Amanda Letourneau
Casselberry,FL
Summary
Driven Relationship Manager with a relentless pursuit of personal and professional growth. Looking to utilize people/ relationship skills from 14 years' experience in the Financial Services Industry to partner with a solid company and revolutionize the customer/employee experience and rates of retention.
Overview
14
14
years of professional experience
Work History
Licensed Personal Banker II
Wells Fargo Bank
01.2015 - 04.2023
- Daily analysis of branch sales to develop and execute on going growth/ retention strategy
- Consistently recognized for driving Branch Profit by 150% quarterly
- Provide peer investment presentations/coaching to 10+ employees on investment topics such as stock, bonds and annuities
- Manage strong business relationship between multiple sales channels as well as manage client relationship
Service Manager
Wells Fargo
01.2014 - 12.2015
- Supervised customer service/sales force of 11 associate
- Decreased overtime by 30% through innovative use of time management software
- Oversaw branch budget process for all cash ordering and supplies
- Created and implemented loss plan resulting in lowest district losses
- Achieved internal audit scores of 97% on 100 pt scale
Licensed Personal Banker 1
Wells Fargo
05.2009 - 10.2014
- Obtained Series 6, Series 63 and Life Insurance with Variable Annuities Licensure
- Received scores in 90th percentile
- Increased Affluent Book of Business by 180%
Education
Bachelor of Business - Marketing
University of Florida
Gainesville, FL05.2009
Skills
- Sales and marketing
- Customer Relationship Management
- Policy development and implementation
- Interpersonal Communication
- Compassion and Empathy
- Conflict Resolution
- Positive Psychology
- Complex Problem-Solving
Timeline
Licensed Personal Banker II
Wells Fargo Bank
01.2015 - 04.2023
Service Manager
Wells Fargo
01.2014 - 12.2015
Licensed Personal Banker 1
Wells Fargo
05.2009 - 10.2014
Bachelor of Business - Marketing
University of Florida