Financial Services Representative

7 days ago


Prattville, Alabama, United States WELLS FARGO BANK Full time
About Us

At Wells Fargo Bank, we believe in building strong relationships with our customers and colleagues. We are a leading financial services company that provides a wide range of banking, investment, and mortgage products to individuals, businesses, and institutions.

Job Summary

We are seeking an experienced Financial Services Representative to join our team in Montgomery, AL. As a key member of our branch team, you will provide exceptional customer service, build long-term relationships, and help customers achieve their financial goals.

About the Role

The Financial Services Representative is responsible for:

  • Providing personalized financial solutions to customers, including deposit, loan, and investment products;
  • Buidling relationships with customers through proactive outreach and engagement;
  • Assisting customers with basic requests related to account opening, service requests, and credit applications;
  • Working closely with internal partners to ensure seamless delivery of services;
  • Meeting or exceeding sales targets and performance metrics.
Requirements

To be successful in this role, you will need:

  • 6+ months of experience in a customer-facing role, preferably in a financial services setting;
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues;
  • A strong understanding of financial products and services, including deposit, loan, and investment options;
  • Ability to work in a fast-paced environment, meeting sales targets and performance metrics;
  • Familiarity with technology, including mobile banking and digital platforms.
Benefits

As a Wells Fargo employee, you can expect:

  • A competitive salary, ranging from $45,000 to $60,000 per year, depending on experience and qualifications;
  • Ongoing training and development opportunities to enhance your skills and knowledge;
  • A comprehensive benefits package, including health insurance, retirement plans, and paid time off;
  • Opportunities for career growth and advancement within the company.


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