senior business execution consultant resume example with 14+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:

Senior Business Consultant with 25 years banking and financial services industry experience and over 14+ years experience in business growth strategy consulting. Proven expertise building relationships with and influencing Senior bank leaders- including Region Bank Presidents, District Managers, and Branch Managers through collaboration, joint field visits and observations, analysis, strategic planning, behavior oriented implementation, execution, and accountability to drive growth.

  • Influential Consulting
  • Management Consulting
  • Strategy Consulting
  • Change Leadership
  • Implementation strategy
  • Analytical and Critical Thinking
  • Relationship Building
  • Collaboration and Partnering
  • Drive business growth
  • Facilitation and Presentation Skills
  • Organizational Skills
Senior Business Execution Consultant , 10/2020 - Current
Wells Fargo Merced, CA,
  • Cultivated strong partnership and collaboration with Region Bank President through providing insight from field observations and reporting data to make recommendations to improve customer experience, drive Region growth, and facilitate sustainable adoption of tools and resource engagement.
  • Provide guidance and advice to influence four assigned District Managers where I serve as key consultant and partner to each on identifying district and branch level trends, strengths, gaps and working with each to create a strategic, impactful, and individualized District business plans around customer experience and growth opportunities. Coordinate branch visits within each with predetermined areas of focus based on collaborative discussion with DM.
  • Act as a subject matter expert to Region Leadership on tools and resources to support Behavior Framework learning and adoption, promote utilization of digital resources for customers, and leverage CRV Plan My Day, Discover Needs, Next Best Conversations, Customer offers and Click to Call to prepare for and provide a consistent and elevated customer experience.
  • Deep understanding of Behavior Framework, Management Cycle and Branch P&L (Profit & Loss) with ability to analyze reporting data as well as leverage strong consulting and influencing to support RBD and DM's make connections for their team and to identify simple, impactful, and actionable activities that will drive business priority outcomes and growth.
  • Facilitate group learning and skill practice opportunities during Region leadership calls with RBD and DM's, and District Branch Manager meetings to grow skill and confidence of leaders in Behavior Framework and Management Cycle coaching activities. Provide guidance in preparation of district manager led meetings.
  • Leverage network of key partnerships with Credit support, Affluent Consultants and Managers, and Small Business leaders to support district teams and Region President with customer segmentation strategy and alignment in business priorities and activities that keeps customer at the center of everything we do, while driving growth through help more, engage more behaviors.
  • Participation in weekly District calls and on weekly Region leadership calls and monthly meetings where I provide field feedback, business updates on key priorities, and reinforce consistent and sustainable utilization of tools and resources to support Behavior Framework, digital and mobile adoption, and serve as advocate for business initiatives and plans within the branches to influence change of mindsets and behaviors.
Region Bank Small Business and Credit Consultant, 11/2017 - 10/2020
Wells Fargo Bank, N.A. City, STATE,
  • Collaborate with Region leadership including Region Bank President and District Managers on knowledge, skills, growth opportunities to impact overall Consumer and Small Business credit experience for our customers.
  • Promoted use of credit tools and resources while conducting field visits and observations, often jointly, with region leaders.
  • Deliver and facilitate specialized training related to Consumer and Small Business acumen to build leader and banker skills and knowledge to be able to more effectively understand and provide options to meet customer's comprehensive credit needs.
  • Partnered with Affluent Coach to deliver enhanced Credit knowledge to Premier Bankers and their leaders to proved a wholistic experience for our Affluent customers.
  • Served as subject matter expert and next level advisor for credit experience escalations and complex credit issue resolution.
  • Collaborate with key Small Business and Affluent strategy partners to align strategies to elevate customer experience and impact business growth wholistically.
Region Bank Sales Coach Consultant, 01/2008 - 11/2017
Wells Fargo Bank, N.A. City, STATE,
  • Proactively deliver coaching and feedback to foster leadership skill development while effectively consulting with Region leadership to positively impact key business priorities including customer experience, growing the business, management skills, coaching skills, small business and affluent customer strategy, credit, and risk.
  • Collaborate and consult with Region President and District Mangers one on one to analyze data, and implement strategy that drives wholistic customer relationship and comprehensive growth in credit, deposits, investments while providing a meaningful and value added customer experience.
  • Leveraged strong partnerships with credit, affluent, and small business leaders to align strategies, and deliver targeted learning opportunities to build skills and acumen within our branch teams of specialty bankers. Served as Small Business expert on our team and developed and led meetings small business focused meetings for Branch Managers, DM's. and Business advocates.
Education and Training
Bachelor of Science: , Expected in
Texas Tech University - Lubbock, TX
Status -

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Resume Overview

School Attended

  • Texas Tech University

Job Titles Held:

  • Senior Business Execution Consultant
  • Region Bank Small Business and Credit Consultant
  • Region Bank Sales Coach Consultant


  • Bachelor of Science

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