Personal Banker (safe) 2
Wells Fargo - Kannapolis, NC

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The Personal Banker (SAFE) 2 builds long-term relationships with existing and new Wells Fargo high value customers, ensures retention, and provides excellent service in all customer interactions. The banker s key responsibility is to identify and offer packaged product solutions, proactively cross-sell product solutions and services, and initiate partner referrals that meet the customer s needs and their financial goals. In addition, Personal Banker (SAFE) 2s may reach out into the community by visiting businesses, make outbound calls to customers, and conduct educational seminars in the community. Special emphasis is placed on providing customers with personal financial reviews and lending service.

The Personal Banker (SAFE) 2 develops and maintains strong relationships with Wells Fargo partners to maximize customer solutions. 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.

Wells Fargo - 9 months ago - save job - copy to clipboard
About this company
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Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...