Personal Banker (safe) 2

Company: Wells Fargo ( Learn More )

General Information

Location:	US-PA-READING
Base Pay:	N/A
Req'd Education:	Not Specified
Employee Type:	Full-Time
Req'd Experience:	Not Specified
Req'd Travel:	Not Specified
Manages Others:	False
Relocation Covered:	False

Job Description Manages a premier/excellent household customer portfolio and proactively cross-sells additional products through referrals and outbound calling with the goal of acquiring 100% of the customers' financial services business. Special emphasis is placed on providing customers with personal financial counseling and lending service. Gains new customers through outbound calls (in-person and Telephone) and partner referrals. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Annual certification may be required. 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.

Job Requirements* Basic Qualifications:
2+ years retail sales and/or customer service experience.

* 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. Demonstrated ability to mentor and peer coach others. 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.

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