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Personal Banker (SAFE) 2
•30 days ago
| Hours | Full-time, Part-time |
|---|---|
| Location | Sunny Isles Beach, Florida |
About this job
Job Title:
Personal Banker (SAFE) 2
Job ID Number:
5121766
Schedule Type:
Reg-Time
Work Hours:
40
Location:
Sunny Isles Beach,FL
Qualifications:
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.
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 selling products and/or services. 1+ years financial lending experience. 2+ years experience in the financial industry . 2+ years experience meeting or exceeding sales goals with respect to products and/or services. 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. FL-Sunny Isles Beach: 17780 Collins Ave - Sunny Isles Beach, FL
Personal Banker (SAFE) 2
Job ID Number:
5121766
Schedule Type:
Reg-Time
Work Hours:
40
Location:
Sunny Isles Beach,FL
Qualifications:
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.
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 selling products and/or services. 1+ years financial lending experience. 2+ years experience in the financial industry . 2+ years experience meeting or exceeding sales goals with respect to products and/or services. 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. FL-Sunny Isles Beach: 17780 Collins Ave - Sunny Isles Beach, FL
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