Business Execution Consultant - Record Coordinator

at  Wells Fargo

Wells Fargo is seeking a Business Execution Consultant for the CSBB BOS Branch Risk Services Records Management team. Learn more about the career areas and lines of business at wellsfargojobs.com .
The primary responsibility of this role will be to lead and coordinate activities related to Records and Information Management for Branch Banking and CSBB BOS. Interactions include but are not limited to: branch employees and leadership, line of business senior leaders, and other partners that support risk management functions. The position facilitates analysis and consistent interpretation of policy and procedures to make risk-based recommendations for records questions, information management, control execution, reporting analysis, and outreach for branch remediation of errors. The role will consult and advise line of business leadership and provide front line support to LOBs to maintain program requirements as defined by the Records and Information Management Policy. The candidate will need to possess leadership and critical/strategic thinking capabilities in this role and possess broad-based risk-management experience, with a focus on Records Management. This role may also involve recurring and one-off meetings with Issues Management partners (Legal, Compliance, Control team, etc.) to ensure that all required deliverables, status updates, validations, and approvals have been obtained for open/inflight Corrective Actions.

In this role, you will:

• Manage day to day requests and inquiries related to Records and Information Management
• Provide subject-matter input in the periodic evaluation of compliance with Records and Information Management Policy requirements
• Provide front line monitoring and reporting for National Branch Network Physical Record Retention annual activities
• Serve as the primary point of contact for electronic records initiatives and for records-management-related communications to assigned business groups
• Assist with other Branch Risk Services related initiatives and work efforts, as required
• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
• Determine areas of strength or Business Execution opportunity within defined scope of work
• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
• Collaborate and consult with leaders and executive management

Required Qualifications:

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

Desired Qualifications:

• Experience creating ad hoc and re-occurring reporting for business purposes
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to communicate effectively, in both written and verbal formats, with senior executive-level leaders
• Ability to develop partnerships and collaborate with other business and functional areas
• Ability to interact with all levels of an organization
• Excellent verbal, written, and interpersonal communication skills
• Ability to assess issues, make quick decisions, implement solutions, and influence change
• Previous experience as a Record Coordinator
• Knowledge and understanding of Records and Information Management procedures for physical and electronic records
• Ability to coordinate, lead and facilitate group meetings
• SharePoint Owner/Administrator certification

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

• Manage day to day requests and inquiries related to Records and Information Management
• Provide subject-matter input in the periodic evaluation of compliance with Records and Information Management Policy requirements
• Provide front line monitoring and reporting for National Branch Network Physical Record Retention annual activities
• Serve as the primary point of contact for electronic records initiatives and for records-management-related communications to assigned business groups
• Assist with other Branch Risk Services related initiatives and work efforts, as required
• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives
• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics
• Determine areas of strength or Business Execution opportunity within defined scope of work
• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations
• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business
• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business
• Collaborate and consult with leaders and executive managemen