Job DescriptionJob Description

About Invest Puerto Rico

Invest Puerto Rico (IPR) is a non-profit organization created by the Government of Puerto Rico via Law 13-2017 with the mission of promoting Puerto Rico as a competitive investment jurisdiction to attract new business and external capital to the Island.

Overview

The range of responsibilities will include: financial management and development and optimization around the key internal controls of the organization, acting as a subject matter expert in internal finance policies, including areas such as revenue recognition and developing a best-in-class financial processes.

Duties and Responsibilities:

Financial Planning / Accounting

• Prepare quarterly closing, journal entries , financial statements/reporting and forecasts;

• Manage expense reimbursement policy;

• Maintain activity expenditure against budgets;

• Maintain rolling cashflow projection;

• Maintain A/P, A/R & asset registers

Compliance and Internal controls

• Ensures that contractors adhere to and abide by the clients’ contractual terms and guidelines;

• In charge of all reporting requirements for the organization’s projects and grant funds;

• Manages the continuous revision of processes & SOPs

• Manages an end-to-end audit process of current systems – while acting as the first point of contact for external auditors (audits and tax requirements)

• Update financial risk assessments

Required Qualifications:

• Bachelor's degree in Accounting or Finance

• CPA license desirable

• 2-4 years experience in administrative and financial management of large-scale, complex, international and grant-funded programs;

• 2-4 years experience in grant’s management, including proposals, contracting and financial reporting

• 2-4 years experience in financial/funds management and reporting;

• Ability to work effectively under pressure and to manage competing priorities;

• Outstanding team player and willingness to learn and support learning of others;

• Highly Fluent in Written and Spoken English and Spanish

Invest PR is an Equal Opportunity Employer.

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Job DescriptionJob DescriptionABOUT US

Falcón Sánchez & Associates, a leading local CPA and Consulting firm, is looking for a talented Tax Manager that will add value to our firm and to our clients. Join us as we provide work-life balance during your experience of growth!

SUMMARY OF RESPONSIBILITIES

We are seeking an experienced Tax Manager to serve as a key liaison between our clients, tax team, and firm leadership. This role is responsible for managing multiple tax engagements across diverse industries in both the United States and Puerto Rico, ensuring high-quality compliance, advisory services, and client satisfaction.

The Tax Manager will lead engagement planning, supervise and develop staff, review complex tax returns, and drive engagement performance, including budgeting, billing, and collections. This role plays a critical part in maintaining technical excellence, strengthening client relationships, and supporting the firm’s growth initiatives.

DUTIES AND RESPONSIBILITIES

Manage the full lifecycle of tax engagements, including planning, execution, review, and delivery.Take ownership of assigned engagements, ensuring responsive communication and high-quality service experience.Lead engagement planning meetings and coordinate resources to meet deadlines.Ensure proper documentation, workpaper quality, and compliance with firm standards and filing requirements. Review complex federal and Puerto Rico tax returns (corporate, partnership, fiduciary, and individual).Provide technical guidance on U.S. and Puerto Rico tax matters, including research, tax memos, and advisory projects.Stay current on tax law changes and proactively identify planning opportunities and risk areas.Maintain responsibility for the overall quality and accuracy of tax compliance and consulting deliverables.Build and maintain strong client relationships and identify opportunities for additional services.Participate in business development and networking activities aligned with firm growth strategies.Collaborate with Partners, Directors, and Operations to address client needs and engagement risks.Support firm initiatives and promote a culture of trust, inclusion, and continuous improvement.Supervise, coach, and mentor Tax Seniors and Associates to ensure timely and accurate results.Provide constructive feedback, performance evaluations, and career development recommendations.Delegate work effectively based on staff skills and engagement needs.Support recruitment efforts, including resume reviews and candidate interviews.Deliver internal training and contribute to the professional development of the tax team.

QUALIFICATIONS

Active CPA license requiredMinimum 3+ years of experience as a Senior Tax Accountant in a public accounting firmStrong technical knowledge of U.S. and Puerto Rico taxationExperience reviewing complex tax returns and managing multiple engagementsProven ability to supervise staff and manage client relationshipsBilingual proficiency (Spanish and English)Advanced skills in tax software and Microsoft OfficeMaster’s degree in Accounting, Taxation, Finance, Economics, or related field (preferred)Experience with tax research tools and workflow management systems Read Less

Job DescriptionJob DescriptionABOUT US

Falcón Sánchez & Associates, a leading local CPA and Consulting firm, is looking for a talented Tax Manager that will add value to our firm and to our clients. Join us as we provide work-life balance during your experience of growth!

SUMMARY OF RESPONSIBILITIES

We are seeking an experienced Tax Manager to serve as a key liaison between our clients, tax team, and firm leadership. This role is responsible for managing multiple tax engagements across diverse industries in both the United States and Puerto Rico, ensuring high-quality compliance, advisory services, and client satisfaction.

The Tax Manager will lead engagement planning, supervise and develop staff, review complex tax returns, and drive engagement performance, including budgeting, billing, and collections. This role plays a critical part in maintaining technical excellence, strengthening client relationships, and supporting the firm’s growth initiatives.

DUTIES AND RESPONSIBILITIES

Manage the full lifecycle of tax engagements, including planning, execution, review, and delivery.Take ownership of assigned engagements, ensuring responsive communication and high-quality service experience.Lead engagement planning meetings and coordinate resources to meet deadlines.Ensure proper documentation, workpaper quality, and compliance with firm standards and filing requirements. Review complex federal and Puerto Rico tax returns (corporate, partnership, fiduciary, and individual).Provide technical guidance on U.S. and Puerto Rico tax matters, including research, tax memos, and advisory projects.Stay current on tax law changes and proactively identify planning opportunities and risk areas.Maintain responsibility for the overall quality and accuracy of tax compliance and consulting deliverables.Build and maintain strong client relationships and identify opportunities for additional services.Participate in business development and networking activities aligned with firm growth strategies.Collaborate with Partners, Directors, and Operations to address client needs and engagement risks.Support firm initiatives and promote a culture of trust, inclusion, and continuous improvement.Supervise, coach, and mentor Tax Seniors and Associates to ensure timely and accurate results.Provide constructive feedback, performance evaluations, and career development recommendations.Delegate work effectively based on staff skills and engagement needs.Support recruitment efforts, including resume reviews and candidate interviews.Deliver internal training and contribute to the professional development of the tax team.

QUALIFICATIONS

Active CPA license requiredMinimum 3+ years of experience as a Senior Tax Accountant in a public accounting firmStrong technical knowledge of U.S. and Puerto Rico taxationExperience reviewing complex tax returns and managing multiple engagementsProven ability to supervise staff and manage client relationshipsBilingual proficiency (Spanish and English)Advanced skills in tax software and Microsoft OfficeMaster’s degree in Accounting, Taxation, Finance, Economics, or related field (preferred)Experience with tax research tools and workflow management systems Read Less

Job DescriptionJob DescriptionSalary: $11 per hour

Job Description

Advantage is a leading international provider of specialty insurance and related services to business owners and high net worth individuals seeking customized insurance solutions for their risk management and financial planning needs.

Program Overview

Our Summer Internship Program offers an immersive, hands-on experience for students who are beginning their professional journey. Interns gain exposure to the corporate environment by supporting special projects and routine departmental tasks, while learning directly from industry professionals.

Benefits

$11 p/h payPaid lunchExclusive professional workshopsNetworking opportunitiesParticipation in company eventsInternship completion certificate

Job Responsibilities

Assist with routine billing activities, including preparing and reviewing billing informationSupport the collection process by helping track outstanding balances and following up on pending items under supervisionHelp prepare, organize, and distribute policy statements and related documentationMaintain accurate financial records, ensuring all information is properly entered and updatedProvide general administrative support to the team as needed

Skills and Qualifications

Basic knowledge of accounting and/or finance principlesWillingness to learn, adapt, and take on new challengesStrong English communication skills (written and verbal)Proficiency in Microsoft Office, particularly Excel and Outlook

Job Requirements

Fluent English proficiency (written and spoken)Current student or recent graduate majoring in Accounting or FinanceAvailability to work full-time, in person Read Less

Job DescriptionJob DescriptionSalary: $11 Hourly

Job Description

Advantage is a leading international provider of specialty insurance and related services to business owners and high net worth individuals seeking customized insurance solutions for their risk management and financial planning needs.

Program Overview

Our Summer Internship Program offers an immersive, hands-on experience for students who are beginning their professional journey. Interns gain exposure to the corporate environment by supporting special projects and routine departmental tasks, while learning directly from industry professionals.

Benefits

$11 p/h payPaid lunchExclusive professional workshopsNetworking opportunitiesParticipation in company eventsInternship completion certificate

Job Responsibilities

Support the Finance Department with daytoday operational tasks under the guidance of the Financial ControllerAssist with basic accounting activities, including data entry, document review, and record maintenanceHelp prepare financial reports, schedules, and reconciliationsParticipate in monthend and quarterend processes as assignedAssist in reviewing invoices, expense reports, and supporting documentationConduct research or analysis to support financial projects and departmental initiativesPerform other administrative or projectbased tasks as needed within the finance function

Skills and Qualifications

Basic knowledge of accounting principlesUnderstanding of general ledger concepts and reconciliation practicesWillingness to learn, adapt, and take on new challengesStrong English communication skills (written and verbal)Proficiency in Microsoft Office, particularly Excel and OutlookProfessionalism, reliability, and comfort performing structured, detailoriented tasks

Job Requirements

Fluent English proficiency (written and spoken)Current student or recent graduate majoring in Accounting or FinanceAvailability to work full-time, in person

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Job DescriptionJob Description

About Us:
Brian Booth State Farm is proud to be the #1 producing office across New England and Upstate New York. We are committed to delivering exceptional insurance services while maintaining a supportive and efficient office environment. Our team values professionalism, teamwork, and continuous improvement. We are looking for a highly organized and proactive Licensed Customer Service Representative to join our administrative team, ensuring smooth daily operations, outstanding customer service, and full compliance with State Farm standards.

ROLE DESCRIPTION:
As a Customer Service Representative with Brian Booth State Farm, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.

We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.

RESPONSIBILITIES:

Establish customer relationships and follow up with customers as needed.Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.Use a customer-focused, needs-based review process to educate customers about insurance options.Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

QUALIFICATIONS:

Current Personal Lines or Property & Casualty License Current Life & Health License or willing to obtainDedicated to customer serviceAble to effectively relate to a customer, answer their questions, and anticipate their needs.Excellent communication skills to assist customers and coordinate with other agency team membersProactive in problem-solving

BENEFITS:

Starting pay $24-26.50/hr (depending on licenses and experience) plus commission and bonus potentialGrowth potential/Opportunity for advancement within the agencyPaid time off (vacation and personal/sick days)Retirement plan with matching contributionGroup Life InsuranceValuable career-building experienceSupportive and collaborative work environmentWork/Life balanceCasual dress Friday'sTeam lunch Friday'sQuarterly team outings

#SMA

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Job DescriptionJob Description

About Us:
Brian Booth State Farm is proud to be the #1 producing office across New England and Upstate New York. We are committed to delivering exceptional insurance services while maintaining a supportive and efficient office environment. Our team values professionalism, teamwork, and continuous improvement. We are looking for a highly organized and proactive Licensed Customer Service Representative to join our administrative team, ensuring smooth daily operations, outstanding customer service, and full compliance with State Farm standards.

ROLE DESCRIPTION:
As a Customer Service Representative with Brian Booth State Farm, you will generate the kind of exceptional client experiences that reinforce the growth of a successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you an ideal fit. You will enhance your career while resolving customer inquiries, coordinating with other agency team members, and anticipating the needs of the community members you support.

We look forward to connecting with you if you are the ideal customer-focused and empathetic team member we are searching for. We anticipate internal growth opportunities for especially driven and sales-minded candidates.

RESPONSIBILITIES:

Establish customer relationships and follow up with customers as needed.Provide prompt, accurate, and friendly customer service. Service can include responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, transfers, claim submissions and billing clarification.Use a customer-focused, needs-based review process to educate customers about insurance options.Use exemplary communication to efficiently meet the needs of customers while promoting the development of our business.

QUALIFICATIONS:

Current Personal Lines or Property & Casualty License Current Life & Health License or willing to obtainDedicated to customer serviceAble to effectively relate to a customer, answer their questions, and anticipate their needs.Excellent communication skills to assist customers and coordinate with other agency team membersProactive in problem-solving

BENEFITS:

Starting pay $24-26.50/hr (depending on licenses and experience) plus commission and bonus potentialGrowth potential/Opportunity for advancement within the agencyPaid time off (vacation and personal/sick days)Retirement plan with matching contributionGroup Life InsuranceValuable career-building experienceSupportive and collaborative work environmentWork/Life balanceCasual dress Friday'sTeam lunch Friday'sQuarterly team outings

#SMA

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Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking accomplished, people‑focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment.

As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long‑term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company.

Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position.  Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program.

In this role you will:

Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.Identify opportunities for making banking easier for customers through education and demonstration of available digital options.Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Required Qualifications:

5+ 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, education2+ years of leadership experience

Desired Qualifications:

Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance.Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management.Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives.Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment.Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders.Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience.Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.

Job Expectations:

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 prior to or up until placement in a specific branch), depending on location.SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.This position is not eligible for Visa sponsorship.This position may be eligible for relocation assistance]]> Read Less

Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking accomplished, people‑focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment.

As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long‑term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company.

Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position.  Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program.

In this role you will:

Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.Identify opportunities for making banking easier for customers through education and demonstration of available digital options.Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Required Qualifications:

5+ 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, education2+ years of leadership experience

Desired Qualifications:

Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance.Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management.Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives.Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment.Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders.Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience.Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.

Job Expectations:

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 prior to or up until placement in a specific branch), depending on location.SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.This position is not eligible for Visa sponsorship.]]> Read Less

Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking accomplished, people‑focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment.

As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long‑term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company.

Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position.  Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program.

In this role you will:

Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.Identify opportunities for making banking easier for customers through education and demonstration of available digital options.Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Required Qualifications:

5+ 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, education2+ years of leadership experience

Desired Qualifications:

Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance.Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management.Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives.Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment.Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders.Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience.Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.

Job Expectations:

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 prior to or up until placement in a specific branch), depending on location.SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.This position is not eligible for Visa sponsorship.]]> Read Less

Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking accomplished, people‑focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment.

As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long‑term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company.

Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position.  Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program.

In this role you will:

Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.Identify opportunities for making banking easier for customers through education and demonstration of available digital options.Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Required Qualifications:

5+ 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, education2+ years of leadership experience

Desired Qualifications:

Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance.Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management.Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives.Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment.Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders.Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience.Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.

Job Expectations:

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 prior to or up until placement in a specific branch), depending on location.SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.This position is not eligible for Visa sponsorship.]]> Read Less

Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer Banking and Lending, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com.  Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.

In this role you will:

Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointmentsReview and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocolsEscalate banking related issues or business risks that require an in-depth evaluationAdvise customers on various aspects of recommended and available financial options and servicesMaintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and servicesIdentify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goalsUnderstand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulationsCollect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goalsBuild relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financiallyExercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstancesBe an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needsThis 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 SAFE. 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

Required Qualifications:

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education3+ years of experience building and maintaining effective relationships with customers and partners3+ years of experience recommending products and services

Desired Qualifications:

Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registrationState Insurance license(s)3+ years of experience in a licensed financial services positionCustomer service focus with experience handling complex transactions across multiple systemsProficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleaguesExcellent verbal, written, and interpersonal communication skillsKnowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the businessKnowledge and understanding of Branch Banking compliance controls, risk management, and loss preventionAbility to follow policies, procedures, and regulationsAbility to educate and connect customers to technology and share the value of self-service digital banking optionsExperience using strong business acumen to provide financial services consultation to small business customersKnowledge and understanding of financial services consumer lending productsAbility to interact with integrity and professionalism with customers and employeesHigh motivation with ability to successfully meet team objectives while maintaining individual performanceExperience mentoring and peer-coaching others

Job Expectations:

Ability to work a schedule that may include most SaturdaysAdherence to Wells Fargo sales practices risk management cultureCurrent registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be requiredFor the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement.  This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employmentState Insurance license(s) are required for this role and must be completed within a specified periodLicensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptanceObtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.   Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment.  Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessaryThis position is not eligible for Visa sponsorship

Posting Location:

2040 Franklin St
OAKLAND, CA 94612

]]> Read Less

Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer Banking and Lending, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com.  Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.

In this role you will:

Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointmentsReview and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocolsEscalate banking related issues or business risks that require an in-depth evaluationAdvise customers on various aspects of recommended and available financial options and servicesMaintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and servicesIdentify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goalsUnderstand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulationsCollect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goalsBuild relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financiallyExercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstancesBe an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needsThis 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 SAFE. 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

Required Qualifications:

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education3+ years of experience building and maintaining effective relationships with customers and partners3+ years of experience recommending products and services

Desired Qualifications:

Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registrationState Insurance license(s)3+ years of experience in a licensed financial services positionCustomer service focus with experience handling complex transactions across multiple systemsProficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleaguesExcellent verbal, written, and interpersonal communication skillsKnowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the businessKnowledge and understanding of Branch Banking compliance controls, risk management, and loss preventionAbility to follow policies, procedures, and regulationsAbility to educate and connect customers to technology and share the value of self-service digital banking optionsExperience using strong business acumen to provide financial services consultation to small business customersKnowledge and understanding of financial services consumer lending productsAbility to interact with integrity and professionalism with customers and employeesHigh motivation with ability to successfully meet team objectives while maintaining individual performanceExperience mentoring and peer-coaching others

Job Expectations:

Ability to work a schedule that may include most SaturdaysAdherence to Wells Fargo sales practices risk management cultureCurrent registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be requiredFor the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement.  This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employmentState Insurance license(s) are required for this role and must be completed within a specified periodLicensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptanceObtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.   Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment.  Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessaryThis position is not eligible for Visa sponsorship

]]> Read Less

Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer Banking and Lending, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com.  Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.

In this role you will:

Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointmentsReview and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocolsEscalate banking related issues or business risks that require an in-depth evaluationAdvise customers on various aspects of recommended and available financial options and servicesMaintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and servicesIdentify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goalsUnderstand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulationsCollect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goalsBuild relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financiallyExercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstancesBe an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needsThis 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 SAFE. 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

Required Qualifications:

4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education3+ years of experience building and maintaining effective relationships with customers and partners3+ years of experience recommending products and services

Desired Qualifications:

Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking Experience recommending financial services products and services Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registrationState Insurance license(s)3+ years of experience in a licensed financial services positionCustomer service focus with experience handling complex transactions across multiple systemsProficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleaguesExcellent verbal, written, and interpersonal communication skillsKnowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the businessKnowledge and understanding of Branch Banking compliance controls, risk management, and loss preventionAbility to follow policies, procedures, and regulationsAbility to educate and connect customers to technology and share the value of self-service digital banking optionsExperience using strong business acumen to provide financial services consultation to small business customersKnowledge and understanding of financial services consumer lending productsAbility to interact with integrity and professionalism with customers and employeesHigh motivation with ability to successfully meet team objectives while maintaining individual performanceExperience mentoring and peer-coaching others

Job Expectations:

Ability to work a schedule that may include most SaturdaysAdherence to Wells Fargo sales practices risk management cultureCurrent registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be requiredFor the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement.  This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employmentState Insurance license(s) are required for this role and must be completed within a specified periodLicensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptanceObtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.   Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment.  Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessaryThis position is not eligible for Visa sponsorship

]]> Read Less

Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking accomplished, people‑focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment.

As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long‑term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company.

Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position.  Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program.

In this role you will:

Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.Identify opportunities for making banking easier for customers through education and demonstration of available digital options.Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Required Qualifications:

5+ 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, education2+ years of leadership experience

Desired Qualifications:

Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance.Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management.Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives.Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment.Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders.Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience.Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.

Job Expectations:

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 prior to or up until placement in a specific branch), depending on location.SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.This position is not eligible for Visa sponsorship.]]> Read Less

Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking accomplished, people‑focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment.

As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long‑term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company.

Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position.  Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program.

In this role you will:

Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.Identify opportunities for making banking easier for customers through education and demonstration of available digital options.Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Required Qualifications:

5+ 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, education2+ years of leadership experience

Desired Qualifications:

Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance.Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management.Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives.Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment.Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders.Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience.Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.

Job Expectations:

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 prior to or up until placement in a specific branch), depending on location.SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.This position is not eligible for Visa sponsorship.]]> Read Less

Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking accomplished, people‑focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment.

As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long‑term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company.

Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position.  Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program.

In this role you will:

Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.Identify opportunities for making banking easier for customers through education and demonstration of available digital options.Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Required Qualifications:

5+ 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, education2+ years of leadership experience

Desired Qualifications:

Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance.Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management.Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives.Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment.Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders.Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience.Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.

Job Expectations:

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 prior to or up until placement in a specific branch), depending on location.SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.This position is not eligible for Visa sponsorship.]]> Read Less

Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking accomplished, people‑focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment.

As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long‑term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company.

Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position.  Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program.

In this role you will:

Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.Identify opportunities for making banking easier for customers through education and demonstration of available digital options.Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Required Qualifications:

5+ 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, education2+ years of leadership experience

Desired Qualifications:

Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance.Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management.Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives.Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment.Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders.Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience.Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.

Job Expectations:

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 prior to or up until placement in a specific branch), depending on location.SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.This position is not eligible for Visa sponsorship.]]> Read Less

Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking accomplished, people‑focused leaders interested in a Branch Manager career within the National Branch Network. This opportunity is designed for experienced managers who bring a strong foundation in branch leadership and are looking to apply their expertise within the Wells Fargo environment.

As a Branch Manager, you will serve as the sales leader of the branch, accountable for acquiring, deepening and retaining customer relationships to drive consistent growth in primary checking, deposits, lending, credit cards and investments through disciplined execution, strong coaching, and effective performance management. You will lead, coach, and develop a team to consistently execute behaviors and improve banker productivity. You will foster an engaged, accountable culture focused on uncovering customer financial needs and recommending Wells Fargo solutions that deepen relationships and drive long‑term value. You will balance growth objectives with strong operational risk management to protect customers, employees, and the company.

Your onboarding starts with participation in the Branch Manager Readiness Program which is intended to offer a structured and supportive transition into leadership at Wells Fargo. Participants gain hands-on experience through guidance, mentorship, job shadowing, and practical learning opportunities in day-to-day branch operations. The program provides foundational knowledge, real-world practice, and leadership readiness needed to effectively lead a team and make an impact from day one. Successful completion of the Branch Manager Readiness program is required to transition into a Branch Manager position.  Branch assignment is based on business need and branch availability at the time of placement. While in training, this position is an interim, nonexempt role. Employees currently serving in a Branch Manager role at Wells Fargo are not required to complete the program.

In this role you will:

Provide strong, inclusive leadership to build and retain a high‑performing team, establishing clear expectations, and managing performance through targeted coaching to deliver sales, service, and operational excellence.Lead a branch team to proactively identify customer financial needs and deliver tailored consumer and business solutions that drive both customer value and business outcomes.Use branch manager routines to build individual capability, confidence, and productivity, delivering consistent, high‑impact coaching through observation, feedback, and follow‑up while holding the team accountable to behaviors and outcomes aligned to Wells Fargo priorities.Partner closely with internal sales partners to provide customers a comprehensive, coordinated Wells Fargo experience across Wealth & Investment Management, Business Banking, and Home Lending to maximize relationship depth, customer value, and branch performance.Identify opportunities for making banking easier for customers through education and demonstration of available digital options.Leverage reporting and employee observations to gain insight into strengths and opportunities, taking decisive action to improve team performance and expand primary bank relationships and wallet share.Demonstrate ownership by balancing growth, operational soundness, and talent decisions while proactively managing risk, resolving issues, and modeling behaviors that protect customers, employees, and the company.

Required Qualifications:

5+ 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, education2+ years of leadership experience

Desired Qualifications:

Proven ability to hire, coach, and develop sales professionals and direct reports, fostering a culture of accountability, collaboration, adaptability, and high performance.Demonstrated ability to lead a customer-focused sales culture, driving measurable growth through coaching, accountability, disciplined execution, and taking ownership of performance outcomes, talent decisions, and risk management.Ability to analyze performance, identify strengths and opportunities, and execute action plans that enable the team to achieve business objectives.Exercise independent judgement and critical thinking skills to manage time, prioritize, and delegate tasks in a complex, fast-paced environment.Demonstrated success managing and coaching across affluent, high net worth, and business customer segments by identifying complex financial needs and building strong relationships with customers, internal partners, and community stakeholders.Ability to lead teams in influencing, educating, and connecting customers to technology, articulating the value of digital banking solutions to enhance customer experience.Knowledge of banking laws and regulations, including compliance controls, operational risk management, and loss prevention, with the ability to model and reinforce behaviors that protect customers, employees, and the company.

Job Expectations:

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 prior to or up until placement in a specific branch), depending on location.SAFE registration is required at the time of employment and Wells Fargo will initiate the process after your start date. Loan Originators must meet LO/CFPB requirements and comply with Wells Fargo policies, including standards related to financial responsibility, character, fitness, and criminal background. A credit report may be reviewed (credit score not included) and additional ongoing screening may apply.This position is not eligible for Visa sponsorship.]]> Read Less

Job DescriptionJob DescriptionWhy Wells Fargo:

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role:

Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com.  Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs.

In this role you will:

Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties:

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 for possible resolution though discretionary application of applicable resolution protocols

Escalate banking related issues or business risks that require an in-depth evaluation

Advise customers on various aspects of recommended and available financial options and services

Maintain deep knowledge and understanding of Wells Fargo’s banking, credit and investment financial solutions and services

Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals

Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations

Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals

Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially

Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances

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

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 SAFE. 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

Required Qualifications:

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

Desired Qualifications:

Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking 

Experience recommending financial services products and services 

Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration

State Insurance license(s)

3+ years of experience in a licensed financial services position

Customer service focus with experience handling complex transactions across multiple systems

Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Excellent verbal, written, and interpersonal communication skills

Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business

Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention

Ability to follow policies, procedures, and regulations

Ability to educate and connect customers to technology and share the value of self-service digital banking options

Experience using strong business acumen to provide financial services consultation to small business customers

Knowledge and understanding of financial services consumer lending products

Ability to interact with integrity and professionalism with customers and employees

High motivation with ability to successfully meet team objectives while maintaining individual performance

Experience mentoring and peer-coaching others

Job Expectations:

Ability to work a schedule that may include most Saturdays

Adherence to Wells Fargo sales practices risk management culture

Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required

For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement.  This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment

State Insurance license(s) are required for this role and must be completed within a specified period

Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance

Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position.   Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment.  Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (http://fedregistry.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position

 Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards.

A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary

This position is not eligible for Visa sponsorship

Posting Location:

111 Main St Southampton, NY 11968]]> Read Less