2025-04-15

Job Description:

At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity, and inclusion in a workplace where everyone feels valued and inspired.

[the_ad id=”29344″]

Job Responsibilities:

• Participate in building relationships with customers and spend time understanding required needs
• Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers’ needs
• Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
• Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
• Provide information to internal partners and external sources to further enhance the customer experience
• Open and service accounts within authorized limits, and creating plans for follow-up and scheduled contacts with customers
• Present recommendations for resolving inquiries and service requests regarding customers’ accounts
• Partners with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs

Job Requirements:

• Customer service focus with experience handling complex transactions across multiple systems
• State Life Insurance license(s)
• Knowledge and understanding of book of business
• 1+ year of Assessing and Meeting the needs of Customers or helping with Issue Resolution experience, demonstrated through work or military experience
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
• 1+ year of Building and Maintaining effective relationships with Customers and Partners experience
• Ability to make client calls and actively participate in the sales development process
• Knowledge and understanding of retail compliance controls, risk management, and loss prevention
• Ability to be proactive, innovative and creative in meeting customer and enterprise needs
• 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, and/or education
• Successfully completed Financial Industry Regulatory Authority FINRA Series 6 or 7 and Series 63 or 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Job Details:

Company: Wells Fargo

Vacancy Type: Full Time

Job Location: Reno, NV, US

Application Deadline: N/A

[the_ad id=’29345′]

Apply Here

Vacanciesspot.com