Personal Banker (safe) 2

Wells Fargo - OCALA, FL

Posted 859 days ago
  • Experience
    Entry level
  • Job function
  • Employment type
  • Industry
    Banking, Financial Services, Retail
  • Employer job ID
  • Job ID

This is a preview of the Personal Banker (safe) 2 job at Wells Fargo. To view the full job listing, join LinkedIn - its free!Join LinkedIn - its free!

About this job

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.
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 ( provides the MU4R questions and registration required for employment in this position.
How to Express Interest in This Job: Wells Fargo invites you to apply for this job at


Wells Fargo is an Affirmative Action and Equal Opportunity Employer M/F/D/V.
© 2012 Wells Fargo Bank, N.A. All rights reserved

About this company

Wells Fargo
Wells Fargo & Company (NYSE: WFC)is a diversified financial services company providing banking, insurance, investments, mortgage and consumer finance through more than 10,000 Wells Fargo and Wachovia stores, 12,000 Wells Fargo and Wachovia ATMs, the internet and other distribution channels across North America and internationally.

We're headquartered in San Francisco, but being decentralized, every local Wells Fargo store is a headquarters for satisfying all our customers' financial needs and helping them succeed financially.

Wells Fargo has $1.3 trillion in assets and 282,000 team members across our 80+ businesses. We ranked fourth in assets and second in market value of our stock among our peers as of June 30, 2009.

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