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Branch Operations Manager | Santa Cruz

Job in Santa Cruz, Santa Cruz County, California, 95061, USA
Listing for: Wells Fargo
Full Time position
Listed on 2026-09-18
Job specializations:
  • Finance & Banking
    Regulatory Compliance Specialist, Banking & Finance, Risk Manager/Analyst
  • Management
    Regulatory Compliance Specialist, Banking & Finance, Risk Manager/Analyst
Job Description & How to Apply Below

Branch Operations Associate Manager (LO)

Wells Fargo is seeking a Branch Operations Associate Manager (LO) for our National Branch Network as part of the Consumer Banking and Lending division. In this role you will:

  • Lead and supervise risk and the operations of teller functions to deliver exceptional customer service and colleague experience, and ensure timely completion, quality, and compliance in teller functions
  • Provide feedback and present ideas for improving customer service and colleague experience, and related performance management process and tools
  • Perform operational and customer support tasks
  • Provide excellent customer service, engage customers in conversations, and build relationships with them
  • Manage the schedule and the daily operations of the teller line
  • Make decisions and resolve issues related to daily operations of the teller line, under direction of regional banking management
  • Leverage interpretation of applicable regulations, policy and procedure requirements, and audit and escalation procedures
  • Support customers and employees in resolving or escalating concerns or complaints
  • Collaborate and consult with branch employees, colleagues, and mid-level managers
  • Interact directly with customers
  • Coach, motivate, and develop a diverse team of direct reports to achieve full potential and meet established business objectives
  • Manage allocation of people and financial resources for branch operations
  • Mentor and guide talent development of direct reports and assist in hiring talent
  • This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of experience assessing and meeting the needs of customers or helping with issue resolution, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ years of Leadership experience

Desired

Qualifications:

  • Leadership skills including the ability to build, develop, and motivate a diverse work team
  • Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues
  • Customer service, operations, or financial services management experience within a high volume, fast-paced and constantly changing environment
  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees
  • Knowledge and understanding of laws and regulations pertaining to the banking industry
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Ability to work effectively under pressure, meet deadlines, exercise independent judgment, and use critical thinking skills
  • 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
  • Cash handling experience

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo…
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