- 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 high-performing branch team
- Establish expectations and manage performance through targeted coaching
- Identify customer financial needs and deliver tailored consumer and business solutions
- Use observation, feedback, and follow-up to improve capability, confidence, and productivity
- Partner with Wealth & Investment Management, Business Banking, and Home Lending sales partners
- Educate customers and demonstrate digital banking options
- Analyze reporting and employee observations to identify strengths and opportunities
- Execute action plans to improve team performance and expand primary bank relationships and wallet share
- Balance growth with operational soundness and talent decisions
- Manage risk, resolve issues, and model behaviors that protect customers, employees, and the company
- Complete the Branch Manager Readiness Program before transitioning into the Branch Manager position
- Accept branch assignment based on business need and branch availability
Requirements
- 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 and execute action plans
- Independent judgment and critical thinking skills
- Ability to manage time, prioritize, and delegate 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
- Ability to influence, educate, and connect customers to digital banking 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 up to 50% of the time during the first 6 months, depending on location
- SAFE registration required at the time of employment
- Loan Originators must meet LO/CFPB requirements and Wells Fargo policies
- Must satisfy financial responsibility, character, fitness, and criminal background standards
- Not eligible for visa sponsorship
Core Competencies
Demonstrates strong leadership in managing a high-performing sales team while driving customer-focused growth in banking services. Proficient in analyzing performance metrics, coaching staff, and delivering tailored financial solutions to diverse customer segments.
Soft Skills
- Independent Judgment
- Critical Thinking
- Time Management
- Prioritization
- Delegation
Hard Skills
- Financial Services Experience
- Performance Analysis
- Action Plan Execution
- Digital Banking Technology Education
- Operational Risk Management
Certifications & Qualifications
- SAFE Registration
- Loan Originator Certification
Industry Keywords
- Branch Network Experience
- Customer-Focused Sales Culture
- Affluent Customer Segments
- High Net Worth Customer Segments
- Compliance Controls
Branch Manager in concord at Unknown Company
This position is listed as full time and onsite.