Wells Fargo Wealth & Investment Management.
[Camera zooms in on three Wells Fargo team members]
Tasha Jeffers, WIM Foreign Exchange Analyst:
WIM stands for Wealth & Investment Management. It has a lot of different lines of business within it. The overarching lines are like Retirement, Wells Fargo Advisors, Wealth Management…
Sterling Lane, Wells Fargo Advisors Branch Manager:
You have Abbot Downing, and finally you have Wells Fargo Asset Management. To go there is whether you are a client entering a profession and you’re looking to open your first investment account, or you’re a client who is looking to move into retirement and is looking for services and planning to help you achieve your retirement goals. Or you’re in your final days and you’re looking to pass assets on to your family.
Cynthia Harris, WIM Client Services Manager:
Before I came to Wells Fargo, I wasn’t expecting the type of people and the culture that is here. Coming from the cable industry, it was very focused on sales. It was focused on getting customers. Here, it’s more focused on supplying the needs and providing a service for the customer.
I think we have a diverse set of folks that I work with. And that’s one of the reasons I’ve enjoyed being here.
We have people that are from Ethiopia. We have people from Somalia, from Taiwan — various backgrounds and they bring something different to the table and make us a good team.
You come in thinking that it’s going to be a very professional and very uptight atmosphere and I did not experience that at all. You spend more time at work than you do at home, so it’s always refreshing to have that fun side of things.
It is rewarding to see a client achieve their goals. You work on a day-to-day basis, working with clients, and you believe you’re doing the best thing to help them achieve their goals. But when you realize that you have helped a client, and to say that they can turn in their retirement letter — it’s pretty much why I do what I do. To chase that feeling, to chase that experience. I got into the industry because my grandmother did not have that opportunity, did not have that experience. So that drives me on a day-to-day basis to make sure that the next client won’t see the same challenges my grandmother faced. But they’re more like that client where they can retire on their terms.
The support that senior management, and Wells Fargo in general, shows its employees is something that I’ve never seen. And it’s important to know that you’re not just here, but you’re part of a family. I recently had a death in my family, and senior management took the time to send me food and flowers and to see how I’m doing. They care about you here. And that’s something that I will never forget.
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