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
Customer Service Representative (Current Employee), San Bernardino, CA – August 15, 2014
Responsibilities: Provide customer service via telephone to mortgage holders; research and collect payments and fees; educate customers on loan payments, taxes, and insurance; solve customer problems; complete tax research; work with many tax collecting agencies; assist customers in succeeding financially by cross selling equity products, cash out refinances – more... and other bank products. In addition step into a supervisor role and perform extensive research for escalated issues, in which I would contact the customer and provide resolutions. – less
Customer Service Representative (Current Employee), Dublin Ca. – August 15, 2014
Pros: very good team, great customers
Cons: the culture of the bank and high sales goals
A typical day at work for me would be coming in the morning assuring everything was in place for the day. Making sure customers were getting the service they needed. Making sure that managers were all on the same page about everything, and communicating with team members. Making sure papers were filed correctly and calls were being directed to the correct – more... person. Team members call me the quarter back of our branch. – less
Credit Manager (Former Employee), San Ramon Ca – August 15, 2014
Pros: good people
Cons: terrible leads, no outside marketing/cold calling
Come in make calls to same customers from internal "leads" system. Talk to the same 150-200 customers every month. Your Co-workers are also calling the same "leads" so your customers get to talk to everyone in the branch monthly. Go to Lunch. Maybe close a loan or do a credit card app. Go home. Really need to bring back the ability for credit managers – more... to market outside of the "leads" provided. – less
Personal Banker (Former Employee), Phoenix, AZ – August 14, 2014
Pros: free lunches on fridays and spliffs on sales
Work flow depends on day of the week. Manage customer portfolio, service relationships and cross-sells all products and services. Reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community. Build long term relationships with our customers in – more... person and by phone. co workers easy to work with and team players. Hardest part of job is pre planning two weeks in advance appointment log. – less
Mortgage Consultant (Former Employee), San Diego, CA – August 14, 2014
Pros: consistent paycheck
Cons: every other aspect!
I was doing great in the beginning... When the mortgage rates dropped to the lowest point, everything just went crazy... Processors who normally have 30 files now had over 100. Upper management basically told us to just tough it out. That obviously wasn't the answer because most of our office left for a different company. They also didn't pay me any – more... overtime. Office life was wild... most unprofessional office ever. Someone punched a hole through the bathroom door, and someone else decided to show off a very personal "toy"... There was also baseball being played in the office a few times which was very distracting. – less
Lead Teller (Former Employee), Arlington, VA – August 14, 2014
Wells Fargo pays very well but works you like if your not human and only care about sales. They do not care at all about the customer or team members. All they care about is sales and are very racial when it comes to getting a promotion and Human Resources does nothing when you call to let them know about an incident someone made you feel uncomfortable – more... in even if it was racial. – less
Phone Banker (Current Employee), Lubbock, Texas – August 14, 2014
Cons: great benefits
Management expects more and more out of employees but no incentive. Ianagers cannot do my job if when asked to. I like my co workers. Answering phones all day and being on the phone all day is mentally stressful.
Service Manager (Former Employee), Mountain View, CA – August 14, 2014
This company has lots of drive to advance, always. Although this company has received many customer service/ satisfaction awards, they're always trying to increase those skills. Their aspiration for better customer service always, sets them apart from the rest. I learned to work as a TEAM, always with a sports minded way of learning, developing, and – more... managing. I was part of the management team and played along side my team of employees, getting my hands dirty, too. The hardest part of the job was the sales. When I was a banker, the sales was all that was pushed in our heads. Thankfully, with a new district manager, she didn't push sales as much, but by that time, I was in management. Her thought process was "if you have the best customer service, the sales will come.." I'd say the most enjoyable part of the job was working as a team. Even up to the district manager and regional president; they talked to us like people, not like our superiors. – less
Bank Teller (Current Employee), Alhambra, CA – August 14, 2014
I meet a new customer everyday and a new obstacle falls upon my work load everyday. Every customer has different needs, us providing service to these customers really proves our skills and effort to go out of our way, to go above and beyond to make sure our customers and clients received an enjoyable experience and is satisfied with our service.
Lead Customer Service Representative (Current Employee), Houston – August 14, 2014
Stressful work environment. Sales driven to the point where the bank lacks in customer service. High turn around rate at many of the branches due to the lack of respect and value for team members depending on their position.