Branch Manager

Jobtailor; Carle Place (NY); On-site; USD 110,000 - 140,000; Full time

Job summary

Wells Fargo is seeking a Branch Manager in the New York area to lead sales, deepen customer relationships, and guide a high-performing branch team. The role focuses on growing deposits, lending, and digital banking adoption while maintaining strong risk controls.

You will coach staff, ensure compliance, and collaborate with Wealth & Investment Management and Business Banking partners to deliver tailored financial solutions for customers.

Qualifications

• 5+ years in banking, financial services, or branch network roles
• 2+ years of leadership experience
• Willingness to work Saturdays
• Travel up to 50% during initial placement
• SAFE registration required at start
• Loan Originator compliance requirements
• Adherence to banking laws, controls, and risk management
• Ability to hire, coach, and develop sales professionals

Responsibilities

• Serve as the branch sales leader, acquiring, deepening, and retaining customer relationships
• Drive growth in deposits, lending, credit cards, and investments
• Lead, coach, and develop the branch team
• Foster a culture focused on identifying customer needs and Wells Fargo solutions
• Balance growth with operational risk management
• Provide inclusive leadership and manage performance
• Identify customer needs and deliver tailored consumer and business solutions
• Use branch routines and metrics to improve capability and productivity
• Partner with Wealth & Investment Management, Business Banking, and Home Lending teams
• Educate customers about digital banking options
• Monitor performance and implement improvement plans
• Manage risk, resolve issues, and model protective behaviors
• Complete Branch Manager Readiness Program before moving into branch manager role

Skills

Branch leadership

Customer relationship management

Coaching and development

Risk management

Digital banking knowledge

Performance analysis

Tools

Digital Banking Solutions

Reporting Tools

Job description

• Serve as the branch sales leader, acquiring, deepening, and retaining customer relationships
• Drive growth in primary checking, deposits, lending, credit cards, and investments
• Lead, coach, and develop the branch team
• Foster an engaged, accountable culture focused on identifying customer financial needs and recommending Wells Fargo solutions
• Balance growth objectives with operational risk management
• Provide inclusive leadership, 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
• Use reporting and employee observations to identify strengths and opportunities and improve team performance
• Manage risk, resolve issues, make talent decisions, and model protective behaviors
• Complete the Branch Manager Readiness Program before transitioning into a 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 and before placement in a specific branch, depending on location
• SAFE registration required at the time of employment; Wells Fargo initiates the process after start date
• Loan Originators must meet LO/CFPB requirements
• Compliance with Wells Fargo policies concerning financial responsibility, character, fitness, and criminal background
• Credit report may be reviewed and additional ongoing screening may apply
• Position is not eligible for Visa sponsorship
• 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 to digital banking technology and articulate its value
• Knowledge of banking laws and regulations, compliance controls, operational risk management, and loss prevention

Core Competencies

Demonstrates strong leadership in driving sales growth and managing branch operations while ensuring compliance with banking regulations. Proven ability to develop teams, enhance customer relationships, and leverage digital banking solutions to meet financial needs.

Highest-signal resume keywords

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

Hard Skills

• Sales Growth
• Performance Analysis
• Operational Risk Management
• Loan Originator Compliance
• Digital Banking Technology

Soft Skills

• Critical Thinking
• Independent Judgment
• Coaching Skills
• Customer Focus

Certifications & Qualifications

• SAFE Registration

Industry Keywords

• Banking
• Financial Services
• Branch Network
• Compliance Controls
• Loss Prevention

Tools & Technologies

• Digital Banking Solutions
• Reporting Tools