About this role:

Wells Fargo is seeking a Sales Enablement Consultant to join our Platform Coaching and Support team within Wealth and Investment Management (WIM). The Sales Enablement Consultant will provide consultative service to the Financial Advisor and field support staff on their platform tools through inbound calls and resolving Excellence First issues, Loudspeaker submissions and escalations.

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 and/or escalations.

• Participate in all required training and remain current on all application releases and updates.

• Identify opportunities for process improvements within scope of responsibilities or functional area.

• Act as a conduit for high priority escalations from different levels of Senior Leadership.

• Analyze performance trends, identify developmental needs, and provide coaching techniques and recommendations to improve sales performance.

• Partner with different Product Teams to stay ahead of updates as well as raise their hand when issues arise.

• Provide resolutions to Excellence First issues, Loudspeaker submissions, escalations from field users as well as Platform Support.

• Act as a business partner in providing necessary tools and resources to sales members to increase the sale of financial products and services.

• Present recommendations for resolving more complex situations and exercise independent judgement while developing expertise in the function, policies, procedures, and compliance requirements.

• Collaborate and consult with Sales Enablement colleagues, internal partners, and stakeholders, including internal as well as external customers.

Required Qualifications:

• 2+ years of Sales Enablement experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• 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

Job Expectations:

• Position Hours: Monday - Friday (as early as 7am CT and as late as 5pm CT)

• This position is not eligible for Visa sponsorship.

• This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CRF 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.

Job Location:

• 2801 Market St. - St. Louis, Missouri

Posting End Date:

17 Jul 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.

Company: WELLS FARGO BANK

Req Number: R-381267

Updated: Fri Jul 05 02:21:15 UTC 2024

Location: SAINT LOUIS,Missouri