Personal Banker (safe) 2
Manages a premier/excellent household customer portfolio and proactively cross-sells additional products through referrals and outbound calling with the goal of acquiring 100% of the customers' financial services business. Special emphasis is placed on providing customers with personal financial counseling and lending service. Gains new customers through outbound calls (in-person and Telephone) and partner referrals. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Annual certification may be required. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
2+ years retail sales and/or customer service experience.
Financial services sales experience. Proven ability to meet sales goals. Previous experience in outbound calling and assessing customer needs. Demonstrated use of PC skills; excellent communications skills. Demonstrated ability to mentor and peer coach others. Ability to work a schedule that includes working weekends and some holidays. This position requires S.A.F.E. registration at the time of employment. The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
Saturday work schedule required.
Wells Fargo - 18 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...