Regional Integration

Wells Fargo Training Needs

Wells Fargo Bank offers a wide variety of consumer banking products. They range from checking and savings accounts to investments, insurance, and loans. This requires a substantial amount of training. New hires starting as bank tellers will be need side-by-side training to get accustomed to daily procedures of taking deposits, recording transactions, and balancing at the end of the day. As employees advance to other areas of service as well as those hired directly into positions away from the teller line, there needs to be formal training on the various products offered. These areas will be separated by the loan division and investing and insurance division. Within the loan division, employees will need to be trained on the different kinds of consumer loans available such as home loans, student loans, auto loans, and personal loans. This training will provide a concentrated training on completing the necessary forms and the legal disclosures while focusing on compliance with state and federal regulations. Certain positions within the investing and insurance division will require special licenses and certifications depending on the products offered. Training on specialized products will be provided through Wells Fargo. However, licenses and certifications will be provided through state or federally mandated training and licensure.

It is essential that all customer service representatives have a strong understanding and knowledge of all products that Wells Fargo offers. Training will give employees the skills needed to recognize opportunities to promote products offered. The training will also provide the needed skills to initiate and complete the necessary paperwork or the ability to recruit assistance from colleagues in their respective divisions.

Development:

The development of a customer service representative training plan will be dependent upon the position the training is intended for. The teller position...