Douglas Owens
Summary
Dynamic banking professional with a proven track record in managing diverse customer needs while maximizing satisfaction and driving bank revenue. Expertise in delivering hands-on service and support, complemented by insightful product recommendations and persuasive communication skills. Proficient in promoting digital banking solutions tailored to meet evolving customer financial requirements. Committed to fostering strong client relationships through exceptional service and a deep understanding of the banking landscape.
Overview
23
23
years of professional experience
Work History
Senior Branch Premier Banker
Wells Fargo Bank
01.2013 - 2025
- Management of 400+ affluent and high value clients through client contact strategies, customer needs assessments, and use of the behavior framework to uncover and deliver meaningful financial solutions.
- The ability to work with multiple Financial Advisors and Small Business partners to deliver financial solutions for the affluent client.
- Experienced in providing deposit and credit products and referring investment and insurance to our partners to meet our client's needs.
- Exceeded annual sales targets consistently, demonstrating strong business development skills and dedication to customer satisfaction.
- Built lasting relationships with clients through proactive communication and regular followups.
- Managed a portfolio of high-value accounts, ensuring timely execution of transactions and adherence to compliance requirements.
- Proactively monitored economic indicators and market movements to provide informed guidance on potential investment opportunities for clients.
Personal Banker Officer Licensed
Wells Fargo Bank
01.2010 - 01.2013
- Responsible for selling personal and small business deposit, credit and banking services that mirrored our customer's needs and develop long term relationships.
- Refer investment clients to Wells Fargo Advisors and manage the banking portfolio while communicating additional investment needs to the Financial Advisor. Maintain Series 6 and 63 licenses through continuing education and meeting minimum requirements.
- Improved customer satisfaction by providing personalized banking solutions and effectively addressing client concerns.
- Consistently maintained up-to-date knowledge about current industry trends, regulations, and bank offerings to provide the most accurate guidance possible for clients.
- Assisted customers in navigating online banking platforms, increasing their comfort level with digital transactions.
- Educated clients on credit-building strategies, enabling them to improve their financial profiles.
Store Manager
Wachovia Bank
01.2009 - 01.2010
- Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
- Managed inventory control, cash control, and store opening and closing procedures.
- Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
- Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
PERSONAL Banker 2
Wachovia Bank
01.2004 - 01.2009
- See above for skills and responsibilities.
Vice President of Sales
McLane Company
01.1990 - 01.2001
- Responsible for budgeting, employee management, customer relationships, sales, training and negotiating multi-million service contracts for national grocery Distribution Company.
- Attained 15% annual sales growth for non-national customer base for multiple years. Consistently ranked in the Top 3 VP of Sales for the company.
- Developed training tools for VP of Sales and sales management reports for multiple distribution centers.
- Secured key accounts with targeted presentations, strengthening brand reputation amongst industry leaders.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Developed short and long-term sales strategies to gain market share, uncover new sales opportunities and increase revenue.
Education
BS - Liberal Studies, Minor in Public Administration
University of Central Florida
Cocoa, FL01.2003
Skills
- Professional ethics
- Effective cash management
- Client relationship management
- Loan application management
- Credit evaluation
- Trust services administration
- Proficient in financial software
Hobbies and Interests
Enjoy all types of sports including football, hockey, baseball, and golf. I also like to be active with Autism events in the area in support of a grandson with special needs. I also enjoy spending time with my family and with my other five grandsons.
Timeline
Senior Branch Premier Banker
Wells Fargo Bank
01.2013 - 2025
Personal Banker Officer Licensed
Wells Fargo Bank
01.2010 - 01.2013
Store Manager
Wachovia Bank
01.2009 - 01.2010
PERSONAL Banker 2
Wachovia Bank
01.2004 - 01.2009
Vice President of Sales
McLane Company
01.1990 - 01.2001
BS - Liberal Studies, Minor in Public Administration
University of Central Florida
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