Wells Fargo

Branch Support Manager

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Virginia Beach • Virginia • United States

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About the role

  • Serve as the initial point of contact for operational, service and technology inquiries from Financial Advisors, the branches, and other Support Center associates
  • Act as a liaison between Market Leaders, Branch/Area Managers, the Brokerage Support team, and Client Associates
  • Be responsible for onboarding, training, recognition, engagement, and development of new and existing Client Associates within designated markets
  • Ensure Client Associates are trained in key CRG ease of doing business initiatives
  • Visit branches across the Market to oversee operational/support practices and coach on operational risk

Requirements

  • 4+ years of Financial Services Industry experience
  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations
  • 1+ years of leadership experience (desired)
  • Familiarity with Support Center model
  • Knowledge and understanding of branch exams and regulatory requirements from an operational support perspective
Benefits
  • Health insurance
  • 401(k) matching
  • Flexible work hours
  • Paid time off
  • Drug and alcohol policy
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
operational supporttrainingonboardingcoachingrisk management
Soft Skills
communicationleadershipengagementdevelopment
Certifications
FINRA Series 7FINRA Series 63FINRA Series 66