Alexander Nelson
Las Vegas,NV
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 14 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills. Experience in building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve performance goals. Recognized consistently for performance excellence and contributions to success in community/regional business banking divisions. Demonstrated ability to leverage a network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Strengths in business analysis and financial accounting backed by training in commercial lending courses.
Overview
14
14
years of professional experience
Work History
Sr. Branch Small Business Banker
Wells Fargo Bank, N.A.
10.2017 - Current
- Primary relationship manager for portfolio of small business customers in assigned territory using customer relationship management tools and systems.
- Managed upwards of 500 business client portfolios by providing one-on-one service when meeting with business owners to understand assets, expenses and long-term as well as short-term financial goals to devise personalized financial plan.
- Build and grow relationships with dedicated book of small business customers by maintaining professionalism, building rapport, asking questions to learn about their financial needs, understanding customers’ goals, and sharing how Wells Fargo can help by following up through proactive outreach, by phone or in-person visits.
- Responsible for acquiring, servicing and growing relationships with small business customers who typically have annual gross sales between $100k and $1MM.
- Consistently achieves Top Performer Rating; Exceeding performance metrics in loan volume & service targets by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships.
Personal Banker
Wells Fargo Bank, N.A.
04.2015 - 10.2017
- Built relationships with customers & community to establish long-term business growth
- Resolved problems with high-profile customers to maintain relationships & increase return customer base
- Serve as risk management leader by understanding and managing risks in business, adhering to policies, procedures and controls, and ensuring compliance with applicable laws, rules, and regulations.
- Increased branch revenue 40% by referring various products and services to partners.
Sr. Relationship Manager
Bank of America
09.2007 - 07.2014
- Managed over 150 business customers in retail branches portfolio. Developed customized solutions of deposit, lending and merchant services/payroll products for small business customers. Planned and attended meetings with clients to cultivate and grow partnerships and opportunities. Built and strengthened industry partnerships to improve product placements and maximize effectiveness of marketing strategies.
Education
Bachelor of Arts - Psychology
University of Nevada - Las Vegas
Las Vegas, NV2025
Skills
- Analytical Thinking
- Business Relationship Management
- Excellent verbal, written & interpersonal communication skills
- Consulting
- Critical Thinking
- Data Analytics
- Data Entry
- Good Telephone Etiquette
- Leadership
- Microsoft Office
- Organization and Time Management
- Presentation skills
- Risk management
- Problem Solving
- Teamwork and Collaboration
- Typing and 10-Key Entry
Affiliations
- Foundation Priority Chair- Small Business Growth, Nevada Employee Impact Team, 2022- Current
- Member, 100 Black Men Las Vegas, 2019-Current
- Member, Ronald McDonald House: Red Shoe Society, 2019-Current
- Ambassador, Southern Nevada Chapter Leadership Board, 2018-2022
Timeline
Sr. Branch Small Business Banker
Wells Fargo Bank, N.A.
10.2017 - Current
Personal Banker
Wells Fargo Bank, N.A.
04.2015 - 10.2017
Sr. Relationship Manager
Bank of America
09.2007 - 07.2014
Bachelor of Arts - Psychology
University of Nevada - Las Vegas