PERSONAL BANKER (SAFE) 2
Job Title:
PERSONAL BANKER (SAFE) 2Job ID Number:
5086273Schedule Type:
Reg-TimeWork Hours:
40Location:
Merritt Island,FL
Qualifications:
The Personal Banker (SAFE) 2 builds long-term relationships with existing and new Wells Fargo high value customers, ensures retention, and provides excellent 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 their financial goals.
In addition, Personal Banker (SAFE) 2s may reach out into the community 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 (SAFE) 2 develops and maintains strong relationships with Wells Fargo partners to maximize customer solutions.
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
years experience assessing and meeting the needs of customers and/or solving customer problems.
1
years experience interacting with people or customers.
1
years experience making work-related outbound phone calls.
1
years experience selling products and/or services.
1
years financial lending experience.
2
years experience in the financial industry.
2
years experience meeting or exceeding sales goals with respect to products and/or services.
Persons in this position must meet the Consumer Financial Protection Bureau loan originator qualification requirements and must comply with Wells Fargo policies related to these requirements.
The loan originator qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards.
Successful candidates must also meet ongoing regulatory requirements including additional screening.
Ability to speak clearly, succinctly, and accurately using a pleasant tone while using common conversational courtesies.
Experience achieving individual and team goals.
Experience identifying additional opportunities to sell products and services to customers ( upselling ).
Experience interacting positively with difficult or hostile customers.
Experience mentoring and peer-coaching others.
Experience using basic computer software such as Microsoft Office Suite, word processing software, spreadsheet software.
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.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
PERSONAL BANKER (SAFE) 2Job ID Number:
5086273Schedule Type:
Reg-TimeWork Hours:
40Location:
Merritt Island,FL
Qualifications:
The Personal Banker (SAFE) 2 builds long-term relationships with existing and new Wells Fargo high value customers, ensures retention, and provides excellent 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 their financial goals.
In addition, Personal Banker (SAFE) 2s may reach out into the community 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 (SAFE) 2 develops and maintains strong relationships with Wells Fargo partners to maximize customer solutions.
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
years experience assessing and meeting the needs of customers and/or solving customer problems.
1
years experience interacting with people or customers.
1
years experience making work-related outbound phone calls.
1
years experience selling products and/or services.
1
years financial lending experience.
2
years experience in the financial industry.
2
years experience meeting or exceeding sales goals with respect to products and/or services.
Persons in this position must meet the Consumer Financial Protection Bureau loan originator qualification requirements and must comply with Wells Fargo policies related to these requirements.
The loan originator qualification requirements include meeting applicable financial responsibility, character, credit fitness and criminal background standards.
Successful candidates must also meet ongoing regulatory requirements including additional screening.
Ability to speak clearly, succinctly, and accurately using a pleasant tone while using common conversational courtesies.
Experience achieving individual and team goals.
Experience identifying additional opportunities to sell products and services to customers ( upselling ).
Experience interacting positively with difficult or hostile customers.
Experience mentoring and peer-coaching others.
Experience using basic computer software such as Microsoft Office Suite, word processing software, spreadsheet software.
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.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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