Productive banking and client services in the financial industry.
o Branch Manager 2 (Current Employee), Ashburn, VA – February 17, 2014
Pros: make my own schedule
Cons: short and sometimes no breaks. more than 55 hours a week at times
A typical day in this role starts with a strong team morning huddle beginning with recognition. After recognition we'll go through deliverables for the day including scheduling, sales commitments, service commitments, and month to date performance. Throughout the day it's a lot of client relationship building and helping all who walk through our door – more... become financially successful. Enthusiasm and passion for cleint relationship building customer service is a must to be successful in this role.
In this role I perfected my cleint services and relationship building skills. This role also helped solidify my time management, business analysis, and leadership skills. I learned how to lead and push a team to perform like never before. I learned how to inspire and motivate a once low performing team member and lead by example.
My manager and higher ups are phenomenal. They lead by example and don't micro manage as long as you hit your numbers in sales, service, and operations. Employee retention is a major focus at Wells Fargo. Quarterly review's are a must and monthly one-on-one's are essential to keep all team members engaged.
The hardest part of my job is beggining the month slow. It's never easy to dig out of a deficit. Planning each day and executing effectively will always lead to success. – less
Loss Mitigation Specialist (Former Employee), Largo, Maryland – July 16, 2014
● Processed Conventional, FHA, VA and Commercial mortgage loans. ● Carried out all duties inherent to processing such as Automated Underwriting, ordering Verifications of Employment/Rent/Deposit, ordering title work, reviewing appraisals. ● Visited Title Insurance web sites to properly assess up-front title insurance & premiums. ● Calculated and verify – more... DTI and LTV ratios. ● Ensured timely, judicious and accurate processing of mortgages. ● Originated loans. – less
Personal Banker (Former Employee), Wyoming – July 15, 2014
Pros: vacation, benefits
Cons: micro management
I feel like Wells Fargo makes their employees sound like Robots. They like to micro manage everything you say and do with a customer. They forget our customers are 1 of a kind and have different needs and want to talk to a person not a robot. I hope they keep with the idea that small town customers have different needs and customer service ideas then – more... city customers. The vacation time and benefits are fantastic. I also like to see management be more trained. If you are a manager i feel like you should have fully been trained in all positions under you. This helps them manage their team better and the team will respect them much more. Practice what you preach! goals were rediculous to reach in a small town. They had unrealistic goals for sure. – less
Bank Teller (Current Employee), Clearwater, Fl – July 15, 2014
My typical day working as a Teller would be working with Customers' Money, and Making sure that I have handled their financial needs in the appropriate manner.. I have learned that there are many different types of people in this world, but I treat them all as an equal. My branch has a new manager that is very difficult to work for. My co-workers are – more... all like Family to me. The hardest part of my job is not being able to help a Customer that needs Money that I can not provide for them if their account does not have sufficient funds available. The most enjoyable part of my job is Balancing at the end of every day. – less
Inbound Sales Specialist (Personal Banker) (Former Employee), Bethlehem, PA – July 15, 2014
This job was just like being a personal banker but on the phone. I assessed customer's needs after making sure their initial request from customer service was taken care of; then I would review personal information. After that I would see what services or loan options were best for them to successfully solve any banking needs to hopefully make their – more... financial life easier. Sales was a large focus of this job so meeting sales and call center goals and exceeding them was essential. – less
Responsible for assisting Loan Brokers/Account Executives and Escrow/Title with questions involving docs.
Call Center - Negotiator (Former Employee), Irvine, CA – July 15, 2014
Responsible for assisting Loan Brokers/Account Executives and Escrow/Title with questions involving docs. Manage multiple priorities in a fast paced environment. Provide great customer service. Draw legal recordable loan documents to be sent out and signed by the customer. Willingness to work overtime during peak business flow (occurs at month-end). – more... Train new Closers. – less