Jobs · Finance · Idaho

Associate Roving Personal Banker (SAFE)

Wells Fargo · Caldwell, ID · 1 wk ago
FinanceFull-time

About the role

Wells Fargo is seeking a Roving Banker Manager for its National Branch Network, part of the Consumer Banking and Lending division. Learn more about career areas and business divisions at wellsfargojobs.com. As a Roving Banker Manager, you are responsible for managing Roving Bankers within your assigned region. You will reinforce the behavior framework, support tools and other branch initiatives, and ensure critical staffing coverage for your assigned districts.

This position provides support for various branches within these districts, including High Desert. In this role, you will coach, develop, and influence the assigned Roving Banker team to execute on business strategies, achieve results, and drive growth of the business. This includes coaching bankers to engage customers, understand their needs, and build relationships to help customers succeed financially.

You will act as a partner to District Managers and branch managers, recognizing trends, gaps, and creating strategic solutions for regions. You will assess and leverage all National Branch Network reporting data in combination with observation to inform coaching and recommendations at region, district, and branch levels for improved performance.

To maximize banker success, you will ensure frequent opportunities for skill, knowledge, and acumen development related to the behavior framework and other topics introduced to the National Branch Network. You will manage and execute on resource allocation in alignment with strategic goals for optimal National Branch Network performance, including managing staffing requests and scheduling adjustments.

You will establish strong relationships and partnerships with branch management. This position requires up to 50% travel within the assigned geography. This role is not eligible for visa sponsorship.

Responsibilities

  • Coach, develop, and influence assigned Roving Banker team to execute on business strategies, achieve results, and drive growth of the business
  • Act as the partner to the District Managers and branch managers on trends, recognizing gaps and creating strategic solutions for regions
  • Assess and leverage all National Branch Network reporting data in combination with observation to inform coaching and recommendations at region, district, and branch levels for improved performance
  • Maximize banker success by ensuring frequent opportunity to further skill, knowledge and acumen of the behavior framework, and other topics as introduced to the National Branch Network
  • Manage and execute on resource allocation in alignment with strategic goals for optimal National Branch Network performance, to include but not limited to managing staffing requests and scheduling adjustments
  • Provide support structure across assigned National Branch Network region as needed
  • Establish strong relationship and partnerships with branch management

Requirements

  • 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, education
  • 2+ years of leadership experience

Desired Qualifications

  • Management experience including hiring, coaching, and developing direct reports
  • Ability to build and inspire a team where adaptability, collaboration, and accountability to performance are critical to success
  • Success at managing a remote workforce and navigating a matrixed environment
  • Experience allocating workforce within assigned district to ensure optimal branch coverage
  • Adaptable and flexible coaching style which takes into account the needs and learning styles of a diverse team
  • Understanding the behavior framework, the management cycle, and how it ties to business growth
  • Experience and knowledge in coaching across customer segments, including affluent, high net worth, and small business
  • Extensive experience in asking questions and identifying complex financial needs in order to provide relevant options to customers
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Ability to effectively manage time and competing priorities, exercise independent judgment, and use critical thinking skills
  • Experience leading implementation strategies on utilization of innovative branch banking tools and contact management systems
  • Knowledge and understanding of banking industry laws and regulations, compliance, controls, risk management and loss prevention

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