Personal Banker Reg (safe) 2
Manages a premier/excellent household customer portfolio. Profiling customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to partners. Provides broad base of services, including deposit-based, credit, investment and fee-based products, with the goal of acquiring 100% of the customer s business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Proactively makes outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship. 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.
1+ years experience assessing and meeting the needs of customers and/or solving customer problems. 1+ years experience interacting with people or customers. 1+ years experience making work-related outbound phone calls. 1+ years experience meeting or exceeding sales goals with respect to products and/or services. 1+ years experience selling products and/or services. 1+ years financial lending experience. 2+ years in the financial industry . Required securities and insurance licenses for State Life Insurance, Series 6, Series 63 OR State Life Insurance, Series 7, Series 63. Effective January 1, 2014, persons in this position must meet the Consumer Financial Protection Bureau loan originator qualification requirements and must comply with Wells Fargo policies related to these requirements. The loan originator qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements including additional screening.
Ability to speak clearly, succinctly, and accurately using a pleasant tone while using common conversational courtesies. Experience achieving individual and team goals. Experience identifying additional opportunities to sell products and services to customers ( upselling ). Experience interacting positively with difficult or hostile customers. Experience mentoring and peer-coaching others. Experience using basic computer software such as Microsoft Office Suite, word processing software, spreadsheet software. 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.
Please Note: To apply for this position, update your contact information (email and phone number) and upload your resume.
Additional experience assessing and meeting the needs of customers and/or solving customer problems. Additional experience in the financial industry. Additional experience interacting with people or customers. Additional experience making work-related outbound phone calls. Additional experience meeting or exceeding sales goals with respect to products and/or services. Additional experience selling products and/or services. Additional financial lending experience.
Wells Fargo - 9 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...