Productive banking and client services in the financial industry.
o Branch Manager 2 (Current Employee), Ashburn, VA – February 17, 2014
Pros: make my own schedule
Cons: short and sometimes no breaks. more than 55 hours a week at times
A typical day in this role starts with a strong team morning huddle beginning with recognition. After recognition we'll go through deliverables for the day including scheduling, sales commitments, service commitments, and month to date performance. Throughout the day it's a lot of client relationship building and helping all who walk through our door – more... become financially successful. Enthusiasm and passion for cleint relationship building customer service is a must to be successful in this role.
In this role I perfected my cleint services and relationship building skills. This role also helped solidify my time management, business analysis, and leadership skills. I learned how to lead and push a team to perform like never before. I learned how to inspire and motivate a once low performing team member and lead by example.
My manager and higher ups are phenomenal. They lead by example and don't micro manage as long as you hit your numbers in sales, service, and operations. Employee retention is a major focus at Wells Fargo. Quarterly review's are a must and monthly one-on-one's are essential to keep all team members engaged.
The hardest part of my job is beggining the month slow. It's never easy to dig out of a deficit. Planning each day and executing effectively will always lead to success. – less
PERSONAL BANKER (Current Employee), Grand Junction, CO – December 19, 2014
sell sell sell. the customer is second to numbers. They are driven by getting product to clients regardless of need as long as they make their bonus sales numbers. Every morning is a hammer session unless you produced accounts that the customer may/may not need
corporate job security with continuous growth and exposure opportunities
Creative Edge Public Relations (Current Employee), Beverly Hills, CA – December 19, 2014
Pros: job stability, great exposure
Cons: growth limitations
Working for Wells Fargo was a great experience. I learned how to adapt and be successful in an ever-changing work environment that presents new challenges daily. Fortunately, I have built amazing relationships with managers as well as peers which makes the job that much more enjoyable. In this role, I have developed exception project management skills – more... which I have found to be extremely useful in both professional and personal aspects of my life. – less
Very large presence in the valley can move to any department
Loan Administration Manager II (Current Employee), Pheonix, AZ – December 18, 2014
Pros: good pay and benefits
Cons: very demanding and can burn out
very large presence in the valley, lay offs are very common, changing departments is very common. employees move around departments on a regular basis, it's not always easy to have seasoned employees with all the movement.
I love working with people, but only when you have the answers or help getting the answers when needed.
Customer Care Specialist (Former Employee), Salt Lake City, UT – December 18, 2014
Pros: free work out room, hice work area, great parking, ability to help community.
Cons: poor training, lackluster attitude from management.
My experience was poor at best, I liked what I did but I felt that they didn't live up to he help they promised and left us with out answers for there customers. Working area was nice and the over all facility was very nice.
Personal Banker (Current Employee), Cape Coral, FL – December 18, 2014
Pros: good experience
Cons: everything else.
Great place to start as a banker. They teach you how to be aggressive, and competitive in sales, makes it easier to get a job at another bank. Pay out SUCKS, you work your a** off for a very minimal quarterly payout. its on a level system so if you hit there bronze level in something, and you continue selling,you won't get payed out for what you sell.
. typical work day - would include intensive pipeline management; escalating tasks, multi-tasking efficiently. . what I have learned - the respect for sales and sales associates and how much you interact with third party vendors as communication is key . management - I have been fortunate enough to work under the best manager I have ever been employed – more... by at Wells Fargo Home Mortgage . co-workers - teamwork is crucial and sharing and embracing the wealth of knowledge . the hardest part of the job - being displaced I feel like I'm losing a limb, I have the utmost passion for my job as an LDS5 processor. . the most enjoyable part of the job - ultimately receiving outstanding loyalty scores from our customers which is done by submitting exceptional loans to our underwriters and closers. – less
Teller (Current Employee), Gaithersburg, MD – December 17, 2014
Cons: extreme focus around sales and overcoming objections from customers
Managers definitely let the pressure of sales get to them. As a teller your job should be to refer products and have a personal banker close the deal. If for whatever reason the customer declines the product they expect you to present another product until the customer gets either overwhelmed and decides to sit with a banker or gets extremely upset – more... and makes a scene. – less
Teller (Former Employee), Oakdale, CA – December 17, 2014
Pros: good pay, steady hours throughout the year, lots of team building
Cons: managers have to push employees to sell more, stress from low sales
As a teller your main job is to perform monetary transactions with good accuracy while searching for new products and accounts for costumers. It's a very sales driven atmosphere and the managers will get on your case a bit for low numbers. Performance is tracked through a quarter system and sales bonuses were given based on performance through the entire – more... quarter. Low numbers can get you written up and/or fired but managers are helpful and want you to succeed. – less
Fast pace, rewarding and encouraging environment with amazing professional mentors.
Teller/Lead Teller/Private Client Associate (Former Employee), Las Vegas, NV – December 17, 2014
Pros: healthcare, 401k, pto
Cons: market crash 08, wachovia merger
While at Wells Fargo Private Bank I would always start my day by going over balance sheets and overdraft reports. I would then have a morning meeting with the heads of Private Banking and go about my tasks. Once at the Private Banking level all staff there worked under minimal supervision because it was understood that to be there you knew what you – more... were doing, what was expected and you were expected to deliver. With my time at Wells I went from being a Teller at an in-store retail branch to working at the Howard Hughes Tower in Private Banking for the Wealth Management Group. I learned everything from the basics of retail banking to the fundamentals plus of Investments and Trust Allocation in my time at Wells. I was exposed to every division of the Wealth Management Group and for that I am eternally thankful. Wells was a company that believed in supporting it's employees and celebrating them as well. I developed wonderful mentor relationships with my management staff. The hard part of the position though would have to be at times getting a last minute call from a client who wants to complete a transaction and they do not understand nor do they want to hear the word NO. At that level of banking and Investments you are dealing with high net worth clients and NO is NOT an option, so having to make those high pressure moments work was sometimes difficult but once you did it was beyond rewarding. – less
Daily routine as a lending manager/loan administration manager
LOAN ADMINISTRATION MANAGER 2/LENDING MANAGER 1 (Former Employee), Fort mill South Carolina – December 17, 2014
Pros: didnot promote team recognition
Cons: job stability
reviewed previous and daily reports to for underwriters. Made outbound calls and received inbound calls from customers daily. research and made corrections on errors made by the rep. Had daily huddles with team members to go over previous stats, acknowledged top producers. perform daily one on ones with employees.
Licensed Personal Banker (Current Employee), Concord, NC – December 16, 2014
Provides full-service banking to high value clients and manages a portfolio of account relationships while coaching bankers on skill development and processes. Provides consultative conversations addressing complex financial needs to the affluent market segmentation. Partners with Specialists to create customize financial plans including Insurance, – more... Mortgage and Retirement planning. Active Licenses; Series 7, 63, 26, Life and Health – less
Personal Banker (Former Employee), Glenolden, PA – December 16, 2014
Pros: hours were excellent
Open accounts, maintain accounts daily, replace debit cards, call clients and sell them upgrades on their accounts, work with the tellers to open new accounts and upgrade account holders with a higher account balance