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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in managing branch operations, driving sales growth, and developing a high-performing team. Possesses expertise in customer relationship management, compliance with banking regulations, and operational risk management.
Highest-signal resume keywords
5+ Years Banking Experience2+ Years Leadership ExperienceSAFE RegistrationCustomer Relationship ManagementOperational Risk Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Strategy DevelopmentPerformance AnalysisCoaching and DevelopmentFinancial Needs AssessmentLoan Originator Compliance
Soft Skills
Independent JudgmentCritical ThinkingTime ManagementPrioritizationDelegation
Tools & Technologies
Digital Banking SolutionsReporting Tools
Certifications & Qualifications
SAFE Registration
Industry Keywords
Banking LawsCompliance ControlsOperational Risk ManagementCustomer SegmentationFinancial Services
About the role
Key responsibilities & impact- Serve as the sales leader of the branch
- Acquire, deepen, and retain customer relationships across checking, deposits, lending, credit cards, and investments
- Lead, coach, and develop a branch team to improve banker productivity
- Foster an engaged, accountable culture focused on customer financial needs and Wells Fargo solutions
- Balance growth objectives with operational risk management
- Complete the Branch Manager Readiness Program before transitioning into a Branch Manager position, unless already serving as a Wells Fargo Branch Manager
- Provide inclusive leadership 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 build capability and productivity
- Partner with Wealth & Investment Management, Business Banking, and Home Lending sales partners
- Educate customers about digital banking options
- Use reporting and employee observations to improve team performance and expand primary bank relationships and wallet share
- Manage risk, resolve issues, and model behaviors that protect customers, employees, and the company
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
- 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 prior to or until placement in a specific branch, depending on location
- SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
- Loan Originators must meet LO/CFPB requirements
- Compliance with Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
- Credit report may be reviewed and additional ongoing screening may apply
- Position is not eligible for Visa sponsorship
- 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 strong relationships
- Ability to lead teams in influencing, educating, and connecting customers to technology
- Knowledge of banking laws and regulations, compliance controls, operational risk management, and loss prevention
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Work-life balance and well-being programs
- Community involvement opportunities
- Career growth and development opportunities
- Branch Manager Readiness Program with guidance, mentorship, job shadowing, and practical learning opportunities