ANDREW MCGOWAN
Magnolia
Summary
Professional banking specialist with comprehensive understanding of financial products and customer service excellence. Proven ability to assess client needs and offer personalized financial solutions. Valued team collaborator who adapts to changing priorities and consistently achieves results. Skilled in financial advising and client relationship management.
Overview
8
8
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
02.2024 - Current
- Assisted clients in account management and financial planning to enhance customer satisfaction.
- Processed loan applications, ensuring compliance with regulatory standards and internal policies.
- Facilitated financial product recommendations based on individual client needs and goals.
- Educated customers on banking services, driving engagement and product utilization.
- Collaborated with team members to streamline branch operations and enhance workflow efficiency.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Provided support on teller window as coverage needed.
Housing Consultant
Regal Builders
09.2022 - 08.2023
- Provided expert guidance through the entire buying process from the initial tour of the Model Village, to choosing a floor plan as well as consulting on structural upgrade options to best suit the buyer’s individual needs and desires.
- Collaborated with our Design Consultant to coordinate structural upgrades and interior design selections after their initial investment.
- Maintained a trusting relationship throughout a 14-20 month build process by providing regular updates to all parties involved in the purchase (buyer, realtor, lender, legal counsel) through completion of settlement process.
- Maintained and fostered relationships with new and existing leads (prior to purchasing) through regular phone and email communication via Salesforce database.
- Created reports related to prospective business on a month to month basis to provide regular projections for upper management.
- Sales Volume: 17 semi-custom homes under contract with average contract price of $550,000
Style Expert (Men’s Style)
Target
10.2019 - 10.2021
- Improved operational efficiencies while managing customer requests, store inventory, transactions, new purchase orders, and pricing needs primarily focused on the Men’s Style and Women’s Performance areas.
- Assisted routinely in other areas as a Barista at Starbucks, Fulfillment for in store order pickup and online order outbound shipments, Intake stock processing, and Cashiering.
- Opened, shelved, and merchandised new products in visually appealing and well-organized displays for maximum sales promotions in assistance to the store Visual Merchandiser.
Online Sales Specialist
Regal Builders
06.2021 - 09.2021
- Fostered and developed customer interest from both call-ins in addition to paid marketing leads via phone and email communication via Salesforce.
- Maintained an average of over 1000 outgoing phone calls and emails on average per month. (Goal 600)
- Educated and promoted both the lifestyle offerings of our 55+ community along with the initial details related to our semi-custom home offerings for customers up until their initial visit in person.
- Was responsible for booking at minimum 7 initial visits for Housing Consultants per week. Over the 3 months in this position I exceeded expectations with an average of 36 tours scheduled per month (9 per week), whilst assisting on giving tours during the busy summer season.
Beauty Advisor
Sephora Inside JCPenney
10.2017 - 06.2019
- Created individualized skincare and makeup routines through one on one consultations including in person demonstrations and product applications.
- Exceeded daily sales goals of multi-item purchases and overall dollar volume by catering to a clients individual aesthetic and needs while educating about new product and trends.
- Responsible for daily operational tasks including maintaining inventory, keeping hygiene standards, in addition to consultations and tending purchases at POS.
Education
Master of Music - Voice Performance
Royal Welsh College of Music and Drama
01.2017
Bachelor Of Music - Voice Performance
Towson University
Towson, MD01.2015
Skills
- Customer service
- Business operations
- Opportunity identification
- Problem resolution
- Project organization
- Communications
- Process improvement
- Organization
- MS Office
- Customer satisfaction
- Sales expertise
- Relationship building and management
Timeline
Associate Personal Banker
Wells Fargo
02.2024 - Current
Housing Consultant
Regal Builders
09.2022 - 08.2023
Online Sales Specialist
Regal Builders
06.2021 - 09.2021
Style Expert (Men’s Style)
Target
10.2019 - 10.2021
Beauty Advisor
Sephora Inside JCPenney
10.2017 - 06.2019
Bachelor Of Music - Voice Performance
Towson University
Master of Music - Voice Performance
Royal Welsh College of Music and Drama