Senior Financial Services Manager Foothills Orange County District

6 days ago


Lake Forest, California, United States WELLS FARGO BANK Full time
About this role:

Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch Network as part of the Consumer, Small and Business Banking division. This is an interim non-exempt position until the trainee has received certification of program completion and been placed into a branch. Successful completion of the Branch Manager Readiness program is a pre-requisite to transition into a non-exempt Associate Branch Manager (ABM) or exempt Branch Manager (BM) role. Employees who are not currently in an ABM or BM role at the time of hire will participate in the Branch Manager Readiness program.

Job Summary

Our Branch Managers are responsible for leading, managing and developing a diverse team of direct and indirect reports, creating a culture that fosters engagement and generates commitment and accountability to business outcomes. Successful Branch Managers are able to lead a highly defined customer engagement process, coaching to specific behaviors that lead to an enhanced customer experience and drive growth in the business, while also driving accountability for operational excellence. This involves executing policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures, and managing the allocation of people and financial resources for the branch.

Key Responsibilities
  • Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
  • Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
  • Identify opportunities for making banking easier for customers through education and demonstration of available digital options to support adoption and customer convenience
  • Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
  • Mentor and guide talent development of direct reports and assist in hiring talent

This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below.

Requirements

We are looking for experienced professionals with a strong background in banking, financial services, or Branch Network management. The ideal candidate will have:

  • 4+ years of banking, financial services, or Branch Network experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience
  • Management experience including hiring, coaching, and developing direct reports
  • Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success
  • Ability to analyze performance, understand strengths and opportunities, and execute a plan that empowers employees to achieve business objectives
  • Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment
Benefits

At Wells Fargo, we offer a comprehensive benefits package that includes:

  • 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
Estimated Salary Range

The estimated salary range for this position is $29.23 - $52.02 per hour, depending on location and experience.



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