Personal Banker (safe) 1
211 W MAIN ST - BOZEMAN, MT
Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets. Come Join Us.
As a Personal Banker, you will devote much of your day to building long term relationships with our customers in person and by phone. You will deepen the understanding of our customers financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community.
Our Expectation of our Personal Bankers:
Personal Bankers are expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank.
Personal Bankers sell retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio. May handle cash transactions. May spend up to 30% of time completing service-related tasks.
Every banker has their own scorecard with daily sales and referral goals. You will be rewarded for your success with bonus incentives beyond base salary. Our best Bankers constantly go the extra mile, finding ways to be helpful while still working quickly and efficiently. Bankers have the ability to resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.
At Wells Fargo, we have an outstanding diverse team. We want people who pitch in and help others enhance their ability to educate our customers. Well provide outstanding training, but it s up to you to learn our products and services. Personal Bankers will develop and improve their skills through regular feedback discussions with supervisors and learn skills which will help further their professional experience and improve their chance for even greater roles in the future.
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+ year experience selling products and services and 1+ year interacting with people or customers.
Demonstrated ability to achieve individual goals. Demonstrated skill in use of computers. Positive approach in interactions with customers and team members. Reliable attendance; excellent communication skills. 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.
Personal Banker Preferred Skills
Previous experience in retail sales or the financial industry, Previous experience meeting customer satisfaction goals, Multilingual speakers are encouraged to apply
Wells Fargo - 12 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...