Forward Hire Associate Branch Manager- Coastal Orange County

at  Wells Fargo

Costa Mesa, California, USA -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate28 May, 2024Not Specified01 Mar, 20241 year(s) or aboveAccountability,Benefits Management,Finance,Training,Thinking Skills,Military Recruiting,Regulations,Operations,Collaboration,Coaching,Technology,Communication Skills,Loss Prevention,Evaluations,Instructions,Customer ServiceNoNo
Required Visa Status:
CitizenGC
US CitizenStudent Visa
H1BCPT
OPTH4 Spouse of H1B
GC Green Card
Employment Type:
Full TimePart Time
PermanentIndependent - 1099
Contract – W2C2H Independent
C2H W2Contract – Corp 2 Corp
Contract to Hire – Corp 2 Corp

Description:

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

Required Qualifications:

  • 2+ years of Finance or Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ years of Leadership experienc

Desired Qualifications:

  • 4+ years of finance or banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience
  • Leadership experience including coaching, training, developing and building a high performing team
  • Experience building and maintaining effective relationships with customers and internal partners
  • Extensive experience in asking questions and identifying complex financial needs in order to provide recommendations on products and services to customers
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to effectively network and represent Wells Fargo within the community
  • Self-motivated with a high level of initiative and accountability
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Ability to interact with integrity and professionalism with customer and team members
  • Customer service, operations, or financial service management experience within a high volume, fast paced and constantly changing environment
  • Ability to effectively manage time and competing priorities, exercise independent judgment, and use critical thinking skills
  • Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking options
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Knowledge and understanding of laws and regulations pertaining to the banking industry
  • Knowledge and understanding of compliance controls, risk management and loss prevention
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Experience in coaching and influencing management, as well as experience with the affluent or high net worth customer segment
  • Adaptable and flexible coaching style which takes into account the needs and learning styles of a diverse team
  • Experience making work-related outbound phone call

Responsibilities:

Wells Fargo is seeking a Forward Hire Associate Branch Manager (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. You will be a trailblazer in this new endeavor for Wells Fargo. This is a highly visible, critical role with a great career path. The Associate Branch Manager forward hire is designed to provide a consistent and positive customer and employee experience across a specific geography. Throughout your time as a Forward Hire Associate Branch Manager, you will increase the depth and breadth of your experience leading and managing teams across a variety of branch locations within the geography.
As an Associate Branch Manager forward hire, you will have the opportunity for development and hands-on-training while supporting multiple branch locations in the district. Based on business needs and as opportunities arise within the geography, the Forward Hire Associate Branch Manager (SAFE) employee will transition to either Associate Branch Manager or Branch Manager (SAFE) within the geography.

In this role you will:

  • Be flexible and adaptable to changing priorities, deadlines and new surroundings while meeting customer’s needs.
  • Execute Influence Management. You’ll lead, manage and develop a team of indirect reports in overseeing risks, ensuring exceptional customer service, and related transactional tasks and processes to ensure timely completion, quality, and compliance in retail banking
  • Identify opportunities for making retail banking easier for customers through education and demonstration of available digital options
  • Introduce customers to partners that support their required needs
  • Make decisions and resolve issues regarding customer and team experience, risks, and growth of the retail banking team to meet regional banking business objectives
  • Execute policies and procedures in alignment with applicable regulations, as well as audit and escalation procedures
  • Collaborate and consult with peers and retail banking colleagues and leaders
  • Serve as a role model to deliver an exceptional customer experience and focus on building relationships
  • Engage customers to understand their financial needs, and work proactively to help customers succeed financially
  • Manage allocation of people and financial resources for Regional Banking
  • 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 S.A.F.E. 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:

  • 2+ years of Finance or Banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ years of Leadership experience

Desired Qualifications:

  • 4+ years of finance or banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 2+ years of leadership experience
  • Leadership experience including coaching, training, developing and building a high performing team
  • Experience building and maintaining effective relationships with customers and internal partners
  • Extensive experience in asking questions and identifying complex financial needs in order to provide recommendations on products and services to customers
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to effectively network and represent Wells Fargo within the community
  • Self-motivated with a high level of initiative and accountability
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
  • Ability to interact with integrity and professionalism with customer and team members
  • Customer service, operations, or financial service management experience within a high volume, fast paced and constantly changing environment
  • Ability to effectively manage time and competing priorities, exercise independent judgment, and use critical thinking skills
  • Ability to lead a team to influence, educate, and connect customers to technology and share the value of digital banking options
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Knowledge and understanding of laws and regulations pertaining to the banking industry
  • Knowledge and understanding of compliance controls, risk management and loss prevention
  • Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting
  • Experience in coaching and influencing management, as well as experience with the affluent or high net worth customer segment
  • Adaptable and flexible coaching style which takes into account the needs and learning styles of a diverse team
  • Experience making work-related outbound phone calls

Job Expectations:

  • This position may potentially rove between branches in a specific geography to provide leadership support for locations where a branch manager is out of the office or to temporarily cover vacancies, until you are assigned to a branch.
  • In this role, the Forward Hire Associate Branch Manager will be expected to commute to the assigned location(s) for the duration of the branch assignment (reimbursement for mileage and/or public transportation is provided).
  • Ability to work weekends and holidays as needed or scheduled
  • 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


REQUIREMENT SUMMARY

Min:1.0Max:4.0 year(s)

Banking/Mortgage

Banking / Insurance

BFSI

Graduate

Proficient

1

Costa Mesa, CA, USA