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Wells Fargo

Channel Transfer Business Analyst

Posted 3 Days Ago
Hybrid
Dallas, TX
Mid level
Hybrid
Dallas, TX
Mid level
About this role:
Wells Fargo is seeking a Channel Transfer Business Analyst to support the Channel Transfer program with a blend of operational analysis, data insights, controls support, and relationship management. This role serves as both an analytical problem solver and a business-facing partner who can translate data into clear, actionable solutions. This position is the analytical engine behind channel transfer processes. You will pull and interpret data, identify issues, support controls and monitoring routines, and communicate insights to business partners in a clear, actionable way. Ideal for someone who is:
  • Analytical and outgoing
  • Strong in Excel and operational analysis
  • Comfortable explaining "what the data means" and "how to fix it"
  • Able to troubleshoot, validate, document, and partner across teams

If you enjoy interpreting data, improving processes, troubleshooting issues, and working with cross-functional partners-this role is an excellent fit.
In this role, you will:
Operational & Analytical Execution
  • Pull, validate, and analyze operational data using Excel (including formulas, pivot tables, lookups).
  • Identify patterns, trends, and issues; explain findings in a clear, structured way to partners.
  • Support evidence gathering for controls, monitoring routines, and risk-related processes.
  • Troubleshoot data discrepancies, system issues, and workflow gaps; propose resolutions.

Business Analysis & Problem Solving
  • Perform research on moderately complex business and operational issues requiring analytical and conceptual skills.
  • Document processes, controls, and findings with high accuracy and attention to detail.
  • Contribute to operational enhancements, efficiency efforts, and process improvements.

Relationship Management & Communication
  • Act as a business-facing partner: interpret data, communicate insights, and describe what actions should be taken.
  • Maintain strong relationships across cross-functional teams and support leaders through concise updates and recommendations.
  • Explain not only what the data shows but why it matters and how to solve the identified issue.

Program & Initiative Support
  • Assist in planning and executing risk, efficiency, and customer-experience initiatives.
  • Track, manage, and monitor deliverables across multiple workstreams.
  • Provide structure, follow-through, and documentation for initiatives and recurring routines.

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:
  • Strong verbal and written communication skills, with the ability to simplify complex information for non-technical audiences.
  • Highly organized with exceptional attention to detail.
  • Ability to work in a fast-paced environment, manage multiple tasks, and prioritize effectively.
  • Experience tracking and monitoring project or operational deliverables.
  • Experience in process improvement, documentation, controls, or risk-related work.
  • Analytical mindset with experience in validation, evidence gathering, and control routines.
  • Proficient Excel skills, including formulas (e.g., VLOOKUP), pivot tables, and data analysis tools.
  • Basic knowledge of queries or macros.
  • Familiarity with Beta functions/green screens (preferred but not required).
  • Experience troubleshooting data or operational issues.

Job Expectations:
  • Follow enterprise guidelines related to in-person office work schedule. Currently, hybrid work schedule (at least 3 days in-person/week) - this is subject to change in the future

Locations:
  • St. Louis, MO
  • Charlotte, NC
  • Dallas, TX

Top Skills

Data Analysis Tools
Excel
Macros
Queries

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