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Branch Manager – Trainee
Wells Fargo. Serve as the branch sales leader, acquiring, deepening, and retaining customer relationships .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in driving sales growth and managing high-performing teams within the banking sector, with a strong focus on customer relationship management and operational risk management. Proficient in analyzing performance metrics and implementing strategies to enhance team productivity and customer engagement.
Highest-signal resume keywords
Branch Sales LeadershipCustomer Relationship ManagementTeam Coaching and DevelopmentBanking Laws and Regulations KnowledgePerformance Analysis and Action Planning
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 Growth StrategiesFinancial Services ExperienceOperational Risk ManagementPerformance Metrics AnalysisCustomer-Focused Sales CultureLoan Originator RequirementsCompliance ControlsDigital Banking EducationBusiness Solutions DeliveryTalent Management
Soft Skills
Independent JudgmentCritical ThinkingTime ManagementDelegation SkillsCoaching Skills
Certifications & Qualifications
SAFE Registration
Industry Keywords
BankingFinancial ServicesBranch NetworkHigh Net Worth CustomersAffluent Customer SegmentsCustomer Financial NeedsWealth ManagementBusiness BankingHome LendingOperational Soundness
About the role
Key responsibilities & impact- Serve as the branch sales leader, acquiring, deepening, and retaining customer relationships
- Drive growth in checking, deposits, lending, credit cards, and investments
- Lead, coach, and develop a high-performing 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 improve capability 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
- 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, including mentorship, job shadowing, and practical branch operations training, before transitioning to Branch Manager
- Branch assignment based on business need and branch availability
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
- Demonstrated 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 lead teams in influencing, educating, and connecting customers to technology
- 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 prior to or until 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 policies, including financial responsibility, character, fitness, and criminal background standards
- Credit report may be reviewed and additional ongoing screening may apply
- Not eligible for Visa sponsorship
Benefits
Comp & perks- Health benefits
- 401(k) Plan
- Paid time off
- Disability benefits
- Life insurance, critical illness insurance, and accident insurance
- Parental leave
- Critical caregiving leave
- Discounts and savings
- Commuter benefits
- Tuition reimbursement
- Scholarships for dependent children
- Adoption reimbursement
- Incentive opportunities may be available