About Company
At Wells Fargo, we are committed to providing our customers with outstanding financial services and empowering them to achieve their financial goals. As one of the nation’s leading financial services companies, we offer a comprehensive range of banking, investment, mortgage, and consumer finance products and services. With a rich history spanning over 160 years, Wells Fargo is built on a foundation of integrity, customer focus, and community engagement. We believe in fostering a diverse and inclusive environment where every team member can thrive, contributing their unique talents to serve our millions of customers across the globe. Join a company dedicated to building better financial futures for our clients and communities.
Job Description
Wells Fargo is actively seeking a highly motivated and customer-centric Financial Specialist to join our dynamic team in Longmont, Colorado. This is an urgent hiring need for an individual passionate about making a tangible difference in customers’ lives by guiding them through their financial journeys. As a Financial Specialist, you will be the primary point of contact for clients, offering expert advice and tailored financial solutions that align with their short-term and long-term objectives. You will play a crucial role in building and nurturing lasting customer relationships, understanding their unique needs, and proactively identifying opportunities to introduce them to Wells Fargo’s extensive suite of products and services, including checking and savings accounts, credit solutions, investment opportunities, and more.
This role requires an individual with a strong foundation in financial principles, excellent communication skills, and an unwavering commitment to exceptional customer service. You will be responsible for onboarding new clients, assisting with complex transactions, resolving inquiries, and educating customers on digital banking tools and resources. A key aspect of this position involves collaborating closely with other Wells Fargo specialists, such as mortgage consultants, wealth advisors, and small business bankers, to ensure a holistic and seamless experience for our clients. We are looking for someone who is not only knowledgeable about financial products but also possesses a genuine desire to connect with people, listen attentively, and provide personalized guidance. The ideal candidate will be a self-starter, highly organized, and capable of managing multiple priorities in a fast-paced environment while adhering to strict compliance and regulatory guidelines. If you are passionate about finance, dedicated to helping others, and eager to grow your career with a leading financial institution, we encourage you to apply and become a valued member of the Wells Fargo family.
Key Responsibilities
- Serve as the primary point of contact for customers, providing comprehensive financial guidance and solutions.
- Proactively identify customer financial needs and offer appropriate Wells Fargo products and services.
- Build and maintain strong, trust-based relationships with clients to foster loyalty and retention.
- Process complex banking transactions, open new accounts, and assist with loan applications.
- Educate customers on digital banking tools and resources, promoting self-service options.
- Collaborate with other Wells Fargo specialists to ensure a holistic approach to customer financial planning.
- Adhere strictly to all compliance, regulatory, and company policies and procedures.
- Resolve customer inquiries and issues efficiently and effectively, escalating when necessary.
- Participate in ongoing training and development to enhance product knowledge and financial expertise.
- Contribute to branch growth by meeting or exceeding sales and service goals.
Required Skills
- Minimum of 2 years of experience in a customer-facing financial services role.
- Demonstrated ability to build and maintain strong customer relationships.
- Excellent communication, interpersonal, and presentation skills.
- Strong understanding of banking products, services, and financial concepts.
- Proficiency in using banking software and standard office applications (MS Office Suite).
- Ability to work independently and as part of a team.
- High level of integrity, ethical conduct, and attention to detail.
- Proven ability to meet and exceed sales and service goals.
Preferred Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field.
- Experience with investment products or services (e.g., Series 6/7/63/65 licensure is a plus, but not required for initial hire).
- Multilingual abilities, particularly Spanish, to serve our diverse customer base.
Perks & Benefits
- Competitive salary and performance-based incentives.
- Comprehensive health, dental, and vision insurance.
- 401(k) plan with company match.
- Paid time off and holidays.
- Employee stock purchase plan.
- Tuition reimbursement program.
- Extensive training and career development opportunities.
- Employee assistance programs.
- Discounted banking and financial services.
How to Apply
To apply for this exciting opportunity, please click on the application link below. You will be redirected to the Wells Fargo careers portal where you can submit your resume and complete the online application. We look forward to reviewing your qualifications!