ASHLEY HARDEMAN
Kennesaw,GA
Summary
Dynamic banking professional with extensive experience at Wells Fargo Bank, N.A., excelling in customer relationship management and financial planning. Proven track record in exceeding sales goals and enhancing client loyalty through exceptional service and strategic prospecting. Skilled in credit assessment and fostering team performance to drive branch success.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Senior Branch Premier Banker
Wells Fargo Bank, N.A.
07.2022 - Current
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Completed outbound calls to solicit business and revenue for investment and mortgage department.
- Researched, reviewed and evaluated bank customer investment and insurance portfolios.
- Liaised with client management to construct financial models based on customer pipeline and revenue ramp assumptions.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
Regional Branch Manager
Wells Fargo Bank, N.A.
08.2012 - 07.2022
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and growth strategies.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns, grow relationships, and promote loyalty.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Maximized performance by monitoring daily activities and mentoring team members.
Personal Banker
Wells Fargo Bank, N.A.
08.2010 - 08.2012
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Answered customer questions and explained available services such as deposit accounts, credit products, small business, and wealth management solutions.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
Education
Business Management
Kennesaw State University
Kennesaw, GASkills
- Credit assessment
- Industry trends
- Financial planning
- Professional ethics
- Prospecting
- Promoting products
- Customer Service-oriented
- Cross-selling expertise
- Customer education
- Exceeding sales goals
- Customer relationship management
Certification
- Series 7
- Series 6
- Series 63
- Series 65
- Life Insurance
- Variable Insurance
Timeline
Senior Branch Premier Banker
Wells Fargo Bank, N.A.
07.2022 - Current
Regional Branch Manager
Wells Fargo Bank, N.A.
08.2012 - 07.2022
Personal Banker
Wells Fargo Bank, N.A.
08.2010 - 08.2012
Business Management
Kennesaw State University