Sells retail banking products and services to customers and prospects. Manages customer relationships, 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 goals 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. May handle cash transactions. May spend up to 30% of time completing service related tasks. 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.
Basic Qualifications: 1+ year retail sales and/or customer service experience and Series 6, 63 (or 7, 63 or 7,66) and state life insurance.
Minimum Qualifications: 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.
Preferred Skills: Prefer candidate have 6 and 63 license. Some Saturdays will be required as needed from 8:30 am to 1:30 pm.
How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANT_NW/HRMS/c/HRS_HRAM.HRS_CE.GBL?Page=HRS_CE_HM_PRE&Action=A&SiteID=1&Opening=3713449.
WELLS FARGO IS AN AFFIRMATIVE ACTION AND EQUAL OPPORTUNITY EMPLOYER M/F/D/V.