Experiences at Wells Fargo
Private Banker (Former Employee) – Austin, TX – April 24, 2016
A typical day at work involved cold calling clients that never had the guidance of a personal banker. We also assisted any clients with large sums of assets while maintaining the friendliness and professionalism. Always being available to assist. I took loan application for all types of loans ranging from personal loans, auto loans, boat loans, Home Mortgages, Home Equity Loans etc. I would also work with internal partners for Insurance opportunities, Identity Theft products, Investment opportunities. My co-workers were all very close; we were all in the same role for many years; we were practically family. The toughest part of my role there was dealing with upset clients; how would I overcome adversity. In time these things became easier to me; almost second nature. The easiest way.. just do more listening and less talking.