Hybrid Transaction Branch Support Analyst

at Wells Fargo

• Job title: Transaction Branch Support Analyst
• Job type: Full Time
• Experience level: Mid level, Senior
• Salary: $87,000 - $154,000 per year
• Degree requirement: Bachelor's Degree
• Tech skills: SQL, Tableau
• Location requirements: Hybrid, Charlotte, United States

About the role

• Branch Strategy Support Analyst leveraging data to guide banking strategy and financial decisions. Involves data manipulation, analysis, and collaborative presentations for strategic initiatives.

Responsibilities

• Data Collection & Preparation: Gather and organize data from internal and external sources to support branch strategy decisions in SQL and excel.
• Clean, validate, and manipulate large datasets
• Analytical Support: Conduct basic analyses to support the business case for critical real estate decisions (i.e. Denovos, Consolidations)
• Summarize findings in clear, concise formats for review by senior analysts and leadership
• Ability to extract key insights from data and visualize via charts
• Conduct Financial Valuations
• Demonstrate the ability to understand key drivers of bank profitability
• Ability to work with and develop simple financial valuation models & frameworks
• Presentation & Documentation: Create PowerPoint slides and charts for executive and stakeholder review
• Process Improvement: Identify opportunities to streamline and automate data workflows and improve the efficiency of recurring tasks
• Team Collaboration: Work closely with GIS Analysts, Data Analysts, Strategy Leads, Business Execution Consultants, and other team members to ensure timely and accurate delivery of project components
• Participate in team meetings and contribute to brainstorming and planning sessions

Requirements

• 4+ years of Business Execution, Implementation, or Strategic Planning experience
• Advanced proficiency with manipulating large data sets with SQL
• Advanced proficiency with building PowerPoint slides, analysis in excel, and extracting/sharing insights by creating intuitive and concise charts
• Familiarity with Tableau and PowerBI
• Excellent communication skills and the ability to present complex data in a clear, actionable format
• Familiarity with business case development for physical locations
• Knowledge of the banking industry and key drivers of profitability
• Experience with market segmentation, market strategy, geospatial analytics
• Previous experience in banking, consulting, or a strategy & analytics role

Benefits

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement