Wells Fargo Analytic Consultant 5 - Wholesale Cross Sell & Analytics in San Francisco, California

Wholesale Cross-Sell & Analytics team provides support across the various Wholesale LOBs. The Analytics team functions as a key central analytic and reporting center of excellence for cross-sell activity, provides insight into Wholesale-wide metrics and reporting needs, and looks for innovative analytic solutions to support business growth.

This team conducts a variety of analyses and reporting such as segmentation, product penetration, opportunity identification and sizing, spatial analyses, and predictive and expert modeling. Analyses and reports support cross-sell, marketing, prospecting, attrition, and any other areas where businesses may need analytic/reporting support. Additionally this team supports senior leader presentations and ongoing reporting needs for Wholesale and its lines of business.

As a Wholesale Cross-Sell Analytic Consultant, you will be part of a team faced with the daily challenge of dealing with complex and imperfect data in the complex Wholesale environment. Your scope will span the various product and relationship lines of business within the Wholesale organization, and require the ability to translate unique business needs into a common top-of-house framework to support Wholesale in aggregate.

The successful candidate will be a passionate self-starter, able and willing to push through data and business challenges independently, relying on leadership when appropriate. They will have a keen ability to see the big picture whilst being “in the weeds” of the data. They will have an insatiable curiosity, never satisfied with only answering the question at hand, continually adding value with the analytics and consultative support they provide. They will be able to understand the unique needs of every business, while identifying less-obvious similarities in order to create accurate and relevant top-of-house executive readouts. The ability to think outside the box of “what is”, envision “what could be”, articulate that vision and actually execute it is critical.

This consultant will :

• Synthesize data and provide distilled and actionable recommendations based on in-depth analysis on cross-LOB performance using various data mining and analytic approaches across disparate data sources. Provide polished output leveraging various visualization tools and approaches in a format appropriate for executive leadership

• Provide analytics and reporting that aggregates the performance of cross-sell across all Wholesale LOBs. Create a single source of truth and total customer view against which all other LOB-specific reporting will be aligned and validated. Understand the drivers of performance, partner with other analysts to identify individual LOB influencers, and draw together into a cohesive story aligned to Total Wholesale goals and strategies.

• Leverage data visualization tools to explore data, uncover new insights, create executive dashboards, and build tools for business partners to create self-service reporting, allowing for relevant customization and personalization

• As reporting and analytics are developed, collaborate with key Cross-Sell Strategy and LOB partners in a matrixed environment to identify and define strategic business issues and goals requiring analysis/tracking

• Be a visionary for new metrics and reporting, thinking creatively to connect the dots where others cannot and clearly articulate and execute the vision

• Have experience navigating a complex data environment, be proficient at finding, combining, and cleansing/transforming data from different data sources, and have the ability to understand data without formal data structure and metadata

• Maintain necessary processes, controls and procedures to ensure data accuracy and business functionality and comply with privacy and security policies.

• Serve as a coach and mentor to junior team members, challenging them to stretch their analytic approach and skillset to the next level

  • /Team members 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 unit’s risk appetite and all risk and compliance program requirements./*

Required Qualifications:

  • 8+ years of experience in one or a combination of the following: reporting, analytics, or modeling; or a Masters degree or higher in a quantitative field such as applied math, statistics, engineering, physics, accounting, finance, economics, econometrics, computer sciences, or business/social and behavioral sciences with a quantitative emphasis and 5+ years of experience in one or a combination of the following: reporting, analytics, or modeling

Desired Qualifications:

  • Excellent verbal, written, and interpersonal communication skills

  • Extensive knowledge and understanding of research and analysis

  • Strong analytical skills with high attention to detail and accuracy

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANTNW/HRMS/c/HRSHRAM.HRSAPPSCHJOB.GBL?Page=HRSAPPJBPST&FOCUS=Applicant&SiteId=1&JobOpeningId=5296591&PostingSeq=1.

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.

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.