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
Relationship building and management
Conflict Resolution
Analytical and Critical Thinking
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
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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