Alexander schwan
Wells Fargo Bank, N.A.
PHOENIX,AZ
1
Certification
8
years of professional experience
Senior banking professional with 8 years managing high-net-worth portfolios including 5 years leading affluent relationships. Expertise in driving growth, enhancing client relationships, and collaborating with wealth management specialists that has grown to over $100M in assets. Focused on delivering all-in-one place for client needs which include credit, deposit, and wealth management solutions in partnership with financial advisors and other specialists to meet clients' needs.
Work History
Senior Premier Banker (Vice President)
1 Year 10 Months- Relationship Growth: Build and expand retail banking relationships through continuous proactive outreach to customers, prospects, and referrals of high-net-worth clients ranging from $250,000 to $10M.
- Sales Results: Consistently achieve and exceed individual financial, production, and relationship metrics by delivering personalized financial guidance that helps customers make informed decisions.
- Internal Partnerships: Actively identify customer needs outside of retail banking, seamlessly referring complex wealth management, mortgage, or commercial opportunities to the appropriate bank partners.
- Operations & Risk Management: Mitigate operational, credit, and legal risk by executing account openings and transactions in full compliance with bank policies and federal regulations.
Personal Banker
3 Years 6 Months- Service Standards: Fostered Collaborative partnerships with branch colleagues and customers by listening attentively, asking insightful questions, and taking prompt action to resolve immediate needs.
- Account Administration: managed the end-to-end process for opening deposit accounts and cross-selling core banking services to maximize customer retention.
- Leveraging Operational Flexibility: Balanced cash drawers and vault accounts on daily basis with accuracy in compliance in mind while providing excellent customer service and maintaining strong cash handling skills.
Lead Teller | Teller
2 Years 8 MonthsEducation
Bachelor of Arts - Psychology
- Awarded Summa Cum Laude
Associate of Arts - Philosophy
Associate of Arts - Political Science
Skills
HNW wealth management
Credit & lending
Internal partnerships
SalesForce
Operations
Financial analysis
Team leadership
Customer relationship management
Client engagement
Accomplishments
$100M+ Book of Business managed
Certification
- SIE
- Series 6
- Series 63
- Arizona Life & Health Insurance License
Timeline
Senior Premier Banker (Vice President)
Wells Fargo Bank, N.A.
11.2024 - CurrentRead More
Personal Banker
Wells Fargo Bank, N.A.
05.2021 - 11.2024Read More
Lead Teller | Teller
Wells Fargo Bank, N.A.
09.2018 - 05.2021Read More
Arizona State University
Bachelor of Arts from Psychology
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Arizona State University
Associate of Arts from Philosophy
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Arizona State University
Associate of Arts from Political Science
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