The job below is no longer available.
Business Banking Spec (SAFE)
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Rancho Santa Margarita, California |
About this job
Job Title:
Business Banking Spec (SAFE)
Job ID Number:
5118678
Schedule Type:
Reg-Time
Work Hours:
40
Location:
Rancho Santa Margarita,CA
Qualifications:
At Wells Fargo, our vision is to satisfy all our customers' financial needs and help them succeed financially. In this role, you will help us deliver on our vision and build lifelong relationships with our customers. You also will demonstrate leadership through contributing to a company culture that supports customers in achieving their financial goals, team members in developing their careers, and communities in continuing to thrive. As part of a team that serves one in three American households, you will play a vital role in living our commitment to the highest ethical standards and maintaining the valued trust of our customers and communities.
The Business Banking Specialist proactively grows and deepens relationships with existing small business customers as well as actively prospects for new Wells Fargo small business and retail customers. Business Banking Specialists work on earning all of the business of a small business owner, including their consumer and small business needs, while ensuring retention and exercising excellent customer service in all customer interactions. Business Banking Specialists are an active champion for small business and bring focus and attention to small business opportunities. The Business Banking Specialist's key accountabilities are to offer deposit, lending and other small business product solutions in order to serve as an expert in referring business packages and achieving profitability objectives that meet the customer's needs and financial goals. As needed, they provide product delivery and service support to retail customers. In addition, a Business Banking Specialist may reach out into the community by visiting businesses, making outbound calls to customers, and may conduct educational seminars in the community. 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.
2+ years business, retail sales, and customer service experience. 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. Direct experience effectively communicating both verbally and in writing with internal and external clients. Excellent verbal communications skills. Excellent written communications skills. Experience building relationships with others, such as clients, customers, and/or colleagues. Experience developing plans to manage workload, such as finding and pursuing sales opportunities and/or completing tasks efficiently. Experience meeting or exceeding sales goals. Experience using basic computer software such as Microsoft Office Suite, word processing software, spreadsheet software. Experience working independently without supervision. Experience working with others on a team to meet customer needs. Previous experience identifying additional opportunities to upsell products and services to customers. 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. Associate's or Bachelor's degree with business management or finance focus. Experience in generating new business. Experience working in local community, such as community service experience. Experience working with small business, such as local small businesses and/or family-owned businesses). In-depth understanding and Knowledge of bank business products and financial services. Previous experience working in a position that requires face to face or over the phone interaction with customers outside of the organization. Wells Fargo retail, business, and/or mortgage experience.
CA-Rancho Santa Margarita: 30622 Santa Margarita Pkwy - Rancho Santa Margarita, CA
Business Banking Spec (SAFE)
Job ID Number:
5118678
Schedule Type:
Reg-Time
Work Hours:
40
Location:
Rancho Santa Margarita,CA
Qualifications:
At Wells Fargo, our vision is to satisfy all our customers' financial needs and help them succeed financially. In this role, you will help us deliver on our vision and build lifelong relationships with our customers. You also will demonstrate leadership through contributing to a company culture that supports customers in achieving their financial goals, team members in developing their careers, and communities in continuing to thrive. As part of a team that serves one in three American households, you will play a vital role in living our commitment to the highest ethical standards and maintaining the valued trust of our customers and communities.
The Business Banking Specialist proactively grows and deepens relationships with existing small business customers as well as actively prospects for new Wells Fargo small business and retail customers. Business Banking Specialists work on earning all of the business of a small business owner, including their consumer and small business needs, while ensuring retention and exercising excellent customer service in all customer interactions. Business Banking Specialists are an active champion for small business and bring focus and attention to small business opportunities. The Business Banking Specialist's key accountabilities are to offer deposit, lending and other small business product solutions in order to serve as an expert in referring business packages and achieving profitability objectives that meet the customer's needs and financial goals. As needed, they provide product delivery and service support to retail customers. In addition, a Business Banking Specialist may reach out into the community by visiting businesses, making outbound calls to customers, and may conduct educational seminars in the community. 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.
2+ years business, retail sales, and customer service experience. 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. Direct experience effectively communicating both verbally and in writing with internal and external clients. Excellent verbal communications skills. Excellent written communications skills. Experience building relationships with others, such as clients, customers, and/or colleagues. Experience developing plans to manage workload, such as finding and pursuing sales opportunities and/or completing tasks efficiently. Experience meeting or exceeding sales goals. Experience using basic computer software such as Microsoft Office Suite, word processing software, spreadsheet software. Experience working independently without supervision. Experience working with others on a team to meet customer needs. Previous experience identifying additional opportunities to upsell products and services to customers. 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. Associate's or Bachelor's degree with business management or finance focus. Experience in generating new business. Experience working in local community, such as community service experience. Experience working with small business, such as local small businesses and/or family-owned businesses). In-depth understanding and Knowledge of bank business products and financial services. Previous experience working in a position that requires face to face or over the phone interaction with customers outside of the organization. Wells Fargo retail, business, and/or mortgage experience.
CA-Rancho Santa Margarita: 30622 Santa Margarita Pkwy - Rancho Santa Margarita, CA
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