Branch Manager Trainee

Wells Fargo

. Serve as the branch sales leader accountable for acquiring, deepening, and retaining customer relationships .

Posted 11/11/2026full-timeFort Myers • Florida • United StatesEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in driving sales growth and developing high-performing teams within the banking sector, while ensuring compliance with regulations and operational risk management. Proven ability to analyze performance metrics and implement strategies that enhance customer relationships and team productivity.

Highest-signal resume keywords

Branch Sales LeadershipTeam DevelopmentCustomer Relationship ManagementOperational Risk ManagementSAFE Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Banking ExperienceFinancial Services KnowledgePerformance AnalysisSales Strategy ExecutionLoan Originator Compliance

Soft Skills

CoachingCritical ThinkingIndependent JudgmentCustomer FocusEngagement Building

Tools & Technologies

Digital Banking Technology

Certifications & Qualifications

SAFE Registration

Industry Keywords

Banking LawsCompliance ControlsOperational Risk ManagementLoss PreventionCustomer Segmentation

About the role

Key responsibilities & impact

Serve as the branch sales leader accountable for acquiring, deepening, and retaining customer relationships
Drive growth in checking, deposits, lending, credit cards, and investments
Lead, coach, and develop branch teams to improve banker productivity
Build an engaged, accountable, high-performing team culture
Identify customer financial needs and recommend Wells Fargo solutions
Use observation, feedback, follow-up, and performance management to coach employees
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 relationships
Balance growth objectives with operational risk management
Resolve issues, manage talent decisions, and model behaviors that protect customers, employees, and the company
Complete the Branch Manager Readiness Program before transitioning into a Branch Manager position

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 before placement in a specific branch
SAFE registration required at the time of employment
Loan Originators must meet LO/CFPB requirements
Must comply with Wells Fargo policies regarding financial responsibility, character, fitness, and criminal background
Credit report may be reviewed
Not eligible for Visa sponsorship
Must be able to work at all listed branch locations, with placement determined by staffing needs
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
Experience managing and coaching across affluent, high net worth, and business customer segments
Ability to connect customers with digital banking technology
Knowledge of banking laws, regulations, compliance controls, operational risk management, and loss prevention

Benefits

Comp & perks

Robust benefits
Competitive compensation
Programs designed to support work-life balance and well-being
Community involvement recognition
Career growth and development opportunities
Branch Manager Readiness Program with guidance, mentorship, job shadowing, and practical learning opportunities
Structured onboarding and leadership training