Personal Banker Registered (safe) 1
Personal Banker Registered (safe) 1 - Tacoma Main
Sells retail banking products and services to customers and prospects. Manages customer relationships, profiling customers to determine their needs, then cross-selling appropriate products and services and/or referring customer to partners. Provides broad base of services, including deposit-based, credit, investment and fee-based products, with the goals of acquiring 100% of the customer's business. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Proactively makes outbound sales calls to inform customers about a wide variety of financial services solutions that will meet their needs and deepen the customer experience and relationship. May handle cash transactions. May spend up to 30% of time completing service related tasks. Basic Qualifications: 1+ year retail sales and/or customer service experience and Series 6, 63 (or 7, 63 or 7,66) and state life insurance. 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. Preferred Skills: Multilingual speakers are encouraged to apply, Available to work Saturdays Wells Fargo is an Affirmative Action and Equal Opportunity Employer M/F/D/V. © 2012 Wells Fargo Bank, N.A. All rights reserved