Wells Fargo Regional Banking Manager 1 in Charlotte, North Carolina

The Regional Banking Managers (RBMs) are responsible for:

Collaborating across Wells Fargo Advisors and Wells Fargo Bank N.A .to serve our clients on all of their lending and banking needs.

Business development around key products and services that include securities backed lending, residential real estate, HNW lending, business banking, commercial lending.

Coordinating, guiding and supporting a team of Regional Banking Directors who support the Field Leadership and Financial Advisors (FA’s) in their assigned territory.

Team responsible for building product awareness and educating our field leadership and financial advisors so they can serve the needs of our clients

Building, maintaining, and leveraging Wells Fargo partnerships across territory such as Home Mortgage Consultants and Private Bankers to name a few

Developing strong working relationships with Regional Presidents, Market Managers, Branch Managers, and Financial Advisors.

Developing and maintaining a deep working knowledge of the WFA Banking platform, Advisory product suite, Investing Planning tool (Envision) and desktop productivity tools.

Developing and implementing an annual business strategy

Maximizing opportunities to help clients through customizing activities to meet the needs of each region.

Partnering with FAs to resolve issues and questions that arise

Participating in group meetings and conference calls

Leading and executing on lending and banking activities at the regional and market/complex level, as well as, managing travel and expenses effectively across your team

This position is a player-coach role. This manager will also have a territory to cover as an individual contributor.

This position covers Atlanta, Charlotte, Raleigh, Richmond, Norfolk, and surrounding areas. Applicants must currently reside near the specific locations listed on the requisition or be willing to relocate with limited or no financial assistance in order to be considered.

Required Qualifications:

  • 6+ years of financial services experience

  • 2+ years of leadership experience

  • Successfully completed FINRA Series 7 exam to qualify for immediate registration (or FINRA recognized equivalents)

Desired Qualifications:

  • 5+ years of brokerage industry experience

  • 5+ years of business development experience

  • Excellent verbal, written, and interpersonal communication skills

  • Advanced Microsoft Office (Word, Excel, Outlook and PowerPoint) skills

  • Ability to execute in a fast paced, high demand, environment while balancing multiple priorities

  • Good analytical skills with high attention to detail and accuracy

  • Knowledge and understanding of financial planning: tools and advisory services

  • Knowledge and understanding of financial services consumer lending products

  • Ability to create and deliver dynamic presentations

  • Experience training and coaching customer-facing team members

  • Experience partnering with full-service financial advisors and branch managers on alternative products and service solutions

  • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

  • Ability to travel up to 75% of the time

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. 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.

Job Expectations:

  • Registration for FINRA Series 63 (or 66) must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.

  • Ability to travel up to 75% of the time

  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition state registration, specific product licenses or SAFE licensing may apply. 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.

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANTNW/HRMS/c/HRSHRAM.HRSAPPSCHJOB.GBL?Page=HRSAPPJBPST&FOCUS=Applicant&SiteId=1&JobOpeningId=5343927&PostingSeq=1.

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.