Details: Manages a premier/excellent household customer portfolio and proactively cross-sells additional products through referrals and outbound calling with the goal of acquiring 100% of the customers' financial services business. Special emphasis is placed on providing customers with personal financial counseling and lending service. Gains new customers through outbound calls (in-person and Telephone) and partner referrals. Develops and maintains relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards. Annual certification may be required. This position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results.
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