Reneé Capri McDonald

Branch Banking Regional Coach, VP @Wells Fargo

San Diego, CA, US

Deliver Workshops•Coordinate logistics and facilitate pre-developed workshop content in person (and at times virtually), to support skill, knowledge, and execution of the Behavior Framework, Management Cycle, affluent activities, small business, partner products, and other priority topics (e.g, transformation of operating model in branches).•Topics will be determined according to local business opportunity and/or national focus as directed by NBN leadership.Coach Select DMs•Conduct branch visits to coach the behavior framework, management cycle, and affluent activities with select DMs (i.e. new DMs identified by Region Executives) to support their understanding and execution of the behavior framework, management cycle, affluent priorities, small business priorities, and other focus areas.Support Branch leadership in identifying opportunities and providing feedback•Identify opportunities and align with Regional Executives and District Managers, leveraging workshop/branch observations and feedback to implement simple actions to boost success.•Lead resource in how to effectively execute and leverage behavior framework, management cycle, affluent, basic small business activities, and referrals to other partner products.•Support district managers in facilitation of District Manager-led Branch Manager meetings.•Consulted by Regionals and District Managers on performance evaluations for Branch Managers and other bankers.•Support customer and employee-facing pilots and rollouts as needed, including gathering feedback and learning what works/what doesn’t.

San Diego State University

Bachelor of Business Administration (BBA)