Andrea Snyder
Fort Meade,MD
Summary
Adept individual with more than 9 years of experience for customer service operations. Determined at implementing goals and strategies for teams which drive efficiency.
Multi-talented team player able to take on any required task and adapt to changing conditions with a resourceful and hardworking mindset. Dedicated to business success, eager to develop additional skills and advance professionally.
High performing, trustworthy team member who enjoys being in a goal oriented work environment. Offers knowledge of financial products and services. Dependable and punctual.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Licensed Relationship Banker
Wells Fargo
10.2023 - 01.2025
- Ensured regulatory compliance by accurately completing documentation and adhering to bank policies.
- Promoted digital banking services to enhance customer convenience and drive adoption rates.
- Streamlined account opening processes for new clients, resulting in higher client retention rates.
- Conducted regular financial reviews for customers, ensuring optimal management of their portfolios.
- Acted as a liaison between bank clients and Wells Fargo Advisors by identifying client needs for investment services.
- Provided exceptional service to high net worth clients, building trust and fostering long-term relationships.
- Maintained proper licensing in accordance with the Financial Industry Regulatory Authority guidelines through completion of annual Continuing Education.
Wealth Management Client Associate
Wells Fargo Advisors
Dothan, AL
11.2022 - 09.2023
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Curated client documents and assisted clients in completing said documents.
- Facilitated buys and sells of positions/assets at Financial Advisor's direction.
- Monitored and updated financial plans to comply with client goals and company standards
- Studied financial documents to identify potential areas needing improvement or attention.
Associate Personal Banker
Wells Fargo & Company
01.2022 - 11.2022
- Organized my calendar and appointments daily.
- Routinely planned potential conversations around our client's financial priorities.
- Organized my desk to keep necessary materials accessible, neat and organized.
- Kept confidential information locked away, out of view from clients and put away nightly.
- Promoted financial products by maintaining excellent service offering knowledge.
- Performed extensive client account research to answer any inquiries on interest charges, account service fees, balances, payments, and any miscellaneous account benefits or features.
- Worked closely with management to strategize daily, weekly, monthly and quarterly goals for compliance, scheduling, branch tasks, and product knowledge training.
- Efficiently managed branch traffic to direct clients to the appropriate representative.
- Consistently led morning meetings on updates, important company information and daily schedules.
- Conducted appointments with clients and referred them to appropriate partners.
- Completed client transactions from multiple platforms simultaneously.
- Interacted with clients on day-to-day banking needs.
- Opened deposit and credit accounts for new and existing clients.
- Conducted wire transfers for consumer and business clients.
- Consistently worked 40 hours or more per week.
Bank Teller
Wells Fargo & Company
03.2018 - 01.2022
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Counted currency and coins.
- Organized, stocked and maintained my teller window area.
- Kept confidential information out of view of customer and put away at night.
- Maintained friendly and professional customer interactions.
- Executed customer transactions, including deposits, withdrawals, transfers, and payments.
- Processed and exchanged foreign currency.
- Led morning huddles on Fraud and Loss Prevention.
- Gained basic knowledge on products and services.
- Sold cashier's checks, traveler's checks and money orders.
- Educated customers on use of mobile and online banking options.
- Answered customer inquiries regarding account balances, transaction history, and service charges.
- Pulled daily branch reports, including Currency Transaction Report, and Purchase Check Logs
- Completed compliance training and Learning Center courses in a timely manner.
- Completed transactions from multiple platforms simultaneously.
- Shared responsibility of closing TellerView system daily.
- Worked an average of 20 hours from March 2018-February 2021.
- Worked an average of 40 hours from February 2021-December 2021.
- Promoted upward to banker position in Elkridge, Maryland coinciding with a Permanent Change of Station ordered to spouse.
Lead Cashier
Ulta Beauty Inc.
05.2017 - 12.2019
- Utilized creativity and persuasive techniques to upsell and cross sell products to customers.
- Mentored other store employees in customer service and assistance to help improve overall satisfaction.
- Ran the register effectively and handled cash, credit, debit and personal check transactions.
- Determined customer needs by asking relevant questions and listening actively to the responses.
- Worked an average of 30 hours per week
Education
High School Diploma - undefined
Dothan High School
Dothan, AL2016
Skills
- Strategic planning
- Project Management
- Customer service
- Outstanding interpersonal skills
- Goal Oriented
- Natural leader
- Strong work ethic
- Tech Support
- Over-The-Phone Support
- Active listening skills
- Consistently meets personal and professional goals
- Accurate money handling
Accomplishments
Section Leader in Marching Band for two years
Member of National Honor Society for two years
Vice President of Junior Civitan
Most Participation in 11/2018 Wells Fargo Teller Workshop
Wells Fargo Small Business Advocate as of June 2022
References
- David Hurst - (334)677-2612
Branch Manager of Northside Wells Fargo, Dothan, AL
Professional Mentor since 2021
- Deidre Martin - (334)677-2612
Service Manager of Northside Wells Fargo, Dothan, AL
Professional Mentor since 2018
- Andrea Childree - (334)648-2711
Retail Operations Manager of Ulta Beauty, Dothan, AL
Personal and Professional Mentor since 2017
Certification
Maryland State Life Insurance
Securities Industry Essentials
Series 6
Series 63
Timeline
Licensed Relationship Banker
Wells Fargo
10.2023 - 01.2025
Wealth Management Client Associate
Wells Fargo Advisors
11.2022 - 09.2023
Associate Personal Banker
Wells Fargo & Company
01.2022 - 11.2022
Bank Teller
Wells Fargo & Company
03.2018 - 01.2022
Lead Cashier
Ulta Beauty Inc.
05.2017 - 12.2019
High School Diploma - undefined
Dothan High School