Fraud Prevention Rep
Details: Job Summary: The Fraud Prevention Representative is responsible for preventing or minimizing potential fraud losses on the Company website by verifying purchases, account holder identity and account transactions based upon models and metrics. Job Duties/Responsibilities: • Receives inbound calls from customers, the web center and internal business units • Makes outbound calls and sends email correspondence to verify customer purchases • Complies with all applicable laws, regulations, policies and procedures • Works orders appearing in the queues assigned specifically to the Fraud Prevention Representative • Carries out fraud counter measures designed and developed by Customer Direct policy and Loss Prevention Operations • Handles other high-risk orders transferred from other areas within the Company • Refers specific orders to Managers for approval as required • Identifies or reports fraud methods of operation and trends • Responds to information requests from the retail organization or web center • Works toward individual and team performance goals as defined by management • Performs all activities in a manner that will promote and preserve customer goodwill • Performs other duties as assigned
Summer Intern - Inbound Sales Specialist 1
Details: *** This is a temporary position that will begin at the end May of 2013 and work 40 hours per week through September 2013 ***•**Candidates must be available to work any shift Monday - Saturday between the hours of 8 a.m. and 10 p.m. ***Wells Fargo's Consumer Lending Group (CLG) is an industry leader in supporting homeowners and consumers. We put customers at the center of all that we do. We make every decision and design every product and service with our customers in mind. If it's not good for our customers, then it s not good for Wells Fargo.It starts with you. We must attract, develop, retain and motivate the most talented people those who care and who work together as partners across business units and functions. We believe everyone on our team is important and deserves respect for who they are and how they contribute to our success.The CLG team includes our home mortgage, home equity, consumer credit card, personal loans and lines, direct auto, dealer services and commercial auto, retail services and education financial services businesses.•Join the #2 Private student lender (Source: College Board)Our Education Financial Services (EFS) Team: Provides education financing options for students and their families. They also offer financial tools and tips to help students keep their finances on track while in school and prepare them financially for when they finish college.Responsible for handling incoming student loan applications and student loan status calls from customers using a documented process following a script, initiating outbound calls to customers in order to fulfill customer requests and business loan origination goals from point of application through final approval.Responsible for performing a variety of loan documentation/processing duties on moderately complex loans, using comprehensive knowledge of policies and procedures for loan products from point of application through to final approval.Functions include:• Processing; following policies while analyzing applications and documentation;• Completion of all required verifications, documentation and subsequent follow ups;• Provides an outstanding customer experience with the objective of assisting customers to help meet all of their financial needs
Marketing Communications Internship
Details: ABB (www.abb.com) is a leader in power and automation technologies that enable utility and industry customers to improve performance while lowering environmental impact. The ABB Group of companies operates in around 100 countries and employs about 145,000 people.ABB (www.abb.com) is a leader in power and automation technologies that enable utility and industry customers to improve their performance while lowering environmental impact. The ABB Group of companies operates in around 100 countries and employs about 117,000 people.Corporate Communications team is looking for energetic paid intern who can work a flexible schedule approximately 20-30 hours a week, who is able to work at least a summer or a semester's length of time. The internship may be extended upon completion.Specific Intern DutiesoHelp identify, plan, and implement new marketing campaign strategies for growing areas of the businessoCreate and edit content, including but not limited to press releases, intranet/internet articles, web content, event promotion materialoAid in pre/post event promotion planning for high level eventsoUtilize social media as a tool to promote and support company branding oOnline research oSupport the local communication team in various activities as assignedPreferred skills and relevant experienceoMarketing savvy, creativity and forward thinkingoSocial media/networking website user (Facebook, YouTube, Twitter, blogging, etc)oWritten and verbal communicationoResearch and competitive analysisoOrganization and attention to detailoFamiliar with Microsoft Office programsoGraphic design and basic HTML knowledge is helpful (not required)We are primarily looking for local students in the Triangle area. No relocation or living expenses will be provided for this position.Any level of college students will be considered. Majors which would best fit the internship include: Marketing, Public Relations, Communications, but we are open to others who may be interested in engineering, manufacturing and service industries.Proposed start date: June 3, 2013Job posting dates may be modified based on manager's discretion.
Entry Level Positions with DIRECTV ... Management Opportunity
Details: Hi Def Advertising, Inc. maintains a top notch portfolio of high end clientele along with some of the top industry leading companies in the country. Our track record of SUCCESS has resulted in the continued growth of our portfolio. We are currently working with partners like DIRECTV and Leading Retail Chains, and we are in need of new team members to help facilitate and manage some of our new campaigns!On a daily basis, we take the time to plan and develop real world BUSINESS SOLUTIONS for our clients. We GAME PLAN the best ways to reach consumers on a personal level. This extra planning gives our clients increased customer retention, IMPROVED service and product sales, and a never ceasing cycle of data they can use to create new and better services and products.
Accountant - Entry Level
Details: Classification: Accounting - Medical Compensation: $13.00 to $14.00 per hour A great long-term temporary opportunity in the Berkshire area. A growing local bank is looking to bring on a entry-level accountant to assist with policy exception and covenant tracking for audit preparation. They are looking for an entry level accountant that is highly detail orientated, has basic financial statement knowledge, and strong Excel skills. Also a banking background is a plus. If you are interested in this role please apply online at accountemps.com or call us at 413.734.7752!!
Chief Executive Officer - Centre, AL
Details: As a member of the Hospital's senior management team, the Chief Executive Officer (CEO) will participate in operational decision-making processes necessary for the successful attainment of the hospital's mission in addition to maintaining an awareness of changes in healthcare matters that could have an impact on the success of the hospital. The responsibilities of the Chief Executive Officer include, but are not limited to:- Overall operations of the acute-care facility • Working with system management to develop and implement policies and procedures, short- and long-range goals, objectives and plans. • Providing leadership to hospital managers, directors and officers that will enroll support, create ownership of goals, and encourage active participate in decisions that impact the hospital - Ensuring the hospital meets necessary regulatory and compliance approvals and quality accreditations in conjunction with the hospital's Chief Nursing Officer - Partnering with physicians who use, or will use, the hospital; taking a leadership role in the recruiting and retention of physicians • Assisting in planning new services that generate additional sources of profitable revenue • Creating an environment that will encourage the recruiting and retention of qualified hospital employees • Managing costs by continually seeking data that will identify opportunities and take action to eliminate non-value costs in conjunction with the hospital's Chief Financial Officer and Chief Nursing Officer • Developing and maintaining positive relations with community that the hospital is located as well as the community leaders • Analyzing areas in planning, promoting and conducting organization-wide performance improvement activities • Representing the hospital at meetings including medical staff, hospital board of director meetings as well as relevant community meetings; participates with leaders in designing and providing patient care and services • Participating in the hospital's monthly operation reviews as well as participating in corporate office meetings as deemed necessaryThe CEO Reports directly to CHS senior management and to the hospital's Board of Directors. The CEO will oversee multiple department heads including the hospital's Chief Financial Officer and Chief Nursing Officer.
Business Controls LeadID# 22155
Details: Location: Riverwoods (IL)Functional Area: BankingMin Pay Rate:: 0.00Max Pay Rate: 0.00Pay Type: HourResource Type: Full TimeJob Description:The Personal Loans organization is in need of a highly-motivated individual who will leverage his/her process insight and leadership skills to collaborate with business partners in field, HQ, Training Center of Excellence, Quality Control Team, and Business Technology to support DPL projects and operational efficiencies.Ensure that processes are adequately developed and supporting the execution of strategy. Also, identify processes that need to be defined, gaps in existing process, and improvements to existing processes. Drives process improvement through all tools available including procedures, system enhancements, training, scripting, etc. Strong written and oral communication skills will be essential to ensure successful implementation of such initiatives. This is an opportunity to be part of a fast-paced, innovative team and to participate in the growth of this new product. This position also offers an opportunity to be part of a team that has responsibility for and exposure to the full life-cycle of the Personal Loan product.Essential Functions 40%1. Maintain Strong Enterprise-Wide Risk Management, Internal Controls and Compliance Practices. a. Create and enhance processes across the DPL. b. Identify process improvements/enhancements to existing processes; verify policies and procedures are updated to reflect the improved processes. c. Perform process reviews of all areas of the DPL product (including Marketing, Underwriting, Servicing, Collections and Recoveries) and identify opportunities for process and control improvementsd. Liaison with the policy & procedure, Quality review team and training center of excellence to implement procedural changes e. Streamline the field’s manual process and provide management trackingf. Manage the development, implementation and relevance of the assigned processes in regards to work flow and compliance standardsg. Assist in coordination of Risk and Control Self Assessment process.h. Support business continuity plan for DPL.30%2. Fraud Prevention and Handlinga. Creating comprehensive fraud prevention approachb. Creating a back end process for dealing with fraud that had occurredc. Manage and investigate current fraud cases, coordination with Corporate Security and the fieldd. Department resource for fraud questions and concerns from the field and policy and procedure team30%3. Support implementation of the Servicing and Collection platforms to ensure proper processes are effectively controlled and designed.a. Provide input into the design of processes in the new system.b. Support efforts for each phase of the development process including review of requirements, review of user interface, and testing along the way.Skills Required:1. Highly motivated individual that is a self starter.2. Strong written and oral communication, interpersonal, and organizational skills.3. Professional, personal demeanor and customer service orientation essential.4. Ability to work in fast paced, demanding and rapidly changing environment.5. Impeccable level of discretion and professionalism in dealing with confidential information.6. Ability to independently identify, research, prioritizes, and troubleshoots issues.7. Rigorous attention to detail and keen problem-solving skills.8. Proficient in MS Word, Excel, Lotus Notes and Visio.9. Proven ability to lead teams and interact effectively with others.Skills Desired:Lean Six Sigma Experience a Plus
Mgr, Control Environment
Details: Location: Riverwoods (IL)Functional Area: BankingMin Pay Rate:: 0.00Max Pay Rate: 0.00Pay Type: YearResource Type: Full TimeJob Description:The Personal Loans organization is in need of a highly-motivated individual who will ensure our processes are in compliance with applicable laws and regulation. While also ensuring we follow Discover policies. They will leverage their process insight and leadership skills to collaborate with business partners in field, HQ, Legal, Compliance, Training Center of Excellence, Quality Control Team, and Business Technology to support DPL projects and operational efficiencies.Ensure that processes are adequately developed and supporting the execution of strategy. Also, identify processes that need to be defined, gaps in existing process, and improvements to existing processes. Drives process improvement through all tools available including procedures, system enhancements, training, scripting, etc. Strong written and oral communication skills will be essential to ensure successful implementation of such initiatives. This is an opportunity to be part of a fast-paced, innovative team and to participate in the growth of this new product. This position also offers an opportunity to be part of a team that has responsibility Maintain Strong Enterprise-Wide Risk Management, Internal Controls and Compliance Practices. a. Create and enhance processes across the DPL. b. Identify process improvements/enhancements to existing processes; verify policies and procedures are updated to reflect the improved processes. c. Perform process reviews of all areas of the DPL product (including Marketing, Underwriting, Servicing, Collections and Recoveries) and identify opportunities for process and control improvementsd. Liaison with the policy & procedure, Quality review team and training center of excellence to implement procedural changes e. Streamline the field’s manual process and provide management trackingf. Manage the development, implementation and relevance of the assigned processes in regards to work flow and compliance standardsg. Coordinate with the Control groups for the Risk and Control Self Assessment process for risk and control identification and testing.h. Support business continuity plan for DPL.i. Manage all DPL EOCA compliant investigations.Support implementation of the Servicing and Collection platforms to ensure proper processes are effectively controlled and designed.a. Provide input into the design of processes in the new system.b. Support efforts for each phase of the development process including review of requirements, review of user interface, and testing along the way.c. Support the regulatory compliance of the systems being implemented.Fraud Prevention and Handlinga. Manage team and business partners in creating comprehensive fraud prevention approachb. Manage team and coordinate with Corporate Security and Legal on handling of fraud claims.Manage the development of team members.Skills Required:- 5-7 years of Experience needed- Bachelor Degree required- Risk and control understanding and experience.- Highly motivated individual that is a self starter.- Strong written and oral communication, interpersonal, and organizational skills.- Professional, personal demeanor and customer service orientation essential.- Ability to work in fast paced, demanding and rapidly changing environment.- Impeccable level of discretion and professionalism in dealing with confidential information.- Ability to independently identify, research, prioritizes, and troubleshoots issues.- Rigorous attention to detail and keen problem-solving skills.- Proficient in MS Word, Excel, Lotus Notes and Visio.- Proven ability to lead teams and interact effectively with others.Skills Desired:Lean Six Sigma Experience would be a plus
Sr Loan Processor - Direct Hire - Large Mortgage Firm
Details: Sr. Loan ProcessorDirect HireLarge financial institution is hiring for a Sr. Loan Processor PositionsGREAT organization, benefit and salary package.For Immediate Consideration – Call 916.420.8067 or BEST WAY is to -> Email your resume to Job DescriptionMy client is an industry leader in supporting homeowners and consumers. They put customers at the center of all that we do. They make every decision--and design every product and service--with our customers in mind. The CLG team includes our home mortgage, home equity, consumer credit card, personal loans and lines, direct auto, dealer services and commercial auto, retail services and education financial services businesses. Join the #1 Mortgage originator and servicer (Source: Inside Mortgage Finance) This job is designated for use in Home Mortgage during periods when business conditions demand increased operational capacity. Responsible for performing a variety of loan documentation duties on complex loan packages to ensure compliance with Company policies and procedures for loan products. Functions include: -processing, closing and compliance for loan products -interpreting policies while analyzing applicant, property and documentation -ordering all required verifications, documentation and subsequent follow-ups -may provide guidance and training to other loan documentation team members. -May manage an assigned pipeline of loans and/or assign new loans to other loan team members. -May act as a liaison between lenders and legal department.Basic Qualifications4+ years experience in customer service, loan administration, collections, or sales environment. Minimum Qualifications- Mortgage experience, processing and/or closing conforming and non-conforming loan products, including data analysis and validation. - Demonstrated Customer Service Experience. - Ability to handle confidential material in a professional, highly ethical manner. - Excellent verbal and written communication skills. - Strong interpersonal skills to build and maintain professional relationships with clients, customers and co-workers. - Ability to perform tasks with limited supervision. - Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals. - Ability to prioritize and work independently. - PC and keyboarding skills, including experience with Windows operating systems. This position requires compliance with all mortgage regulatory requirements and -compliance policies related to these requirements including acceptable background check investigation results. Successful candidates must also meet ongoing regulatory requirements including additional screening and required reporting of certain incidents. Preferred Skills- Experience Jumbo Loans. - Experience working with the self-employed tax return analysis.
Personal Banker (safe) 1 - Sudley Road
Details: Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets.Come Join Us.As a Personal Banker, you will devote much of your day to building long term relationships with our customers in person and by phone. You will deepen the understanding of our customers financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community.Our Expectation of our Personal Bankers:Personal Bankers are expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank.Personal Bankers sell retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio. May handle cash transactions. May spend up to 30% of time completing service-related tasks.Every banker has their own scorecard with daily sales and referral goals. You will be rewarded for your success with bonus incentives beyond base salary. Our best Bankers constantly go the extra mile, finding ways to be helpful while still working quickly and efficiently. Bankers have the ability to resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.At Wells Fargo, we have an outstanding diverse team. We want people who pitch in and help others enhance their ability to educate our customers. We ll provide outstanding training, but it s up to you to learn our products and services. Personal Bankers will develop and improve their skills through regular feedback discussions with supervisors and learn skills which will help further their professional experience and improve their chance for even greater roles in the future.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.
Consumer Loan Underwriter 3
Details: Our competitive advantage: People. It all begins with outstanding talent.Our vision: Helping our customers succeed financially.Our product: Service for over 160 years.Our culture: "Wow!"In Wells Fargo's Consumer Lending Group (CLG), we've built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed.The CLG team includes our home mortgage, home equity, consumer credit card, personal loans and lines, direct auto, dealer services and commercial auto, retail services and education financial services businesses.Join the #1 Mortgage originator and servicer (Source: Inside Mortgage Finance).Our Mortgage Team: Supports the nation's leading originator and servicer of residential mortgages.Underwriters will be responsible for reviewing, analyzing, approving and underwriting large, unusual or complex individual consumer requests and products within company and industry guidelines.Dependent on division and complexity of underwriting, functions may include:• Reviewing financial statements, credit reports, and applicable ratios (i.e. Debt ratios, loan-to-value)• Evaluating• Examining transactions to ensure accuracy and completeness• Preparing formal reports for review• Ensuring that documents are consistent and uphold to company and industry guidelines• Implementing fraud detection techniques, performing compliance reviews• Assisting with re-negotiations of loans based on lending guidelines• Contacting customers and partners to gather information to make appropriate decisions, explain rationale behind credit decision• May provide work direction and/or training to lower level team members and provide performance feedback to supervisor/managerWe are continuing to build our industry-leading mortgage underwriting team! Take your career as far as your ambition and desire will carry you. Join our team today!
Cust Sales & Svc Rep - Retail - Courthouse Manassas
Details: Provides prompt quality customer service along with support to Bankers and store management. Performs wide range of services including document preparation, account servicing/maintenance (account reconciliation, address change, stop payments, account closings, transfers, notary, processing check orders), and problem resolution. Solicits new accounts and cross-sells products and services. May follow-up on Teller referrals and may have teller responsibilities. May spend up to 40% of time on sales and up to 40% time on cash transactions.
Personal Banker (safe) 1 - Eastgate Marketplace
Details: Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets.Come Join Us.As a Personal Banker, you will devote much of your day to building long term relationships with our customers in person and by phone. You will deepen the understanding of our customers financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community.Our Expectation of our Personal Bankers:Personal Bankers are expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank.Personal Bankers sell retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio. May handle cash transactions. May spend up to 30% of time completing service-related tasks.Every banker has their own scorecard with daily sales and referral goals. You will be rewarded for your success with bonus incentives beyond base salary. Our best Bankers constantly go the extra mile, finding ways to be helpful while still working quickly and efficiently. Bankers have the ability to resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.At Wells Fargo, we have an outstanding diverse team. We want people who pitch in and help others enhance their ability to educate our customers. We ll provide outstanding training, but it s up to you to learn our products and services. Personal Bankers will develop and improve their skills through regular feedback discussions with supervisors and learn skills which will help further their professional experience and improve their chance for even greater roles in the future.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.
Personal Banker (safe) 1 - Chantilly Crossing
Details: Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets.Come Join Us.As a Personal Banker, you will devote much of your day to building long term relationships with our customers in person and by phone. You will deepen the understanding of our customers financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community.Our Expectation of our Personal Bankers:Personal Bankers are expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank.Personal Bankers sell retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio. May handle cash transactions. May spend up to 30% of time completing service-related tasks.Every banker has their own scorecard with daily sales and referral goals. You will be rewarded for your success with bonus incentives beyond base salary. Our best Bankers constantly go the extra mile, finding ways to be helpful while still working quickly and efficiently. Bankers have the ability to resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.At Wells Fargo, we have an outstanding diverse team. We want people who pitch in and help others enhance their ability to educate our customers. We ll provide outstanding training, but it s up to you to learn our products and services. Personal Bankers will develop and improve their skills through regular feedback discussions with supervisors and learn skills which will help further their professional experience and improve their chance for even greater roles in the future.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.
Personal Banker (safe) 1
Details: Sells retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio. May handle cash transactions. May spend up to 30% of time completing service-related tasks. 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.
Phone Banker 1 -
Details: Our customers want YOU to help them find solutions to their financial needs. If you have the drive and passion for providing a WOW experience to customers in a sales environment, join Wells Fargo Phone Bank!A Phone Banker spends nearly 100% of his/her time on the phone answering questions for Wells Fargo customers. An excellent Phone Banker will be able to handle 100-120 calls per day while maintaining a high level of customer satisfaction. The working environment is fun and relaxed with a casual dress code but is also demanding and structured, and involves overcoming customers banking concerns which can include some escalated issues.Phone Bankers are expected to sell products and services and achieve aggressive sales goals which are measured daily. Our best Phone Bankers thrive on customer interaction and never miss an opportunity to enhance the customer's relationship with Wells Fargo by marketing new products and services. They always handle each customer with a friendly, courteous touch while following strict procedures for handling various types of inquiries.We provide our Phone Bankers with continuous coaching and development which not only enhances their ability to provide exemplary service and product solutions to our customers, but also enhances the Phone Bankers career growth. Our successful bankers demonstrate self motivation, a positive attitude, have the ability to work well on a team and have a solid work history. They also demonstrate strong listening, written and verbal communication skills. They are receptive to coaching and feedback, have the desire to meet/exceed goals and solve problems while working in a fast paced environment.Our Phone Bankers play a critical role in our customers lives; therefore, predictable and reliable attendance is an essential function of the position.We offer $12.38-$13.46 starting hourly wage plus quarterly incentive bonus pay based on sales performance. We offer more for highly qualified applicants.
Personal Banker (safe) 1 - Orange Hills
Details: "Our vision is to satisfy all our customers' financial needs, help them succeed financially, be known as one of America's great companies and the number-one financial services provider in each of our markets. Come Join Us.As a Personal Banker, you will devote much of your day to building long term relationships with our customers in person and by phone. You will deepen the understanding of our customers financial needs and provide suggestions. While most of the job is performed in the stores, Bankers reach out into the community by placing outbound phone calls to existing clients, visiting businesses, conducting educational seminars, and being active in the community.Our Expectation of our Personal Bankers:Personal Bankers are expected to exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank.Personal Bankers sell retail banking products and services to customers and prospects. Manages customer portfolio, services relationships and cross-sells all products and services. Provides broad base of financial and credit services with the goals of acquiring 100% of the customers' business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Uses profiling analysis tools to identify cross sell opportunities and makes outbound sales calls typically by phone to increase product per customer ratio. May handle cash transactions. May spend up to 30% of time completing service-related tasks.Every banker has their own scorecard with daily sales and referral goals. You will be rewarded for your success with bonus incentives beyond base salary. Our best Bankers constantly go the extra mile, finding ways to be helpful while still working quickly and efficiently. Bankers have the ability to resolve difficult customer situations effectively while delivering friendly customer service and ensuring the highest level of customer satisfaction.At Wells Fargo, we have an outstanding diverse team. We want people who pitch in and help others enhance their ability to educate our customers. We ll provide outstanding training, but it s up to you to learn our products and services. Personal Bankers will develop and improve their skills through regular feedback discussions with supervisors and learn skills which will help further their professional experience and improve their chance for even greater roles in the future."
