Job Description
About this role:
Wells Fargo is seeking a Sales Enablement Associate to join our Platform Coaching and Support team within Wealth and Investment Management (WIM). The Sales Enablement Associate will provide consultative service to the Financial Advisor and field support staff on their platform tools through inbound calls.
In this role, you will:
Required Qualifications:
26 Apr 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo is seeking a Sales Enablement Associate to join our Platform Coaching and Support team within Wealth and Investment Management (WIM). The Sales Enablement Associate will provide consultative service to the Financial Advisor and field support staff on their platform tools through inbound calls.
In this role, you will:
- Provide quality, consultative service to the field regarding Financial Advisor (FA) and Digital Platform tools and applications such as SmartStation, Advisor Gateway, eSign, Envision® and eMoney®
- Provide training and assistance to employees and business partners through inbound call support
- Participate in all required training and remain current on all application releases and updates
- Assist as needed with all WIM Client Relationship Group initiatives and deliverables
- Review basic or tactical issues, policies, or procedures for which answers can be quickly obtained related to lower risk deliverables with narrow impact
- Analyze performance trends, identify developmental needs and provide coaching techniques and recommendations to improve sales performance
- Receive direction from manager and exercise judgement within defined parameters while developing an understanding of function, policies, procedures and compliance requirements
- Provide information to managers, functional colleagues and stakeholders, including internal as well as external customers if applicable
Required Qualifications:
- 6+ months of Sales Enablement experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Excellent organizational, multi-tasking, and prioritizing skills
- Excellent verbal, written, and interpersonal communication skills
- Excellent problem-solving skills
- Ability to manage multiple and competing priorities
- Ability to work in a fast-paced action-oriented environment
- Intermediate Microsoft Office skills
- Experience resolving and working through escalated and complex customer issues
- Good analytical skills with high attention to detail and accuracy
- Financial services industry experience
- Call center customer service experience in the financial services industry
- Position Hours: Monday - Friday (as early as 8am and as late as 6pm)
- This position is not eligible for Visa sponsorship
- 1 N Jefferson Ave - St. Louis, Missouri
26 Apr 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
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