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Senior Business Execution Administrator
Wells FargoUnited Statesfull_timeVerifiedPosted 4 Feb 2025
About the role
Wells Fargo is seeking a Senior Business Execution Administrator. Learn more about the career areas and lines of business at wellsfargojobs.com
In this role, you will:
- Support the operations of a specific business line
- Administer programs, projects, or processes specific to the business
- Manage requests from vendors, sponsorships, company funding, and special programs
- Perform business operations that are administrative in nature
- Facilitate efficiency, quality, cost effectiveness of solutions, and escalate concerns related to the assigned operation
- Provide subject matter knowledge and interpretation of procedures to key business partners
- Coordinate and monitor implementation and maintenance of processes, procedures, and policies
- Interact with immediate Strategy and Execution colleagues on operational initiatives
- Provide support for a variety of diverse support functions for multiple business groups or a specific line of business
- Responsible for supporting ongoing success of Wells Fargo’s licensed banker integration strategies including the licensed banker program
- Serve as primary point of contact for CSBB licensing participants and line managers to help guide and support all applicable new hire activities related to licensing and specialty training
- Provide subject matter expertise and interpretation of procedures to bankers, leaders, and key business partners
- Responsible for building and maintaining strong relationships with licensed bankers in aligned region in order to enhance participant satisfaction and retention
- Builds strong partnerships with Branch Banking regional leaders including DMs and BMs, Segment Influencers, the Investment Licensing Team, Pre-Registration, registration, recruiters, compliance, as well as other Branch Banking partners.
- Conduct daily pro-active touch points with participants to build relationships, monitor progress to program success measures & objectives
- Plan and deliver a tailored, weekly Welcome Call to impacted bankers and their branch managers
- Demonstrate expertise of all available program tools, resources, and options available to help coach program participants to success
- Maintain adherence to enrollment standards & deadlines, state specific insurance licensing requirements, FINRA securities licensing requirements, and documented business line policies and procedures to ensure program consistency; this includes the use of strongbox and other business line document approval processes & procedures
- Ensure accurate and timely enrollment into ELP and Licensed Banker Development Series training for eligible participants
- Develop and distribute monthly regional executive reports to promote program awareness and proactive management outreach to participants; develop & distribute monthly best practices update to recruiters focusing on awareness & improvement
- Conduct routine meetings with all partners regarding national and regional program developments, trends, and opportunities to ensure understanding and alignment with program guidelines and priorities
- Collaborate and influence across the business to support the achievement of licensed banker hiring goals
- Conduct weekly review of participant pipeline. Proactively follow-up with recruiting, Pre-Registration, registration, L&D partners to address operational issues including delays and missing information related to new hire experience
- Identify & address regional or national workflow issues and leverage resources to avoid delays that could impact the participant experience; adhere to all documented SOPs stored on the ALC shared drive; recommend & drive SOP enhancements when required
- Ensure daily documentation of participant activities in ALC SharePoint site Timely entry of data, copious notes for participants, run required reports
- Provide consistent application of all approved license banker program communications
Required Qualifications:
4+ years of Administrative Support, or, Business Support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualific
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