Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Jeffrey Williams

Dallas,TX

Summary

Dynamic strategic and financial services executive with over 14 years of experience driving operational performance, enterprise risk management, & executing large-scale business initiatives within complex, highly regulated environments. Expertise in leading cross-functional projects, transforming data insights into actionable strategies, & enhancing organizational controls to foster sustainable growth, improved governance, & regulatory compliance. Proven track record of cultivating strong partnerships with senior leaders, developing high-performing teams, & implementing scalable solutions that elevate productivity, enhance client experiences, & optimize overall business performance. Committed to delivering results that align with organizational goals while navigating the intricacies of the financial landscape.

Overview

10
10
years of professional experience
1
1
Certification

Work History

SVP, BRCO Enterprise Performance/Development Lead

Comerica Bank/Fifth Third Bank, N.A.
Dallas, TX
08.2024 - Current
  • Directed multi-segment performance strategy integrating consumer, small business, wealth, & commercial banking objectives, delivering an increase in revenue growth and expanding market share in priority segments.
  • Implemented scalable leadership development and coaching programs for regional, market, and business line executives increasing leader effectiveness and streamline operational excellence/execution.
  • Partnered with executive leadership over 7 states to align market strategy with enterprise goals, influencing acquisition initiatives, digital transformation, and cross-segment collaboration.
  • Oversaw regulatory (OCC, FRB, etc) remediation protocols/practices to enhance leadership execution of enterprise standards and priorities.

Governance/Supervision Project Manager/Analyst Con

Wells Fargo Bank, N.A.
Dallas, TX
03.2023 - 08.2024
  • Successfully managed multiple projects simultaneously by prioritizing critical tasks according to urgency, resource availability, and alignment with organizational goals.
  • Conducted in-person field visits with enterprise market leadership on critical business initiatives; such as, SHRP (Strategic Highway Research Program), RCSA (Risk Control Self Assessment) and Front-Line Monitoring Governance (Adherence, Periodic Reviews, Issue Management) ensuring comprehensive quality control throughout the project lifecycle.
  • Executed projects effectively using AGILE methodologies (SCRUM, KANBAN) and workflow collaboration tools, resulting in impactful control testing and user acceptance testing (UAT) that aligned with business objectives.
  • Led Risk Control Self Assessment (RCSA) workshops, effectively communicating with executive leadership teams to develop, maintain, and retire controls that strengthen business processes and enhance overall operational efficiency.

Senior Business Execution Consultant

Wells Fargo Bank, N.A.
Salt Lake City, UT
06.2020 - 03.2023
  • Served as a trusted advisor in 1LOD to Enterprise/Regional Leaders across critical segments, in Affluent, Consumer Small Business, Lending, Quality Assurance, Issue Management, & Regulatory Compliance. Fostered a culture that optimizes the Corporate Risk Framework & Branch Banking Operating Model, empowering teams to effectively support clients in achieving their goals.
  • Provided direct coaching and development on Profit & Loss Reports to community bank leadership and teams, facilitating a focus on business health and performance improvement. This support contributed to a sustained YOY revenue growth of 17% and a reduction of losses.
  • Analyzed customer feedback trends using various system controls to identify issues and enhance understanding of customer needs. Provided actionable insights to executive leadership, leading to a 20 basis point improvement in customer experience YOY by improving transaction inefficiencies.

Regional Senior Services Advisor

Wells Fargo Bank, N.A.
Naples, FL
12.2015 - 06.2020
  • Coordinated and facilitated Regional/State Leadership Focus Groups, which supported executive leadership at improving acumen and increasing proficiency of the Corporate Risk Framework.
  • Proactively developed leadership team to conduct audits of existing policies/procedures, ensuring continued effectiveness in addressing org goals related to mitigating risk & reducing losses.
  • Managed team that reduced financial losses due to effective identification and mitigation of potential risks in the portfolio. Overall losses decreased 130% based on effective risk adherence.

Education

MBA - Business Administration And Management

Angelo State University
San Angelo, TX
2015

Skills

  • Stakeholder Communication
  • Advanced Problem Solving
  • Complex Data Analysis
  • Agile Methodology
  • Performance Improvements
  • Influencing Skills
  • Data Analytics & Business Intelligence
  • Cross-Functional Collaboration

Certification

  • Project Management Professional (PMP), from Project Management Institute (PMI)
  • Certified Regulatory Compliance Manager (CRCM), from the American Banker Association (ABA)

Languages

German
Native or Bilingual
Greek
Professional Working

Timeline

SVP, BRCO Enterprise Performance/Development Lead

Comerica Bank/Fifth Third Bank, N.A.
08.2024 - Current

Governance/Supervision Project Manager/Analyst Con

Wells Fargo Bank, N.A.
03.2023 - 08.2024

Senior Business Execution Consultant

Wells Fargo Bank, N.A.
06.2020 - 03.2023

Regional Senior Services Advisor

Wells Fargo Bank, N.A.
12.2015 - 06.2020

MBA - Business Administration And Management

Angelo State University

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