Wells Fargo Logo

Wells Fargo

Lead Business Intelligence Consultant - Wholesale DAR

Posted 5 Hours Ago
Be an Early Applicant
Hybrid
Charlotte, NC
Senior level
Hybrid
Charlotte, NC
Senior level
The Lead Business Intelligence Consultant will analyze data, develop metrics and reports, and support senior leaders with insights to enhance business operations in Commercial Banking.
The summary above was generated by AI
Why Wells Fargo
Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place.
Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. Join us!
About this role:
Wells Fargo is seeking a Lead Business Intelligence Consultant to join our Wholesale Operations Data, Analytics and Reporting Team, specifically in support of Commercial Banking operations. This position entails using data analytic skills and methods to solve problems, create metrics and reports, perform analyses, provide feedback, and deliver insights to senior leaders to better run their business. This includes areas related but not limited to productivity, SLAs, capacity, and other operational performance metrics.
  • Drive BI Initiatives and Planning - cross-functional complex initiatives with broad impact and act as key participant in large-scale planning for the Business Intelligence functional area that enable clear and consistent delivery of insights
  • Analyze and Visualize Complex Data - Review and analyze complex, multi-faceted, longer-term business and technical challenges that require in-depth evaluation of data aggregation and visualization methodology to drive user-centric diagnostic analytics and dashboards
  • Translate Business Needs to Technical Specs - Capture and convert business requirements into technical intelligence specifications; oversee the delivery of data, analytics, and reporting solutions for CBO and Wholesale Operations in collaboration with DAR, Technology, and other internal stakeholders.
  • Lead Operational Data Support - Make decisions in complex situations requiring solid understanding of data structures, domain-specific knowledge and the end user experience that impact the final data visualization product, which includes dashboards, reports, insights, or analyses
  • Insight Generation - Develop impactful dashboards and visualizations for senior leadership, leveraging the latest data and analytics platforms to deliver next-day insights on SLAs, KPIs, and productivity metrics
  • Design with Data and User Focus - Use strong knowledge of data structures, domain-specific expertise, and user experience principles to shape final data visualization products such as dashboards, reports, and analytical insights
  • Lead Projects and Mentor Staff - Influence and lead a broader work team to deliver data and visual outputs and new initiatives to inform strategy and decision making by the company
  • Promote Data-Driven Culture - Champion the adoption of insights and metrics across the organization to support a culture of data-driven decision-making.
  • Drive Change - Revise and modernize existing reports by migrating them from older technologies to current platforms with a focus on improving efficiency, automation, and scalability
Required Qualifications:
  • 5+ years of business intelligence and data visualization experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • 5+ years of experience designing and developing interactive dashboards using Tableau, Power BI, or similar BI tools
  • Proficiency in data preparation and automation using tools like Alteryx
  • Experience building low-code applications with Power Apps to streamline business processes
  • Familiarity with Google Cloud Platform (GCP) and cloud-based data solutions
  • Strong ability to analyze and interpret large datasets, with a focus on data storytelling and driving actionable insights, with operational analysis experience preferred
  • Deep understanding of SQL Server environments, including navigating complex stored procedures, nested queries, and job-triggered processes
  • Proven ability to troubleshoot and optimize legacy reporting systems and modernize them for performance and usability
  • Experience using Jira for agile work management and Confluence for collaborative documentation
  • Knowledge of lending operations or commercial banking is a plus
  • Advanced problem-solving and analytical skills, with a keen eye for detail and data accuracy
  • Strong communication skills-able to translate complex data into clear, compelling narratives for technical and non-technical audiences
  • Demonstrated ability to create operational metrics (e.g., capacity, productivity, risk) that support strategic decision-making
  • Passion for visual storytelling-creating impactful visuals that resonate with stakeholders and support organizational goals
  • Excellent time management and ability to thrive in a fast-paced, data-driven environment
Job Expectations:
  • Ability to work at one of the posted locations below on a hybrid schedule of three (3) days in office and two (2) days from home.
  • This position is not eligible for Visa sponsorship.
  • Ability to travel up to 10% of the time.
  • Ability to work additional hours as needed.
Posting Location:
  • Charlotte, NC
The Global Operations functions adhere to a location strategy; therefore, your candidacy may be determined based on your current location. Remote work locations are not available for these roles, so if you are not in a location listed on the posting, you must commit to self-relocation within an agreed upon timeframe.
Posting End Date:
14 Aug 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.

Top Skills

Alteryx
Business Intelligence
Confluence
Google Cloud Platform
JIRA
Power BI
SQL Server
Tableau

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

Similar Jobs at Wells Fargo

5 Hours Ago
Hybrid
Lexington, NC, USA
Entry level
Entry level
Fintech • Financial Services
As a Personal Banker, you will build customer relationships, assist with accounts, propose banking products, and ensure compliance with regulations.
5 Hours Ago
Hybrid
Washington, NC, USA
Entry level
Entry level
Fintech • Financial Services
The Personal Banker assists customers in opening accounts, handles service requests, and builds financial relationships while adhering to regulatory compliance.
5 Hours Ago
Hybrid
2 Locations
Senior level
Senior level
Fintech • Financial Services
Lead strategy and development of Small Business Credit Card products, conduct market analysis, and collaborate with cross-functional teams for successful implementation.
Top Skills: Agile MethodologiesData Analysis

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account