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US KY LOUISVILLE |
Regional Banking Associate - Wells Fargo Advisors |
Wells Fargo | 7/8 | |
| Details: Note: Applicants must currently reside in the regional territory to be considered for the opportunity.Wells Fargo Advisors headquartered in St. Louis, MO offers a nationwide network of full-service retail brokerage offices, e-commerce and discount brokerage services, and fully-disclosed clearing services. The WFA Banking Services Group leads the firm's efforts to equip its Financial Advisors (FAs) to leverage more extensively the capabilities of Wells Fargo Bank. Partners directly with FAs to drive increased cross-sell of consumer lending, deposits and other bank products. Reports to a Regional Team Lead, with a dotted-line reporting relationship with Wells Fargo Advisors (WFA) local management.Essential Duties and Responsibilities: Assists FAs in profiling clients within their existing book of business for potential cross-sell opportunities. Responds to identified client needs, analyzes the situation and identifies potential solutions from the lending affiliate's product offerings. Collaborates with partners across the firm including RBC Team Leads, Branch Managers, Productivity Consultants and Internal Sales desk, along with the lending affiliate partners, to increase the number of participating advisors while growing the velocity of activity for active FAs. Works with FAs in their markets to implement consumer lending, deposit and other bank products sales strategies for maintaining and further penetrating existing client relationships and to develop a liability management process in their asset management practice to ensure the needs of our clients are met and that client satisfaction levels are met or exceeded. Measured by the ability to achieve daily activities and referral goals using a consultative sales approach. Through knowledge of our platform structure, responsible to direct deals to the appropriate dedicated platform. Uses a business plan to leverage WFA and other bank tools and systems to manage and work leads, contacts and daily sales activities towards daily, quarterly and annual goals. Acts as a resource to FAs, Sales Assistants and Branch Managers in regards to consumer lending, deposits and other bank products. | ||||
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US KY Prestonsburg |
Commercial Lender - Banking |
$40,000 - $50,000/Year | 7/7 | |
| Details: Our client, a leading regional bank in Floyd and Pike Counties Kentucky seeks a Commercial Lender for its banking business to develop and manage commercial loan relationships which meet established lending requirements and which provide maximum profitability to the bank with a minimum of risk. The Commercial Lender acts as the principal account manager for new and existing clients. The Commercial Lender is responsible for sales, credit analysis, proper loan structuring, client interviewing and perceptive character judgement. | ||||
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