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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in sales management, with a focus on coaching and developing teams to achieve measurable growth in customer relationships and financial solutions. Possesses in-depth knowledge of banking regulations, operational risk management, and the ability to connect customers with digital banking options.
Highest-signal resume keywords
5+ Years Banking Experience2+ Years Leadership ExperienceCustomer-Focused Sales CultureKnowledge of Banking RegulationsSAFE 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
Performance AnalysisCoaching and DevelopmentFinancial Needs AssessmentOperational Risk ManagementDigital Banking Solutions
Soft Skills
Independent JudgmentCritical ThinkingTime ManagementPrioritizationDelegation
Certifications & Qualifications
SAFE Registration
Industry Keywords
BankingFinancial ServicesBranch NetworkCompliance ControlsLoss Prevention
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
- 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 build team capability and productivity
- Partner with Wealth & Investment Management, Business Banking, and Home Lending teams
- Educate customers about digital banking options
- Analyze reporting and employee observations to improve team performance and expand primary bank relationships
- Balance growth, operational soundness, talent decisions, and risk management
- 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
- 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 connect customers to technology and articulate the value of 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 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 financial responsibility, character, fitness, and criminal background standards
- Credit report may be reviewed and additional ongoing screening may apply
- 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
- Equal opportunity employment
- Medical accommodation support during recruitment or interviews