Wells Fargo

Senior Branch Network Manager Trainee

Wells Fargo

full-time

Posted on:

Location Type: Office

Location: Winston Salem • North Carolina • 🇺🇸 United States

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Job Level

Senior

About the role

  • Participate in Branch Banking Licensed Banker licensing program as Senior Branch Premier Banker LP (SAFE) until licensing requirements are met
  • Proactively acquire new affluent consumer and small business customers and deepen existing relationships through outreach and pre-planned appointments
  • Review and analyze moderately complex customer concerns and apply resolution protocols; escalate issues and business risks requiring in-depth evaluation
  • Advise customers on recommended and available financial options and services; identify client needs and goals for business, mortgage, retirement, and investment services
  • Partner closely with Business Banking Advisory Services, Mortgage and Wealth and Investment Management to meet client needs
  • Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services
  • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans
  • Understand and manage risks by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations
  • Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships
  • Exercise independent judgment and discretion in managing client relationships through regular meetings to review financial condition and goals
  • Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs
  • SAFE position may include offering/negotiating terms and/or taking applications for dwelling-secured transactions

Requirements

  • 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of experience building and maintaining effective relationships with customers and partners
  • 3+ years of experience recommending products and services
  • Financial services industry experience (corporate, consumer, mortgage, investments, brokerage, or private banking) - desired
  • Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration, or must be completed within a specified period
  • State Insurance license(s) required and must be completed within a specified period
  • Current registration for FINRA Series 6 and Series 63 required or must be completed within a specified period; Series 65 required in specified states
  • SAFE registration at time of employment and compliance with the SAFE Mortgage Licensing Act of 2008
  • Meet Loan Originator (LO) requirements under Regulation Z and Consumer Financial Protection Bureau qualification requirements
  • Ability to obtain and maintain appropriate FINRA license(s); subject to enhanced financial fitness and criminal background standards
  • Credit report will be used to assess financial responsibility; credit score not included
  • Ability to follow policies, procedures, and regulations; knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention
  • Ability to work a schedule that may include most Saturdays
  • Ability to educate and connect customers to technology and promote self-service digital banking options
  • Experience mentoring and peer-coaching others
  • This position is not eligible for Visa sponsorship
Benefits
  • Robust benefits
  • Competitive compensation
  • Programs designed to help you find work-life balance and well-being
  • Rewarded for investing in your community
  • Celebrated for being your authentic self and empowered to grow
  • Recognized as a top employer on the 2025 LinkedIn Top Companies list
  • Accommodation for applicants with disabilities available upon request
  • Drug-free workplace policy

Applicant Tracking System Keywords

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

Hard skills
customer servicefinancial analysisrisk managementrelationship managementfinancial advisingproduct recommendationcomplianceloan originationbranch bankinginvestment services
Soft skills
communicationrelationship buildingindependent judgmentmentoringteam collaborationproblem solvingcustomer engagementdiscretionoutreachguidance
Certifications
FINRA Series 6FINRA Series 63State Insurance licenseSAFE registrationSeries 65 (in specified states)Loan Originator (LO) requirements