Resourceful banking professional committed to delivering top-level service. Offers skilled client relationship management, conflict resolution, and leadership ability.
Overview
6
6
years of professional experience
Work History
PERSONAL BANKER
WELLS FARGO BANK
02.2019 - Current
Fosters and develops strong customer relationships, while maintaining ability to exceed performance objectives
Created innovative financial solutions to meet customer needs while handling complex transactions across multiple systems ( SVP, Tellerview, Hogan, etc.…) and documenting complaints.
Work closely with management to strategize sales techniques to increase branch production and customer service.
Successfully follow policies, procedures, and regulations while maximizing client experience
Deliver excellent customer service while uncovering financial priorities to help achieve financial goals
Maintain conference calls, Skype meetings, and community outreach events in calendar
LEAD TELLER
WELLS FARGO BANK
10.2015 - 02.2019
Mentored newly hired team members on appropriate responses to patron questions.
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Maintained friendly and professional customer interactions.
Developed daily organizational system for transaction records.
Processed documents for monthly and annual retention procedures.
Utilized tools for risk management on transactions and operations.
Used various software such as SVP, SVT & Microsoft Office suite.
Education
Bachelors Degree -
Easter Florida State College
2022
Associates Degree -
Easter Florida State College
2018
Skills
Financial product knowledge
Client relationship management
Proficiency with SVP, SVT & Microsoft Office suite
Banking operations knowledge
Sales strategy
Financial product knowledge
Problem solving & Communication
Accomplishments
Consistently identifies potential fraud resulting in a save of over $115K in losses.
Elected Digital Advocate to ensure my team is efficient in the new technology advances.
Frequently recognized by both District and Branch Manager for effectively capturing customer complaints.
Regularly acknowledged for outstanding teamwork and customer service from surveys.
Timeline
PERSONAL BANKER
WELLS FARGO BANK
02.2019 - Current
LEAD TELLER
WELLS FARGO BANK
10.2015 - 02.2019
Bachelors Degree -
Easter Florida State College
Associates Degree -
Easter Florida State College
Similar Profiles
Frederick TulayFrederick Tulay
Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)Commercial Banking Portfolio Associate at Wells Fargo Bank NA (Commercial Investment Bank-CIB)