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Wells Fargo

Diversified financial services: banking, lending, investments

Regional Coach

Corporate & Technical TrainingConfirmed live in the last 24 hours
Full-timeSan Jose, CA, USA

About the Job

Requirements

  • At least 5 years of business execution, implementation, or strategic planning experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Reliable transportation is required.
  • Ability to travel approximately 50–75% of the time.

Responsibilities

  • Coordinate logistics and facilitate pre-developed workshops in person and sometimes virtually, covering the Behavior Framework, Management Cycle, affluent and small business activities, partner products, and other priority topics.
  • Conduct branch visits to coach select new District Managers on the Behavior Framework, Management Cycle, affluent and small business priorities, and other focus areas.
  • Identify opportunities using workshop and branch observations and feedback, and align with Regional Executives and District Managers to implement actions that improve performance.
  • Serve as the lead resource on executing and leveraging the Behavior Framework, Management Cycle, affluent and basic small business activities, and partner referrals.
  • Support District Managers in facilitating District Manager-led Branch Manager meetings.
  • Serve as a consultant to Regional Executives and District Managers during performance evaluations of Branch Managers and other bankers.
  • Support customer- and employee-facing pilots and rollouts, collect feedback, and evaluate effectiveness as needed.

Desired Qualifications

  • Strong working knowledge of bank branch operations.
  • Understanding of the Behavior Framework and its role in improving branch performance.
  • Expert knowledge of the Behavior Framework, Management Cycle, and affluent activities, and how they drive improved customer experience and business growth.
  • Strong understanding of branch profit and loss and scorecard metrics, including the ability to identify improvement areas and use data to prioritize high-impact opportunities.
  • Ability to coach and influence across multiple levels, drive behavior change, support large-scale training initiatives, and guide prioritization and skill execution without direct authority.
  • Ability to explain rationale, demonstrate and coach behaviors, practice with employees, and guide effective execution to support development and success.
  • Written, verbal, and presentation skills, including dynamic and engaging workshop facilitation to build employee knowledge and skills.
  • Organizational and prioritization skills, including the ability to meet deadlines and perform under pressure.
  • Ability to manage multiple tasks and engage stakeholders while adapting to changing priorities.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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