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:

Working in an organization that is technologically advanced, creative, and innovative is critical in your assessment of hiring companies. Less important to you are stability of the organization, the length of time an organization has been in business, and the business' plans for the future. You prefer a fast-moving company that will take risks to achieve its goals and objectives. The length of time the company has been in business is irrelevant. Maintaining status quo is unnecessary. You thrive on change, uncertainty and the upside of potential business risks, especially those associated with innovation. Stability for the long haul is not nearly as important as is working in an atmosphere that is charged with a sense of urgency and constant change.

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: