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Personal Banker Reg (SAFE) 2 The

Job Title:
Personal Banker Reg (SAFE) 2 - TheJob ID Number:
5098096Schedule Type:
Reg-TimeWork Hours:
40Location:
Lady Lake,FLQualifications:
The Personal Banker Registered (SAFE) 2 builds long-term relationships with existing and new Wells Fargo high value customers ensuring retention and exercising excellent customer service in all customer interactions.
The banker's key responsibility is to identify and offer packaged product solutions, proactively suggest product solutions and services, and initiate partner referrals that meet the customer's needs and financial goals.
In addition, Personal Banker Registered (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 Registered (SAFE) 2 develops and maintains strong relationships with Wells Fargo partners to maximize customer solutions.
Personal Banker Registered (SAFE) 2s have an additional focus to assist customers with investment solutions.
This starts with assessing the client's needs and recommending investments, retirement, insurance, and WellsTrade solutions.
Personal Banker Registered (SAFE) 2s engage their Financial Advisor partners to help deliver the right solutions for customers to succeed financially.
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 meeting or exceeding sales goals with respect to products and/or services.
1+ years experience selling products and/or services.
1+ years financial lending experience.
2+ years in the financial industry .
Required securities and insurance licenses for State Life Insurance, Series 6, Series 63 OR State Life Insurance, Series 7, Series 63.
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.
Please Note:
To apply for this position, update your contact information (email and phone number) and upload your resume.
Normal work schedules typically fall between 7AM - 6PM including Saturdays between 8AM - 3PM.
Schedules may change based on store needs.
Please Note:
Training is full-time Monday-Friday and full-time attendance during that time span is mandatory.
No exceptions.
Please Note:
Based on the volume of applications received, this job posting may be removed prior to the indicated close date.
If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo.
Additional experience assessing and meeting the needs of customers and/or solving customer problems.
Additional experience in the financial industry.
Additional experience interacting with people or customers.
Additional experience making work-related outbound phone calls.
Additional experience meeting or exceeding performance goals with respect to products and/or services.
Additional experience meeting or exceeding performance goals with respect to offering, presenting, or providing products and/or services.
Additional financial lending experience.
FL-Lady Lake:
13707 N Us Highway 441 - Lady Lake, FL

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