Personal Banker Reg (safe) 2
Wells Fargo - Yorktown Heights, NY

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The Personal Banker Registered (SAFE) 2 builds long-term relationships with existing and new Wells Fargo high value customers ensuring retention and exercising excellent customer 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 financial goals. In addition, Personal Banker Registered (SAFE) 2s may reach out into the comm. unity 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 Registered (SAFE) 2 develops and maintains strong relationships with Wells Fargo partners to maximize customer solutions. Personal Banker Registered (SAFE) 2s have an additional focus to assist customers with investment solutions. This starts with the profiling process and extends to investments, retirement, insurance, and WellsTrade solutions. Personal Banker Registered (SAFE) 2s engage their Financial Advisor partners to help deliver the right solutions for customers to succeed financially. Please Note: To apply for this position, update your contact information (email and phone number) and upload your resume.
About this company
9,699 reviews
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...