Job Title:
5093536Schedule Type:
Reg-TimeWork Hours:
The ACS Sales Coach Consultant Registered is responsible for driving the success of Wells Fargo's Affluent Customer Strategy (ACS).
Success with the strategy is defined as attaining asset, referral, revenue, cross sell and customer satisfaction goals for the Regional Bank Private Banker (RBPB) job family.
Success also includes building a strong regional partnership program between Community Banking and Wealth Management, as well as other key partner businesses such as Business Banking, Home Mortgage (and Private Mortgage Banking) and Wells Fargo Insurance.
The ACS Sales Coach Consultant Registered is responsible for coaching a team of RBPBs.
RBPBs will have a dotted management line to ACS Sales Coach Consultant - Registered If not licensed at time of application, candidate must acquire all required license certifications within 180 days of job offer.
Key areas of focus for the ACS Sales Coach Consultant Registered role:
The majority of the ACS Sales Coach Consultant Registered time should be spent on direct coaching of one or more bankers as well as coordination of RBPB coaching with managers and Community Bank leadership.
ACS Sales Coach Consultant Registered should spend limited time on administrative and conference call activities and efficiently allocate time to cover multiple locations both in-person and remotely.
Coach a team of RBPBs to increase revenue, improve profitability, provide high-quality customer service, and grow cross-sell Develop strong working relationship through regularly scheduled in-person one-on-one meetings with assigned RBPBs.
Conduct joint client meetings, pre/post call planning, pipeline reviews, etc.
Partner closely with Store Managers to regularly review performance, partnership activities, Quarterly Business plans, assess the sales performance, effectiveness and metrics of individual RBPBs and quarterly performance review of Performance Planning & Review.
Conduct regular team meetings with key partners and serve as the subject matter experts on affluent segment tools and resources as part of the RBPB ongoing learning and development Facilitate partnerships with Wealth Management, Business Banking, Private Mortgage and Home Mortgage and other key business partners Coordinate regularly with Store Managers (SM), District Managers (DM), Area Presidents (AP), and Wealth partners to maintain focus on the Affluent Customer Segment Meet on a regular basis with DMs and APs to review RBPB group performance and partnership opportunities Provide input to SMs and DMs to identify potential RBPB bankers from among the Licensed Banker ranks Support the career development process by identifying high-potential RBPBs and identify opportunities for them to explore options Coordinate and partner with ACS Learning and Development to recommend and/or establish training for RBPBs on key activities relating to their roles (including loan and deposit acquisition, customer needs assessments, and referrals) Oversee at a managerial level training provided to Licensed Bankers Drive best practice sharing and elevate segment awareness through education Develop plans and support execution to have RBPBs act as coach and mentor within their store.
This is intended to help elevate the professionalism of the LBs and Personal Bankers on their team.
The ACS Sales Coach Consultant Registered will work closely with their Regional Affluent Sales Leader to share regional insights and ensure knowledge of and alignment with National ACS program developments.
5+ years of sales coaching or sales management experience within the financial services industry.
Series 7 and 63 licenses required to participate in securities brokerage activities.
Series 7 and 63 licenses must be obtained within 180 days of job offer.
Proven track record for developing and leading successful sales teams Demonstrated successful leadership experience, such as community bank or wealth management line management experience.
Prior coaching and training experience, including Sales and Service Leadership.
Understanding of the retail banking environment and affluent client markets Skilled at matrix management and the ability to build strategy from data Strong influencing and relationship skills Critical thinking skills that result in innovative problem solving and decision making Excellent written and verbal communication skills Time management, organizational and prioritization skills Proven ability to work independently Ability to manage team members in multiple locations Ability to travel minimum of 50% of the time

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