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Branch Banking Procedures Consultant

Branch Banking Procedures Consultant

WELLS FARGO BANKNEW YORK, New York, United States of America
3 days ago
Job type
  • Full-time
Job description

About this role :

Wells Fargo is seeking a senior Branch Banking Procedures Consultant supporting Consumer, Small and Business Banking (CSBB). Reporting to the Head of Automated Banker Support and Procedures, this role will champion the modernization of our branch procedure documentation by integrating AI-driven capabilities and reimagining how we deliver clear, scalable, and compliant guidance to our front-line teams.

The ideal candidate is a seasoned technical writer with a passion for simplifying complex content and a strong understanding of AI and prompt engineering. This individual will play a pivotal role in embedding generative AI into team workflows to enhance speed, consistency, and scalability across the branch network.

Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top three on the 2024 LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S. Learn more about the career areas and business divisions at wellsfargojobs.com.

In this role, you will :

  • Craft development and execution of a comprehensive strategy to transform branch procedure documentation, leveraging AI and automation to streamline content creation, enhance scalability, and improve efficiency
  • Serve as a subject matter expert in technical writing, ensuring procedures are clear, concise, and aligned with regulatory and operational standards
  • Design and implement prompt engineering strategies to integrate generative AI into the team's content development lifecycle
  • Collaborate with cross-functional partners including Operations, Risk, Compliance, Legal, and Technology to ensure procedures meet business and regulatory requirements
  • Develop and maintain a scalable framework for AI-assisted procedure generation, version control, and governance, in accordance with risk strategies
  • Champion innovation and change management across the team, fostering a culture of continuous improvement and digital enablement.
  • Provide mentorship and training to team members on AI tools, writing best practices, and content strategy
  • Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
  • Work independently to make recommendations for support function by providing support and leadership
  • Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
  • Collaborate and consult with team leaders in developing project plans, policies and procedures

Required Qualifications :

  • 4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following : work experience, training, military experience, education
  • Desired Qualifications :

  • 4+ years of experience in technical writing, operational procedures, or a related field
  • Demonstrated experience with AI tools and platforms such as Microsoft Copilot, Google Gemini, Writer AI, Notebook LM or similar, as well as emerging agentic platforms like OpenAI Swarm and Google Agent Space
  • Hands-on experience with prompt engineering and large language models (LLMs)
  • Experience writing clear, structured prompts for generative AI tasks such as summarization, rewriting documents, and content transformation
  • Proven ability to design and implement agentic solutions to solve business problems
  • Light Python and SQL skills (optional) for connecting LLMs to underlying data sources and enabling light automation workflows.
  • Experience building or deploying writing agents to support content development workflows
  • Strong collaboration and partnering skills across cross-functional teams
  • Excellent organizational, multi-tasking, and prioritization skills
  • Strong time management skills with the ability to meet tight deadlines
  • High attention to detail and accuracy in content creation and review
  • Ability to identify inefficiencies, streamline business processes, and drive change
  • Experience working in a fast-paced, deadline-driven environment
  • Ability to work independently with minimal supervision and as part of a team
  • Experience researching, developing, writing, and editing operational procedures and documents
  • Demonstrated ability to meet high production and quality standards
  • AI-related certifications (e.g., Microsoft AI Fundamentals, Prompt Engineering Specializations, etc.) preferred
  • Experience managing projects related to business process implementation, certification efforts, or web publication
  • Ability to partner with line-of-business subject matter experts to analyze and execute content updates
  • Job Expectations :

  • This position offers a hybrid work schedule.
  • This position is not eligible for Visa sponsorship.

    Posting Locations :

  • 401 S Tryon St - Charlotte, North Carolina 28202
  • 150 E 42nd St - New York, New York 10017
  • 550 S 4th St - Minneapolis, Minnesota 55415
  • 333 Market St - San Francisco, California 94105
  • 250 E John Carpenter Frwy - Irving, Texas 75062
  • 2700 S Price Rd - Chandler, Arizona 85286
  • 3075 Loyalty Cir - Columbus, Ohio 43219
  • Required locations listed above.

    Salary range is determined by location of the job. May be considered for a discretionary bonus.

    Please note : Job posting may come down early due to volume of applicants.

    Pay Range

    Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

    84,000.00 - $179,200.00

    Benefits

    Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • 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
  • Posting End Date : 14 Jul 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.

    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.

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    Banking Consultant • NEW YORK, New York, United States of America