Stacie Green
Strategic Execution Consultant
Calhoun,GA
Summary
Influential, strategic thinker with 15 years Financial Industry leadership experience with reputation for reliable, proven results for developing and coordinating high performing sales teams to increase profitability and customer loyalty. Ready for challenges and focused on meeting future industry demands. Senior Leader and Consultant with forward-thinking approach centered around partnering with senior leaders for 5+ years conducting strategic planning and consulting as Subject- Matter Expert around change initiatives. Exceptional ability to influence and inspire Leaders and their teams to create frictionless client interactions and grow relationships whether in person or digitally. Demonstrated track record or analytical research and sourcing feedback, using strong critical thinking skills and interpersonal skills uncovering root cause and adding value through problem-solving to deliver value added solutions. Agile and proficient facilitator know for presenting new business ideas to improve technology, process improvements, client engagement and growth initiatives to establish brand profile aligned with company's vision and values.
Overview
26
26
years of professional experience
Work History
Senior Business Execution Consultant
Wells Fargo & Company
Atlanta, GA
08.2020 - Current
- Collaborated and consulted with managers, partner groups, and key stakeholders to grow market share and increase customer engagement expectations through implementation of retail change priorities to transform the Affluent model and strategy
- Assisted in planning and execution of variety of Retail Change Delivery and initiatives that included risk mitigation, efficiency improvement, and increased customer experience
- Conducted strategy consulting with leaders around implementation of Wells Fargo Premier, Salesforce, and Workday
- Prepped leaders on content delivery for Affluent Training sessions as expert advisor to build skills
- Increased Affluent interactions 200% by coaching specialty bankers to strengthen value propositions and improve skills conducting customer needs assessments using FORM model
- Exceeded expected goal of referrals by 400% through combined use of best practices and education
- Developed and designed Affluent Consulting teaching guides to improve effectiveness for Affluent Consultants field visits
- Reignited stronger use of Salesforce tools to increase online appointments for clients by 150% through strategy development and implementation with key stakeholders
- Provided leadership around measurement tools, dashboards, and reports to track metrics on adoption and effectiveness of initiatives to consult leaders and offer solutions to increase sustainability
- Consulted leadership around lead and outreach strategies and led increased outreach results by 120%
- Identified opportunities in the business process flow through observations and analytical reviews which led to improved efficiency and effectiveness - IE: appointment setting
- Used market insights to capitalize on key business opportunities within the Affluent Segment to increase Affluent Growth in investments and deposits by 125%
- Used relationship-building skills to strengthen partnerships to build consensus which increased adoption of the new Affluent Behaviors
- Partnered with finance and operations to analyzing information to aid in leading transformative change in region.
Business Execution Consultant Field Support
Wells Fargo & Company
Atlanta, GA
07.2019 - 08.2020
- Trusted, strategic business partner deploying consulting services to advise Region Bank President and region leadership for retail bank change delivery plans to ensure adoption and sustainability
- Exhibited strong attention to detail and worked independently as Change Leader
- Subject Matter Expert for new reporting, tools, and procedures
- Served as the lead conduit between the corporate leaders and the field to integrate growth initiatives and education through motivation and influence
- Executed the funding process for regional donations such as local grants and community support
- Provided product owners and leaders with feedback which resulted in improved tools and resources for future Salesforce and Net Promoter Score initiatives and increased sustainability and adoption by 75%
- Advised and consulted leadership around implementation of Net Promoter Score and Medallia launch
- Consulted leadership as Subject-matter Expert to lead district training PODS around branch leadership, Customer First Initiatives, and Salesforce usage leading to increased branch appointments by 25%
- Increased customer loyalty by 12 basis points through implementation and training of Net Promoter Score and Medallia system
- Prepared quarterly content delivery of Change for the Better materials ensuring could act as Subject-matter expert to consult leaders and aid in training.
Regional District Manager 2/Vice President
Wells Fargo & Company
Dalton, GA
01.2012 - 08.2019
- Led retail banking districts to financial and growth success through influencing, educating and motivating team members branch leadership
- Cultivated exceptional customer experience culture with focus on ethics, integrity, and diversity
- Selected for STAR District Manager approval board 2016 and 2017
- District Manager of the Year and Golden Spoke in 2016 and 2017
- Named Women's Connection ERN Board 2018 Membership Chair
- Coached branch leadership in sound decision making for all budgets, staffing, vendor management and expense initiatives while maintaining district/region targets
- Worked with Finance Partners to control expenses and risk to positively impact P&L Statement and increase district revenue.
Regional Retail Banking Manager
Wells Fargo
03.2007 - 01.2012
- Developed and maintained courteous and effective working relationships.
- Demonstrated leadership skills in managing projects from concept to completion.
- Gained strong leadership skills by managing projects from start to finish.
- Applied effective time management techniques to meet tight deadlines.
- Self-motivated, with a strong sense of personal responsibility.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Cultivated interpersonal skills by building positive relationships with others.
- Used strong analytical and problem-solving skills to develop effective solutions for challenging situations.
Financial Center leader and District Mentor
Citigroup
Rome, GA
02.1997 - 03.2007
- Led lending team to consistent growth on loan balance sheet managing conservative approval and lending processes while executing rigorous collection strategies to also balance and maintain delinquency
- Built strong vendor relationships and community partnerships with Centers of Influence, as well as led all recruiting, accounting, and development
- Recruited to mentor new Financial Center leaders as well as acted as District Manager backup
- Affiliations
- Women’s Connection ERN- Co-Chair Georgia Chapter (Networking/ Mentoring)
- Southeast Mentoring leader WCERN (Mentoring/ Leadership)
- Certifications
- Learned and adapted quickly to new technology and software applications.
- Passionate about learning and committed to continual improvement.
- Provided professional services and support in a dynamic work environment.
- Organized and detail-oriented with a strong work ethic.
- Developed strong communication and organizational skills through working on group projects.
- Skilled at working independently and collaboratively in a team environment.
- Proved successful working within tight deadlines and a fast-paced environment.
Skills
- Innovative and Visionary
- Microsoft Office Suite
- Skype, Zoom, Teams
- Analytical
- Problem Solving
- Critical Thinking Skills
- Workday Training
- Written and Verbal Communication Skills
- Change and Growth Management
- Sales Development Skills
- Organizational and Business Insights
- Detail-Oriented
- Transformation S
- Strong Listening and Questioning Skills
- Collaboration
- Consulting
- Project Management Skills
- Relationship Building Skills
- Organizational Skills
- Analytical
- Vendor Management
- Business Consultant
- Risk
- Retail Execution
- Long-Term Business Planning and Execution
- Strategy Execution
- Tactics and Execution
- Business to Business
- Business-to-Business Sales
- Training Development and Execution
- Activity Planning and Execution
- Business Development
- Market Planning and Execution
- SAP Logistics Execution System
Education
No Degree - Business
Jacksonville State University
Jacksonville, AL 1992 - 1996
Timeline
Senior Business Execution Consultant
Wells Fargo & Company
08.2020 - Current
Business Execution Consultant Field Support
Wells Fargo & Company
07.2019 - 08.2020
Regional District Manager 2/Vice President
Wells Fargo & Company
01.2012 - 08.2019
Regional Retail Banking Manager
Wells Fargo
03.2007 - 01.2012
Financial Center leader and District Mentor
Citigroup
02.1997 - 03.2007
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