Branch Manager

Jobtailor; Anaheim (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Wells Fargo in Anaheim is seeking a Branch Manager to lead a busy retail banking team, grow deposits and loans, and deepen customer relationships. You will set sales expectations, coach staff, and ensure compliance while delivering tailored financial solutions.

The role requires strong leadership, ability to travel within the district up to 50%, and SAFE registration. You will partner with Wealth & Investment Management and Home Lending sales partners to meet growth targets while maintaining

Qualifications

• 5+ years of banking, financial services, or Branch Network experience
• 2+ years of leadership experience
• Ability to work a schedule that includes Saturdays
• Ability to travel up to 50% of the time in the first 6 months
• SAFE registration required at the time of employment
• Loan Originators must meet LO/CFPB requirements
• Compliance with Wells Fargo policies and standards
• Proven ability to hire, coach, and develop sales professionals and direct reports
• Ability to lead a customer-focused sales culture and drive growth
• Ability to analyze performance and execute action plans
• Independent judgment and critical thinking skills
• Experience across affluent, high net worth, and business segments
• Ability to connect customers to digital banking technology and solutions
• Knowledge of banking laws, compliance controls, operational risk management, and loss prevention
• Position is not eligible for Visa sponsorship

Responsibilities

• 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 identify strengths and opportunities
• Improve team performance, primary bank relationships, and wallet share
• Balance growth objectives with operational soundness and risk management
• Resolve issues and model behaviors that protect customers, employees, and the company
• Complete the Branch Manager Readiness Program before transitioning to the Branch Manager position, unless already serving as a Wells Fargo Branch Manager

Skills

Branch Sales Leadership

Customer Relationship Management

Coaching and Development

Banking Laws and Regulations

SAFE Registration

Tools

Digital Banking Technology

Job description

• 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 identify strengths and opportunities
• Improve team performance, primary bank relationships, and wallet share
• Balance growth objectives with operational soundness and risk management
• Resolve issues and model behaviors that protect customers, employees, and the company
• Complete the Branch Manager Readiness Program before transitioning to the Branch Manager position, unless already serving as a Wells Fargo Branch Manager

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 work a schedule that includes Saturdays
• Ability to travel in assigned geography 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
• Compliance with Wells Fargo policies and standards related to financial responsibility, character, fitness, and criminal background
• 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
• Success managing and coaching across affluent, high net worth, and business customer segments
• Ability to connect customers to digital banking technology and solutions
• Knowledge of banking laws and regulations, compliance controls, operational risk management, and loss prevention
• Position is not eligible for Visa sponsorship

Core Competencies

Demonstrates strong leadership in driving sales growth and developing high-performing teams within the banking sector. Proficient in analyzing performance metrics, managing customer relationships, and ensuring compliance with banking regulations.

Highest-signal resume keywords

• Branch Sales Leadership
• Customer Relationship Management
• Coaching and Development
• Banking Laws and Regulations
• SAFE Registration

ATS Optimization Keywords

Hard Skills

• Sales Growth
• Performance Analysis
• Risk Management
• Loan Origination
• Digital Banking Solutions

Soft Skills

• Critical Thinking
• Independent Judgment
• Coaching Skills

Certifications & Qualifications

• SAFE Registration

Industry Keywords

• Banking
• Financial Services
• Compliance Controls
• Operational Risk Management
• Customer Segments

Tools & Technologies

• Digital Banking Technology