Wells Fargo Work Values

Daily Duties at Wells Fargo:

Provided full-service banking to high value affluent customers and oversees a portfolio of packaged-product accounts • Consulted & Identified full balance sheet cross-sell opportunities through customer needs profiling • Actively followed up with clients to ensure accounts are maintained efficiently • Effectively partnered and acted as a liaison to financial advisors to provide clients insight on various banking products and opportunities • Built a network of internal and external sources and resources to further enhance the customer experience and meet customer's needs through effective profiling and referrals from bankers and financial advisors • Proactively informed clients of changing market conditions in order to properly manage relationships with clients • Developed and implemented various strategies with bankers and financial advisors to drive revenue • Possessed expertise in credit cards, residential mortgages, home equity lines, and investment products • Supported several banking centers in the district to promote private bank services and capabilities • Consistently achieved all sales and referral quarterly goals while maintaining the highest sales integrity

What they like about Wells Fargo:

You highly value a work environment built on a formal structure, rules, and regulations. You do not enjoy the unpredictability of shifting priorities and deadlines that upset your routine. You require and enjoy direction, input and accountability as part of your work environment. You have a strong need to participate in making key decisions and feel left out if your superiors or co-workers do not seek your input when making decisions. You thrive on providing good customer service to both internal or external customers, and doing so makes you feel good.

Tags

effective partner, sales professional, superior customer service, relationship management, quick learner, easy going, positive "can-do" attitude, quota achiever, relentless work ethic, great listener, follows though and keep promises, social media fanatic

Skills

P&L responsibilities, Technology Solutions, Sales Support, Software Implementation, Requirements Analysis & Specification, Leadership , Team Player, Model Employee, Excellent Partner, Relentless Work Ethic, Customer Service Guru

These are some of the questions we asked our climbers about their experiences with Wells Fargo: