1+ months

Phone Banker 4

Manila, NCR
  • Job Code
About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortunes 2017 rankings of Americas largest corporations. Wells Fargos vision is to satisfy our customers financial needs and help them succeed financially. News, insights and perspectives from Wells Fargo are also available at
Wells Fargo Stories.

About the Role

The Phone Banker4 p
rovides support to multiple banker by responding to escalations and is responsible for coaching on sales opportunities as necessary.

  • Handles escalated and unresolved calls from less experienced bankers and provides direction and coaching on sales opportunities as needed to meet defined sales, productivity and performance goals.
  • Assists supervisor/manager with management of the daily activities of a group of representatives who have clearly defined goals and quotas including cross-sell, product referrals and profit.
  • Recognizes and recommends areas needing improvement.
  • Responsible for coaching and supporting bankers to achieve individual goals, team goals, and sales, productivity and performance goals.
  • May assist in scheduling and coordination of team activities.
  • Requires extensive knowledge of the organization, products, and/or services.
  • Engaging new hires by meeting weekly while in training, listening to calls, introducing them to fellow team members, coordinating welcoming activities, facilitating transition to the floor team
  • Reviewing online information and related bulletins to stay current on all policy and procedural changes


  • Financial Services

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Phone Banker 4

Wells Fargo
Manila, NCR

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Manila, NCR

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