Business Execution Consultant supporting infrastructure functions within Wells Fargo's Wealth & Investment Management division. Involves execution support and collaboration with branch leadership and governance partners.
About the role
- Client Relationship Consultant building strong relationships with customers via multiple engagement channels. Responsible for assessing banking needs and recommending financial solutions for U.S. Bank.
Responsibilities
- Build relationships with customers via multiple channels including in-person, by appointment, and virtually
- Assess and attend to customers’ banking needs
- Obtain and process customer and account information
- Demonstrate and educate clients on available deposit and loan products and services
- Recommend solutions based on each customer’s unique goals and needs
- Originate and close consumer loans
- Open accounts and conduct branch operations
Requirements
- High school diploma or equivalent
- 1 to 5 years of customer service experience
- 1 to 5 years of sales experience
- Basic knowledge of retail product philosophy, policy, procedures, documentation and systems
- Proven customer service and interpersonal skills
- Experience in the financial services industry preferred
- Strong verbal and written communication skills
- Strong mathematical, problem-solving, and negotiation skills
Benefits
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
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