Amy Cowger
Wasilla,AK
Summary
Dynamic financial professional with expertise in regulatory compliance and customer relationship management. At Wells Fargo, enhanced client satisfaction by resolving account discrepancies and guiding financial product selection. Proven track record in team collaboration and conflict resolution, driving branch efficiency and service quality.
Overview
10
10
years of professional experience
4
4
Certifications
Work History
Universal Banker II
Northrim Bank
Wasilla, Alaska
04.2026 - Current
- Assisted customers with account inquiries and transaction processing.
- Educated clients on various banking products and services available.
- Conducted thorough compliance checks to ensure regulatory adherence.
- Assisted Customers with deposits, payments and all other financial transactions
- Collaborated with team members to enhance customer service experience.
- Managed cash transactions accurately to maintain operational efficiency.
- Resolved customer issues promptly, ensuring satisfaction and trust.
- Utilized banking software for account management and transactions efficiently.
- Processed deposits, withdrawals, loan payments and other financial transactions.
- Maintained cash drawer by following exact procedures for transactions and strong security protocols.
RELATIONSHIP BANKER
Wells Fargo Bank
Wasilla, AK
04.2024 - 04.2026
- Assisted clients with account openings and service inquiries.
- Maintained up-to-date knowledge of banking regulations and policies.
- Resolved customer issues by coordinating with internal departments.
- Conducted financial needs assessments for personalized solutions.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Guided customers in selecting appropriate financial products and services.
- Educated clients on digital banking tools and resources.
- Operated as Branch Manager Designee on Saturdays or in instances of Branch Manager's absence
- Collaborated with partners to support clients in investment strategies and business development
ASSOCIATE ROVING PERSONAL BANKER
Wells Fargo Bank
11.2021 - 04.2024
- Traveled throughout Alaska to support branches during absences or high demand.
- Collaborated with team members to enhance branch efficiency and service quality.
- Conducted transactions, including deposits, withdrawals, and loan payments.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Provided customer service to clients, including answering questions and resolving issues.
SENIOR FINANCIAL PLANNER
Independence University
08.2019 - 08.2021
- Assisted students and parents with FSA and FAFSA applications, ensuring accurate submissions.
- Developed comprehensive financial aid plans tailored to diverse student needs.
- Collaborated with academic departments to align financial strategies with institutional objectives.
- Communicated regularly with clients, providing updates on account progress and adjustments.
- Facilitated complex transactions, ensuring accuracy of all paperwork prior to submission.
- Trained new hires in financial aid processes, enhancing team effectiveness.
- Maintained proficiency in Financial Aid Guidelines and regulatory requirements.
- Utilized Excel spreadsheets and CVUE for efficient data management.
SENIOR FINANCIAL AID ADVISOR
American Intercontinental University
Chandler, AZ
06.2017 - 07.2019
- Delivered comprehensive student customer service by addressing inquiries and resolving concerns.
- Reviewed financial aid awards, clarifying Title IV funding requirements for students.
- Outlined payment options for education, aiding families in financial planning.
- Demonstrated proficiency in Excel and Windows for efficient data management.
- Managed a team of 14 admissions advisors, aligning operations with organizational goals.
- Conducted onsite training to equip staff with essential skills and knowledge.
FINANCIAL AID ADVISOR
Allen School of Health Sciences
Phoenix, AZ
05.2016 - 05.2017
- Responsible for Student Customer Service, answering phones and providing solutions to any issues or concerns with students and their family.
- Awarded and explained Financial Aid Packages.
- Provided Optimal Student Experience relating to financing their education.
Education
High School Diploma - accounting, general study
Paradise Valley Community College
Phoenix, AZSkills
- Financial product expertise
- Regulatory compliance
- Needs assessment
- Digital banking tools
- Customer relationship management
- Team collaboration
- Relationship management
- Conflict resolution
- Loss prevention
Certification
Series 6 Investment License 2023
Series 65
Life and Casulty Insurance with the State of Alaska
Notary with State of Alaska
NMLS Licensed
Timeline
Universal Banker II
Northrim Bank
04.2026 - Current
RELATIONSHIP BANKER
Wells Fargo Bank
04.2024 - 04.2026
ASSOCIATE ROVING PERSONAL BANKER
Wells Fargo Bank
11.2021 - 04.2024
SENIOR FINANCIAL PLANNER
Independence University
08.2019 - 08.2021
SENIOR FINANCIAL AID ADVISOR
American Intercontinental University
06.2017 - 07.2019
FINANCIAL AID ADVISOR
Allen School of Health Sciences
05.2016 - 05.2017
High School Diploma - accounting, general study
Paradise Valley Community College