Drew Roebuck II
Chandler,AZ
Summary
Experienced leader with a track record of driving business outcomes through effective team management and leveraging data and analytics. Skilled in navigating organizational change and adept at communicating with stakeholders at all levels. Known for problem-solving abilities, risk mitigation, and quickly building strong partnerships. Committed to improving employee satisfaction and delivering results.
Overview
21
21
years of professional experience
Work History
Business Execution Senior Manager
Wells Fargo Client Onboarding
08.2022 - Current
- Manage execution consultants who oversee metrics and reporting, aiding both Commercial Banking and Corporate & Investment Banking sectors
- Created the inaugural, comprehensive report for account opening with Treasury Management products
- Analyze data and identify the primary reasons for onboarding delays, which are presented to executive leadership monthly
- Oversaw execution consultants handling monthly technology change management activities affecting Treasury Management Implementation and Sales Support
- Pinpointed issues causing onboarding delays for Business Essentials requests, resulting in Sales Support training and a 3-day reduction in cycle time
Lead Business Execution Consultant
Wells Fargo Client Onboarding
06.2021 - 08.2022
- Led the formulation and execution of postproduction approaches for successful Wholesale Client Onboarding
- Engineered solutions and collaborated with teams to address technological issues promptly
- Delivered trend analysis and recommendations to leadership in different departments
- Examined Loudspeaker submissions for Client Onboarding
- Enhanced operational framework for Treasury Management Sales Support assistance, resulting in a 90% reduction in questions to the mailbox
- Conducted regular reviews of operations and identified areas for improvement.
Business Systems Consultant Manager
Wells Fargo Treasury Management
07.2018 - 06.2021
- Supervised technical consultants responsible for implementing Payment Manager solutions for clients
- Presented identified system access vulnerabilities to senior leaders, leading to significant access remediation
- Streamlined operations, yielding savings equivalent to 0.5 FTE
Treasury Services Manager
Wells Fargo Treasury Management
10.2016 - 06.2021
- Supervised financials, reporting, project management, and associated risk elements
- Directed optimization of billing processes, achieving a 20% decrease in errors
- Spearheaded remediation efforts for numerous SHRP issues
- Achieved savings of around $1 million dollars through contractor elimination and conversion
Business Systems Consultant Manager
Wells Fargo Treasury Management
06.2015 - 10.2016
- Managed consultants supporting internal projects, reporting, analytics, automation, brand communications, and risk management
- Directed efforts to modernize outdated protocols in anticipation of internal audits
- Oversaw audits involving five teams and various products
Financial Crimes Manager
Wells Fargo Fraud Operations
09.2012 - 06.2015
- Led production teams identifying check fraud, enhancing loss prevention by 18% annually
- Leveraged employee feedback to design a process supporting unpaid time off and maintaining around 40-hour workweeks for other employees
- Enhanced efficiency of fraud tools by 10% annually
Call Center Manager
Wells Fargo Phone Bank
06.2007 - 09.2012
- Directed team operations for multiple supervisors and managed a large staff
- Successfully extended site hours to 24 in less 3 weeks with existing staff and increased sales results by 25%
- Led various site and senior leader projects, enhancing customer experience metrics
- Consistently decreased turnover rate annually by designing career development programs
Operations Manager
Wells Fargo Operations
07.2006 - 06.2007
- Managed representatives who took calls from all Wells Fargo Stores and customers, while researching missing deposits
- Implemented a new phone coverage strategy enhancing SLAs by over 30% during peak times
- Worked across teams to establish consistent policies, leading to quicker call resolutions and less misrouted calls
- Shortened case completion time by 3 days
Call Center Supervisor
Wells Fargo Phone Bank
05.2005 - 07.2006
- Directed customer support staff in handling banking needs and identifying fraudulent activities
- Exceeded goals in quality assurance, sales, and productivity
- Enhanced productivity with effective staff training on call resolution techniques
Leadership Development Program Associate
Wells Fargo Services
06.2004 - 05.2005
- Gained experience in Retail, Phone Bank, Technology, and Operations
- Designed surveys for engagement, interpreted results, and communicated insights to senior management
- Developed standard training programs across all sites, improving new hire engagement by 33%
Education
Bachelor of Arts - Economics
Oberlin College
Oberlin, OH05-2004
Skills
- Leadership
- Transformation change management
- Project management
- Data analysis
- Communication
- Critical thinking
Timeline
Business Execution Senior Manager
Wells Fargo Client Onboarding
08.2022 - Current
Lead Business Execution Consultant
Wells Fargo Client Onboarding
06.2021 - 08.2022
Business Systems Consultant Manager
Wells Fargo Treasury Management
07.2018 - 06.2021
Treasury Services Manager
Wells Fargo Treasury Management
10.2016 - 06.2021
Business Systems Consultant Manager
Wells Fargo Treasury Management
06.2015 - 10.2016
Financial Crimes Manager
Wells Fargo Fraud Operations
09.2012 - 06.2015
Call Center Manager
Wells Fargo Phone Bank
06.2007 - 09.2012
Operations Manager
Wells Fargo Operations
07.2006 - 06.2007
Call Center Supervisor
Wells Fargo Phone Bank
05.2005 - 07.2006
Leadership Development Program Associate
Wells Fargo Services
06.2004 - 05.2005
Bachelor of Arts - Economics
Oberlin College
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