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.
2+ year retail sales and/or customer service experience and Series 6, 63 (or 7, 63 or 7,66) and state life insurance.
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. 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.
This position is for the MIddletown Store, Monday through Saturday, some call nights, 40 hours.
Wells Fargo - 13 months ago
Wells Fargo & Company is a financial holding company and a bank holding company. It is a diversified financial services company. It...