Branch Metrics & Performance Lead

Wells Fargo

Lead Business Execution Consultant at Wells Fargo analyzing performance metrics and driving organizational change. Developing insights and supporting strategic initiatives across the National Branch Network.

Posted 7/24/2026full-timeCharlotte • Arizona, Iowa, North Carolina • 🇺🇸 United StatesSenior💰 $119,000 - $206,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in Business Execution, Performance Measurement, and Data Analysis, with a strong ability to translate complex data into actionable insights and executive-level presentations. Proficient in developing and optimizing reporting tools and dashboards to enhance decision-making and drive business outcomes.

Highest-signal resume keywords

Business ExecutionPerformance MeasurementData AnalysisMicrosoft ExcelDashboard Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Business AnalysisPerformance Metrics AnalysisData ModelingReporting OptimizationScorecard DevelopmentPerformance Management ToolsIncentive CompensationBenchmarking MethodologiesSales Effectiveness Programs

Soft Skills

Excellent Communication SkillsInterpersonal SkillsProject Management

Tools & Technologies

Microsoft PowerPointMicrosoft Office Applications

Industry Keywords

Retail BankingBranch Performance MetricsSales Growth DriversProductivity MetricsCustomer Outcomes

About the role

Key responsibilities & impact

Develop and maintain banker and branch productivity metrics, reporting, and scorecards aligned to business priorities.
Analyze performance trends, identify key drivers, and deliver actionable recommendations to improve business outcomes.
Translate complex data into clear insights and executive-ready presentations that influence decision making.
Design and optimize reporting, dashboards, and performance measurement tools that provide visibility into business results and leading indicators.
Partner with data, product, finance, and compensation 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 that enhance performance management, incentive effectiveness, reporting capabilities, and business execution.
Influence stakeholders and drive change through data-driven insights, recommendations, and effective project management.

Requirements

What you’ll need

5+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of Business Analysis experience supporting sales organizations, with a focus on performance measurement, data modeling, and building dashboards that deliver actionable insights that improve sales performance and business outcomes
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 businesses 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

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