Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume prior to submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as 'Personal Cell' or 'Cellular' in the contact information of your application.
At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We're looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where you'll feel valued and inspired to contribute your unique skills and experience.
Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.
Consumer Banking is an industry leader in supporting homeowners and consumers, in addition to operating one of the most extensive banking franchises in the country. We serve mass market, affluent, and small business customers; as well as provide home and personal lending. Our focus is on delivering an exceptional experience for our customers through financial advice and guidance coupled with providing the products and services that will help them realize their financial hopes and dreams. We've built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed.
Identifies, acquires, and grows new relationships with business customers who have annual gross sales of up to $5MM. Creates opportunities and partners with Regional Business Relationship Managers to discuss appropriate business products and services and onboard customers. Increases Wells Fargo relevance to customers and positions Wells Fargo Business Banking and product partners for new business opportunities through consistent marketing efforts and delivery of value added ideas. Partners with market leadership to develop strategies and to lead marketing efforts in a defined territory. Assists with processes including identification of new customers and customer acquisition prioritization, initial customer contact and follow up strategies, identification of products and services to meet customer's needs, proposal development, and overall management of new customer acquisition including onboarding.
This position will partner with Regional Business Relationship managers and other partners to ensure a smooth customer transition which consists of acquiring and onboard customers to the appropriate business relationship channel for ongoing management. Identifies additional product opportunities by developing partnerships with regional managers and product partners to deliver the full complement of Wells Fargo products and services. Represents Wells Fargo at community events. Prospective customers will be primarily self-sourced or come from external referral sources, including Centers of Influence. May also work with other partners such as retail branches, Private Bank, Wealth Management, Wholesale, and other bank partners to obtain additional opportunities to meet the customer's needs. The majority of time (70%+) will be spent engaging in outbound activities outside of the office. Responsible for all phases of the customer service and sales life cycle including lead generation, utilization of relevant systems, following applicable policies, leveraging product knowledge, assessing credit worthiness of prospects, and facilitating communication between the Regional Business Relationship team and customer.
2+ years of business experience
Experience prospecting, offering products and services, and referring
Excellent verbal, written, and interpersonal communication skills
Experience building and maintaining relationships with prospects, referral sources, and colleagues
Excellent customer service skills
A BS/BA degree or higher
Extensive knowledge and understanding of financial services business
Strong networking ability with business partners
Intermediate Microsoft Office skills
Ability to be proactive, innovative and creative in meeting customer and enterprise needs
Ability to deliver dynamic presentations to business clients
A BS/BA degree or higher in business or management
2+ years of business-to-business sales experience
2+ years of commercial credit experience
2+ years of direct sourcing and prospecting new clients experience
2+ years of new business development experience
Experience building partnerships and consulting effectively with leadership
Experience sourcing small business clientele
Knowledge and understanding of financial services industry
Knowledge and understanding of outbound calling and assessing customer needs
Knowledge and understanding of outside sales in a consultative Business-to-Business environment
Experience building relationships with referral partners and community organizations within diverse communities
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary.
Ability to travel 50% of the time
Ability to travel up to 70% of the time
The salary range displayed below is based on a Full-time 40 hour a week schedule.
NC-Charlotte: Min: $49,300 Mid: $68,500
NC-Charlotte: 8505 Ibm Drive - Charlotte, NC
All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.
Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.
Internal Number: 5546966
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through 7,400 locations, more than 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 32 countries and territories to support customers who conduct business in the global economy. With approximately 260,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 29 on Fortune’s 2019 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.
www.wellsfargo.com | Twitter: @WellsFargo