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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 teams, driving sales growth, and managing operational risk. Proficient in analyzing performance metrics and fostering customer relationships across various financial products and services.
Highest-signal resume keywords
Branch Sales LeadershipCoaching And Developing Sales ProfessionalsCustomer-Focused Sales CultureBanking Laws And Regulations KnowledgeSAFE Registration
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial Solutions DeliveryPerformance AnalysisOperational Risk ManagementCustomer Relationship ManagementDigital Banking Education
Soft Skills
Independent JudgmentCritical ThinkingTime ManagementPrioritizationDelegation
Certifications & Qualifications
SAFE Registration
Industry Keywords
BankingFinancial ServicesBranch Network ExperienceAffluent Customer SegmentsCompliance Controls
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 the branch team to improve banker productivity
- Foster an engaged, 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
- Provide inclusive leadership and manage team performance through targeted coaching
- Deliver tailored consumer and business financial solutions
- Use 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 banking options
- Analyze 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 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
- Experience 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 educating customers about 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 the assigned geography up to 50% of the time during the first 6 months and before placement in a specific branch
- 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 standards related to financial responsibility, character, fitness, and criminal background
- This position is not eligible for Visa sponsorship
Benefits
Comp & perks- Robust benefits
- Competitive compensation
- Programs designed to support work-life balance and well-being
- Community investment opportunities
- Career growth and development through the Branch Manager Readiness Program
- Guidance, mentorship, job shadowing, and practical learning opportunities
- Structured and supportive transition into leadership
- Inclusive and engaged workplace culture