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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in driving sales growth and managing branch performance while fostering customer relationships and team development. Proficient in analyzing financial needs and delivering tailored banking solutions, with a solid understanding of compliance and operational risk management.
Highest-signal resume keywords
Branch Sales LeadershipCustomer Relationship ManagementTeam Coaching and DevelopmentPerformance Analysis and Action PlanningBanking Laws and Regulations Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
BankingFinancial ServicesSales Growth StrategiesPerformance ManagementDigital Banking SolutionsOperational Risk ManagementLoan OriginationCompliance ControlsCustomer Needs AnalysisFinancial Relationship Building
Soft Skills
Critical ThinkingTime ManagementDelegationCoachingCustomer Focus
Certifications & Qualifications
SAFE Registration
Industry Keywords
Branch Network ExperienceHigh Net Worth Customer SegmentsCommunity Stakeholder EngagementOperational SoundnessTalent Decisions
About the role
Key responsibilities & impact- Serve as the branch sales leader
- Acquire, deepen, and retain customer relationships
- Drive growth in primary checking, deposits, lending, credit cards, and investments
- Lead, coach, and develop the branch team
- Establish expectations and manage performance through targeted coaching
- Identify customer financial needs and deliver tailored consumer and business solutions
- Use branch manager routines, observation, feedback, and follow-up to improve capability and productivity
- Partner with Wealth & Investment Management, Business Banking, and Home Lending sales partners
- Help customers use digital banking options through education and demonstrations
- Analyze reporting and employee observations to identify strengths and opportunities
- Execute actions to improve team performance and expand primary bank relationships and wallet share
- Balance growth objectives with operational soundness and talent decisions
- Manage risk, resolve issues, and model behaviors that protect customers, employees, and the company
- Complete the Branch Manager Readiness Program before transitioning into a Branch Manager position, unless already serving as a Wells Fargo Branch Manager
Requirements
What you’ll need- 5+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through work experience, training, military experience, or education
- 2+ years of leadership experience
- Proven ability to hire, coach, and develop sales professionals and direct reports
- Ability to lead a customer-focused sales culture and drive measurable growth
- Ability to analyze performance and execute action plans
- Independent judgment and critical thinking skills
- Ability to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
- Success managing and coaching across affluent, high net worth, and business customer segments
- Ability to identify complex financial needs and build relationships with customers, internal partners, and community stakeholders
- Ability to educate customers about technology and digital banking solutions
- Knowledge of banking laws and regulations, compliance controls, operational risk management, and loss prevention
- Ability to work a schedule that includes Saturdays
- Ability to travel in assigned geography up to 50% of the time during the first 6 months and before branch placement
- SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
- Loan Originators must meet LO/CFPB requirements and Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
- Credit report review and additional ongoing screening may apply
- Not eligible for visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Work-life balance and well-being programs
- Community investment recognition
- Career growth and development opportunities
- Equal opportunity employment
- Medical accommodation support during recruitment
- Drug-free workplace