Aman Kaur

Senior Premier Banker

Wells Fargo & Company

10.2015 - Current

Building relationships with customers that go beyond a single interaction, being part of an affluent customer strategy on the customers financial needs.
Proactively follow up with customers on commitments, satisfaction, and ongoing financial conversations to build lifelong relationships.
Managing various aspects of client relations, identifying client requirements, recommending banking solutions and assisting clients to ensure a high level of satisfaction.
Turning almost every service interaction into sales by uncovering additional needs and transitioning the clients over to the appropriate partners.
Demonstrate awareness and respect for customers time by ensuring all interruptions are efficient and accurate.
Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
Informing customers of the appropriate options, available to help them achieve their financial goals.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Opened, closed, and updated accounts for customers.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Tracked and processed customer account requests and applications.
Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
Monitored accuracy of customer information.