ALANA Kyprianou
NJ
Summary
Accomplished banking professional with a proven track record at Wells Fargo Bank, adept in relationship building and risk management. Excelled in acquiring affluent clients and enhancing customer relationships through strategic financial advice. Demonstrates exceptional organizational skills and excels in collaborative environments, significantly contributing to team success.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Premier Banker/ Branch Premier Banker
Wells Fargo Bank
Morristown, NJ
04.2021 - Current
- Proactively acquire new affluent consumers and small business clients through regular outreach and pre-planned appointments.
- Focus on deepening and nurturing existing client relationships by reviewing their concerns and advising on recommended and available financial options according to their individual financial goals.
- Maintain a deep knowledge and understanding of current Wells Fargo banking, credit, and investment solutions and services.
- Strong ability to work closely with partners, including those in Wealth Management, Mortgage, Business Banking Advisory, and investment management, in order to meet the client's individual financial needs.
- Evaluate clients' current financial goals, customize plans, and provide advice regarding retail banking services.
- Utilized multiple bank systems to maintain compliance management and to gather relevant information to enhance customer relationships.
- Partner with multiple financial advisors and lending partners to increase investment opportunities, maximizing each partner's strength in order to deliver top results.
Personal Banker/Bank Teller
Wells Fargo Bank
Morristown, NJ
11.2016 - 03.2021
- Identified customers' financial needs and referred customers to other bankers and partners as appropriate
- Promoted high customer satisfaction by resolving problems promptly and efficiently.
- Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
Education
Bachelor of Arts-BA - Spanish and Latin American Studies
University College of London
London05.2009
Skills
- Strong organizational skills, works independently, and is able to prioritize in a fast-paced environment
- Relationship building
- Expert in risk management
- Excellent written, verbal, and communication skills
- Effective team collaborator
Certification
- FINRA Series 6, 63, 7
- State Insurance License
Languages
Spanish
Professional
Timeline
Senior Premier Banker/ Branch Premier Banker
Wells Fargo Bank
04.2021 - Current
Personal Banker/Bank Teller
Wells Fargo Bank
11.2016 - 03.2021
Bachelor of Arts-BA - Spanish and Latin American Studies
University College of London