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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 sales teams, driving customer-focused sales culture, and executing action plans to achieve measurable growth. Possesses in-depth knowledge of banking regulations, operational risk management, and the ability to build relationships with diverse customer segments.
Highest-signal resume keywords
Branch Sales LeadershipCustomer Relationship ManagementCoaching And DevelopmentOperational Risk ManagementBanking Laws And Regulations
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 AnalysisDigital Banking SolutionsFinancial Needs AssessmentAction Plan ExecutionTeam Performance ImprovementCustomer EducationRisk ManagementLoan OriginationCompliance Controls
Soft Skills
Critical ThinkingTime ManagementDelegationCoachingCommunication
Certifications & Qualifications
SAFE Registration
Industry Keywords
BankingFinancial ServicesBranch NetworkHigh-Net-Worth CustomersAffluent CustomersBusiness BankingWealth ManagementCustomer SegmentationOperational RiskLoss Prevention
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
- Establish clear expectations and manage performance through targeted coaching
- Build an engaged, accountable culture focused on identifying customer financial needs
- Recommend Wells Fargo consumer and business 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
- Use observation, feedback, and follow-up to improve capability, confidence, productivity, and performance
- Partner with Wealth & Investment Management, Business Banking, and Home Lending teams
- Educate customers about digital options and demonstrate digital banking solutions
- Use reporting and employee observations to identify strengths and opportunities
- Execute action plans 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
- 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, 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 lead teams in influencing, educating, and connecting 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 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 regarding financial responsibility, character, fitness, and criminal background
- Subject to credit report review and additional ongoing screening
- Not eligible for Visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs designed to support work-life balance and well-being
- Community investment recognition
- Career growth and development opportunities
- Branch Manager Readiness Program with guidance, mentorship, job shadowing, and practical learning opportunities
- Structured and supportive onboarding
- Equal opportunity employment
- Medical accommodation support during recruitment or interviews