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance critical illness insurance and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

Posting End Date:

9 Nov 2025

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. 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.

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 units risk appetite and all risk and compliance program requirements.

Applicants with Disabilities

To request a medical accommodation during the application or interview process visitDisability 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.

Consumer & Small Business Banking (CSSB)Consumer and Small Business Banking (CSBB) provides financial services to consumer banking consumer lending and small business customers through over 4300 retail bank branches and more than 11000 ATMs in 36 states and the District of Columbia as well as throug...
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Key Skills

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  • Accounting And Auditing
  • Account Development
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  • Content Development

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