Consultant jobs in United States
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Branch Transformation Consultant
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Branch Transformation Consultant
Wells FargoCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in leading business transformation initiatives, optimizing branch operations, and enhancing customer engagement through strategic planning and execution. Proven ability to influence stakeholders and leverage data-driven insights to drive performance and growth in a multi-location sales environment.
Highest-signal resume keywords
Business ExecutionBranch TransformationStrategic PlanningCross-Functional LeadershipCustomer Engagement
About the role
Key responsibilities & impact- Lead the scaling and execution of initiatives that transform the branch network, strengthen field performance, and improve customer and employee experiences
- Plan and execute readiness activities for branch relocations and renovations across the Mountain Division
- Establish governance and execution standards for branch refreshes, relocations, and other transformation efforts
- Partner with field and branch leadership to strengthen execution, identify opportunities, and address performance barriers
- Connect branch transformation to customer growth, referrals, transaction migration, digital adoption, and customer engagement
- Equip field leaders with tools, insights, and support to execute transformation strategies
- Establish success measures and performance routines tied to customer, sales, operational, and business outcomes
- Leverage branch performance, transaction, customer experience, and digital adoption data to identify opportunities and inform decisions
- Evaluate performance trends and recommend where strategies should be reinforced, adapted, or scaled
- Translate field observations and performance insights into recommendations and actions for senior leadership
- Optimize resources, capacity, and operating routines around high-value transformation opportunities
- Connect field leadership with market strategy, customer experience, analytics, digital, construction, learning, and enterprise partners
- Influence senior leaders and align stakeholders on transformation priorities, investment decisions, execution expectations, and outcomes
- Develop executive narratives covering strategy, progress, risks, opportunities, and transformation impact
- Create feedback loops so frontline insights inform strategy and investment decisions
Requirements
What you’ll need- 7+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through work experience, training, military experience, or education
- Leadership experience in a field, branch, retail sales, or distributed customer-facing sales and service environment
- Strong understanding of branch operations, frontline sales and service, customer engagement, and field performance
- Experience leading business transformation, growth strategy, or large-scale strategic initiatives and translating strategy into executable field plans
- Proven ability to influence senior leaders and lead complex, cross-functional initiatives in a matrixed environment
- Strong strategic, analytical, executive communication, and people leadership capabilities
- Ability to travel up to 75%
- This position does not offer Visa sponsorship
- Experience in financial services, consumer banking, retail banking, or a comparable multi-location sales and service organization
- Experience in branch transformation, distribution strategy, sales effectiveness, customer growth, or field enablement
- Experience using customer, sales, operational, and financial insights to guide strategy and investment decisions
Benefits
Comp & perks- 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
- Incentive opportunities may be available
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business TransformationGrowth StrategyPerformance AnalysisData-Driven Decision MakingOperational Insights
Soft Skills
Executive CommunicationPeople LeadershipInfluencing SkillsAnalytical Thinking
Industry Keywords
Financial ServicesConsumer BankingRetail BankingField EnablementSales Effectiveness