Lead Banking Inclusion Execution Consultant

About this role:

Banking Inclusion and Partnerships helps CSBB "Grow" the "Right Way" by advancing financial inclusion and delivering solutions to meet the needs of all customers and communities across the financial spectrum. The team drives financial health programs to promote banking resources, services and increased access to financial education that help lead to a more inclusive economy for consumers and businesses.

The Lead Banking Inclusion Execution consultant is responsible for supporting the execution of financial education initiatives including:

• HOPE Inside Program: In collaboration with Operation HOPE, Wells Fargo launched a free financial coaching and education initiative designed to support unbanked and underserved communities, regardless of whether individuals are Wells Fargo customers.
• Banking Inclusion Initiatives campaigns and pilots to build brand and relationships and positivity impact financial inclusion.
• Banker Financial Coaching: trained Wells Fargo bankers to help WF customers build financial skills through goals-based conversations and coaching support

This role is essential to CSBB's strategic success, delivering financial coaching in select branches serving low- and moderate-income communities and advancing Wells Fargo's financial inclusion goals.

Learn more about the career areas and lines of business at wellsfargojobs.com .

In this role, you will:

• Develop and manage program documents and presentations
• Manage branch readiness/elevate materials
• Activate program implementation through ongoing feedback phases
• Manage onboarding preparation and procedures, including Attestations, Background checks, marketing materials
• Supports risk and control oversight through monitoring and analysis
• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution
• Work independently to make recommendations for support function by providing support and leadership
• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
• Collaborate and consult with team and partners in developing project plans, policies and procedures
• Provide support in management of relationships and implementation of programs, services, and initiatives with cross functional business partners
• Work with external partners to support unbanked campaign launch activities
• Manage, monitor and analyze regular campaign reporting, sharing out results with internal partners and communications for storytelling

• May represent the organization as a thought leader at events and speaking engagements, sharing insights and elevating visibility.
• May support HOPE Inside in-market Grand Welcome event activations
• May collaborate on PR strategy and external communications, contributing thought leadership to campaigns, grants, and partner initiatives.

Required Qualifications:

• 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

Desired Qualifications:

• 3+ years of banking execution experience
• Effective decision making/critical thinking/problem solving skills
• Demonstrated ability to execute, manage multiple priorities and drive for result with a sense of urgency and personal accountability for achievement
• Strong organizational, multi-tasking, and prioritizing skills
• Experience developing presentations and data visualizations
• Experience leading enterprise-wide projects and driving change management initiatives
• Experience building strong relationships and collaborating across large organizations
• Experience working with nonprofit organizations, trade associations, think tanks, or other third parties
• Experience engaging with senior executives (inclusive of C-Suite), key influencers and stakeholders
• Ability to handle highly confidential data on a regular basis and demonstrate discretion and diplomacy
• Experience working with budgets, developing financial projections, and analyzing variances

Job Expectations:

• Ability to travel up to 10% of the time.
• This position offers a hybrid work schedule.

This position is not eligible for Visa sponsorship.

Posting Location(s):

• 401 S Tryon St. - Charlotte, North Carolina 28202
• 2700 S Price Rd. - Chandler, Arizona 85286
• 401 Las Colinas Blvd. Bldg B - Irving, Texas, 75039
• 4101 Wiseman Blvd Bldg 108 - San Antonio, Texas 78251

Required locations listed.

Posting End Date:
17 Oct 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 unit's risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability 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.

Client-provided location(s): Chandler, AZ

Job ID: WellsFargo-R-498207-2

Employment Type: FULL_TIME

Posted: 2025-10-11T18:08:44