Allen Boesl
Relationship Banker
Andover,MN
Summary
Personable New Accounts Representative with 5+ years' experience in the Finance Industry. Outstanding leadership and organizational abilities with superb verbal and written communication skills. Familiarity with all account types, products and services.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Wells Fargo
Roseville & Andover, Minnesota
12.2019 - Current
- Provided advice on different bank products and financial options.
- Evaluated client financial positions and identified most appropriate banking products, or utilized partners to provide most appropriate products/services Wells Fargo Bank or Wells Fargo Advisors offered.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
Personal Banker
Wells Fargo
Andover, Minnesota
01.2018 - 12.2019
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
Lead Teller
Wells Fargo
Ishpeming, Michigan
09.2017 - 12.2017
- Mentored newly hired team members on appropriate responses to patron questions.
- Created teller schedule to keep weekly and weekend shifts properly staffed.
- Replenished ATM funds in empty canisters prior to validation process.
Teller
Wells Fargo
Marquette, Michigan
07.2016 - 09.2017
- Educated customers on use of banking website and mobile apps.
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
Skills
Financial Advising
Hobbies
Outside of work you would find me spending my time with my spouse, Paige. As a couple, we enjoy spending time with our family by playing board games, watching movies and doing different crafts. Paige and I also enjoy going to the gym, attending and volunteering at our church - Eagle Brook Church, and watching TV shows together.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Relationship Banker
Wells Fargo
12.2019 - Current
Personal Banker
Wells Fargo
01.2018 - 12.2019
Lead Teller
Wells Fargo
09.2017 - 12.2017
Teller
Wells Fargo
07.2016 - 09.2017