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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in banking and financial services, with a focus on developing high-performing teams and driving customer-centric sales strategies. Proficient in managing operational risk, compliance, and fostering relationships with affluent and business customer segments.
Highest-signal resume keywords
Branch Sales LeadershipCustomer Relationship ManagementTeam Development and CoachingOperational Risk ManagementBanking 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
Banking ExperienceFinancial Services ExpertisePerformance AnalysisSales Culture LeadershipDigital Banking Solutions EducationLoan Originator ComplianceCustomer Needs IdentificationRisk ManagementCoaching and MentoringPerformance Management
Soft Skills
Independent JudgmentCritical ThinkingTime ManagementPrioritizationDelegation
Certifications & Qualifications
SAFE Registration
Industry Keywords
Branch NetworkAffluent Customer SegmentsHigh Net Worth ClientsCommunity StakeholdersWells Fargo Solutions
About the role
Key responsibilities & impact- Serve as the branch sales leader
- 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 and accountable culture focused on identifying customer financial needs and recommending 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
- Build and retain a high-performing team through clear expectations, targeted coaching, and performance management
- Identify customer financial needs and deliver tailored consumer and business solutions
- Use branch manager routines, observation, feedback, and follow-up to build capability, confidence, and productivity
- Partner with Wealth & Investment Management, Business Banking, and Home Lending sales partners
- Educate customers about digital options and demonstrate available digital banking solutions
- Use reporting and employee observations to identify strengths and opportunities and improve team performance
- 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 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, identify strengths and opportunities, 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 influence, educate, and connect customers to 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 placement in a specific branch, depending on location
- SAFE registration required at the time of employment; Wells Fargo will initiate the process after the start date
- Loan Originators must meet LO/CFPB requirements and Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
- Credit report may be reviewed and additional ongoing screening may apply
- Not eligible for Visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs designed to support work-life balance and well-being
- Community involvement recognition
- Branch Manager Readiness Program with guidance, mentorship, job shadowing, and practical learning opportunities
- Structured and supportive leadership transition program
- Equal opportunity employment
- Disability accommodations during recruitment and hiring