Analytics Consultant

About this role:

Wells Fargo is seeking an Analytics Consultant.

The Analytics Consultant within the CRM/CSM & Workflow Reporting team will be directly responsible to develop, build and support dashboards for CRM/CSM activities supporting the Branch Systems and Transformation organization. This role will provide dashboard/reporting needs for Wells Fargo consumer, small business banking and consumer service management product organizations including systems such as Salesforce, Customer relationship view (CRV), Customer Service Management (CSM) and Branch Profile, etc. The types of reporting will include covering topics such as referrals, leads, opportunities, coaching, and branch transactions. All such activities will be performed by bankers, tellers, and managers, and this role will provide the management support tools required through reporting and dashboards. To accomplish this, the incumbent will partner directly with each LOB contact to ensure the reporting meets the needs of their routines and provides the insights necessary for the LOB to make informed business decisions.

In this role, you will:

• Consult with business line and enterprise functions on less complex research
• Use functional knowledge to assist in non-model quantitative tools that support strategic decision making
• Perform analysis of findings and trends using statistical analysis and document process
• Present recommendations to increase revenue, reduce expense, maximize operational efficiency, quality, and compliance
• Identify and define business requirements and translate data and business needs into research and recommendations to improve efficiency
• Participate in all group technology efforts including design and implementation of database structures, analytics software, storage, and processing
• Develop customized reports and ad hoc analyses to make recommendations and provide guidance to less experienced staff
• Understand compliance and risk management requirements for supported area
• Ensure adherence to data management or data governance regulations and policies
• Participate in company initiatives or processes to assist in meeting risk and capital objectives and other strategic goals
• Collaborate and consult with more experienced consultants and with partners in technology and other business groups

Required Qualifications:

• 2+ years of Analytics experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications

• Teradata, Oracle, Google Cloud platform (GCP) and Microsoft SQL Server data environments
• Building Tableau dashboards and Tableau Prep flows
• Proven query development ability using complex data sets from multiple data sources
• Experience with reporting/analytics using customer relationship management and customer service management data
• Experience working within a team environment collaborating with partners to output detailed reporting/analytics
• Strong communicator and motivator, with effective listening and presentation skills, to build relationships with business partners
• Working knowledge of change management programs
• Proven ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
• Knowledge and understanding of strategic planning and execution
• Knowledge and understanding of financial services
• Results-oriented with sense of urgency and ability to mobilize resources to accomplish business results
• Dedicated, enthusiastic, self-driven, and performance-oriented with a strong work ethic
• Financial industry experience strongly preferred

Posting End Date:
6 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.