Jeffrey Williams
Dallas,TX
Summary
Analytical Lead Senior Business Execution Consultant with 10+ years of expertise in developing and executing robust risk management business plans through creating intuitive and effective partnerships with market leadership to provide guidance and oversight on regulatory compliance. Possesses effective communication skills that translate to having ideal growth outcomes to detect, assess, and respond to risk factors that improve operational integrity, internal controls, & overall organizational governance.
Overview
13
13
years of professional experience
Work History
Lead Senior Business Execution Consultant
Wells Fargo & Company
05.2020 - Current
- Early adopter of Branch Banking initiatives, updates, pilots and projects. Partnered with leadership to better assess analytics and make business recommendations to improve overall performance and operational excellence in correlation to regulatory compliance standards. This includes formulating executive summaries, presenting analytics, as well as providing oversight and coaching to market leadership and branch banking employees to focus on supporting various branch banking initiatives. Activities include, Governance, Risk & Control Self Assessment, Issue Management, Adherence, Branch Banking Quality Control, SHRP, Enterprise Behavior Framework, NPS/CX Behaviors, Mobile Migration, Click2Call- Outreach, and Lending Practices.
- Support Market Leadership, as a Subject Matter Expert in initiatives with supporting programs, such as, CCM, Salesforce, UW, Medallia CIV, & Tableau.
- Trusted advisor to Enterprise and Regional Leaders on critical segments, such as Affluent, Small Business, Consumer, Home Lending, & Regulatory Compliance. This created a culture supporting the optimization of the Branch Banking Operating Model to help our employees support clients with reaching their goals.
- Implemented in-person and virtual joint partnership visits with market leadership on various business initiatives; where we worked to collaborate on various regional trends around Branch Profit & Loss, SHRP, RCSA, Behavior Framework, and many other activities that translate to growth to deliver on regional expectations to achieve operational excellence.
- Uniquely qualified to pro-actively support regional leadership with managing risk, escalating risk complications, delivery of risk content and strategies, as well as supported with alignment of applicable regulations, policy and procedure requirements to support the Corporate Risk Framework.
Regional Senior Services Consultant
Wells Fargo & Company
12.2016 - 05.2020
- Built and established long-lasting partnerships with various lines of businesses to improve market inefficiencies. For example, improving operational effectiveness with SHRP, RCSA, CBCS and BSP.
- Coordinated and facilitated Regional and State Leadership Focus Groups, which supported regional leadership at improving acumen and increasing proficiency of the Corporate Risk Framework.
- Provided effective guidance to District Managers and Branch Leadership to create efficient regulatory banking compliance standards, improved operational integrity, reinforced Net Promoter initiatives, and coached to Dashboard themes to support business growth.
- Nominated for executive leadership focus groups, which initiated 5 enterprise-wide initiatives. This supported in further Mentoring, Consulting, Coaching, and Influencing hundreds of employees, in the SW Florida Gulf-Coast Region to support business initiatives.
- Provided regional leadership support with extensive knowledge in various business programs, such as SVP, OIB, CCM, Hogan, CIV, CRV, BSP, & T.View.
Branch Management
Wells Fargo & Company
10.2012 - 12.2016
- Rebuilt significant aspects of the branch business model in three vital metrics of Customer Experience, Risk Management/Operations, and Growth.
- Accomplished Top-Tier Customer Experience Results.
- Improved branch referral ratios in Payroll, Merchant, Business Banking, Affluent, Learning & Development, as well as Recruiting.
- Built successful action plans, which elevated the branch in better integrating resources to achieve measurable outcomes in CE, Regulatory Compliance, Risk Management, Marketing Regulations, and Growth Strategies.
- Assisted the branch with introducing different leadership and coaching dynamics, which have provided a positive environment to assist in
challenging team to strive to the next caliber.
Project Management & Marketing Intern
Lockheed Martin
08.2011 - 07.2012
- Partnered to improve creative and technical product vendors to support activity ecommerce features.
- Assisted in generating, as well as incorporating optimal action plans that assisted specific marketing ventures with progressing service targets in operational sectors and engagement activities.
- Selected to be enrolled into the National Marketing Achiever Association; where I enhanced my knowledge and became more interactive with project management components affiliated with Customer Market Trends, Operational Advertisement Strategies, and Regulatory Compliance.
Education
MBA - Accounting And Business Management
Angelo State University
San Angelo, TX05.2015
BBA - Accounting And Finance
Tarleton State University
Stephenville, TX05.2013
Bachelor of Science - Science, Technology, And Society
Tarleton State University
Stephenville, TX05.2013
International School of Villa Amalienhof
Berlin, Germany Skills
- Enterprise Strategic Vision & Consulting
- Governance and Regulatory Requirements
- Quality Assurance and Control
- Risk Mitigation Strategies
- Extensive Product Knowledge Acumen
- Project Management
- Complex Data Interpretation
- Process Improvement and Optimization
- Advanced Microsoft Office Skills
- Data Analysis and Visualization
- Planning and Execution
- Organizational Systems
- Business Partnerships
- Remote Facilitation
Languages
German
Native or Bilingual
Dutch
Full Professional
Greek
Professional Working
Affiliations
- American Banker Association
- Leadership Development Army Core [LDAC] Certification- Army ROTC
Additional Information
Clifton Strength Finders-Top 5 Strengths:
- Achiever, Competition, Responsibility, Learner and Focus.
LinkedIn: https://www.linkedin.com/in/jeffrey-m-williams
Timeline
Lead Senior Business Execution Consultant
Wells Fargo & Company
05.2020 - Current
Regional Senior Services Consultant
Wells Fargo & Company
12.2016 - 05.2020
Branch Management
Wells Fargo & Company
10.2012 - 12.2016
Project Management & Marketing Intern
Lockheed Martin
08.2011 - 07.2012
MBA - Accounting And Business Management
Angelo State University
BBA - Accounting And Finance
Tarleton State University
Bachelor of Science - Science, Technology, And Society
Tarleton State University
International School of Villa Amalienhof