Wells Fargo
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Fintech • Financial Services
Serve customers in-branch by opening accounts, handling transactions, supporting credit applications, and promoting banking products. Build relationships through discovery conversations and proactive outreach, use digital tools, perform teller/cash-handling tasks, ensure compliance with risk controls, and coordinate referrals to specialists to meet customer and branch goals.
Fintech • Financial Services
Lead a branch sales team to acquire, deepen, and retain customer relationships across deposits, lending, cards, and investments. Coach and develop bankers, drive performance through disciplined execution and reporting, partner with internal sales partners, promote digital banking, and balance growth with operational risk management and compliance.
Fintech • Financial Services
Lead and coach a branch team to acquire, deepen, and retain customer relationships across deposit, lending, card, and investment products. Drive sales performance through coaching, performance management, and partnership with internal lines. Ensure operational risk management and compliance, promote digital banking, and complete the Branch Manager Readiness Program to transition into the role.
