Wells Fargo Teller Analysis

At Wells Fargo, teamwork and sales are important skills needed in order to succeed as a teller. At Wells Fargo, I plan to incorporate a system where each teller gains the skills necessary so that each task runs efficiently. To begin, I will start observing each banker’s, and each teller’s normal routine. I will be listening carefully to the conversations the tellers, and bankers are having with customers. As an observer, I will be taking notes on what the employee’s strengths and weakness are when lobbying to a customer, and working with coworkers. I will continue this process for a week. Once the week is complete, I will have one on one meetings with each employee. After the employee’s one on one meeting is complete, a proposed course of

The ideal is to pair each teller with an assigned banker. If successful the process will create more efficient teamwork and sales. With a banker personally working with a teller, the teller’s customer would never have to wait, in result more sales. In the past, tellers would walk over a customer for a sale, but when the customer notices they have to wait, they will then change their mind. This we will be prevented with the "Buddy Banker" system. Furthermore, This is the one of the most crucial aspects of promoting employees’ sales involvement within Wells Fargo. This will allow Wells Fargo to completely start the involvement that is needed in sales and teamwork. A proposed course of implementation is to have each employees draw numbers. If their numbers match, they will become

The notebook will be called the TJ (Teller Journal).The teller journal will be a notebook that tellers will have space to write personal notes, personal goals, and write their strengthens and weakness. Also I would like to implement a process where employees can voice their opinion with upper management. The process can become applied by scheduling one employee, per month, to meet with upper management. Upper management can also discuss any concerns the employee may have. Allowing upper management time to have these meeting, will allow the transition of sales to continue being smooth ,and to continue have our customers and employees feel conformable and