Personal Banker Reg (SAFE) 1 Ovat

Job Title:
Personal Banker Reg (SAFE) 1 - OvatJob ID Number:
5089305Schedule Type:
Reg-TimeWork Hours:
The Personal Banker Registered (SAFE) 1 builds long-term relationships with existing and new Wells Fargo retail and/or small business customers ensuring retention and providing excellent service in all customer interactions.
The banker's key responsibility is to identify and recommend suitable solutions, cross-sell retail/small business products and services, and initiate partner referrals that meet the customer's needs and their financial goals.
Personal Banker Registered (SAFE) 1s may reach out into the community by visiting businesses, making outbound calls to customers, and conduct educational seminars in the community.
Personal Banker Registered (SAFE) 1s have an additional focus to assist customers with investment solutions.
This starts with the profiling process and extends to investments, retirement, insurance, and WellsTrade solutions.
Personal Banker Registered (SAFE) 1s engage their Financial Advisor partners to help deliver the right solutions for customers to succeed financially.
This position requires compliance with the S.
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.
registration at the time of employment.
The Nationwide Mortgage Licensing System (NMLS) web site (mortgage.
org) provides the MU4R questions and registration required for employment in this position.

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