Associate Personal Banker
Wells Fargo
National City, CA
10/17/16 - Current
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Processed loan applications according to established guidelines.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Participated in training sessions regarding new banking products or services.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Advised customers on various financial products available from the bank.
- Promoted additional bank services through personal contact with customers.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
- Assisted and advised customers on using online and mobile banking systems.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Expanded customer relationships by maintaining regular follow-up processes and rapport.
- Used product knowledge and abilities to execute consumer loans and other services.
- Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
- Cultivated relationships with partners to fulfill or provide appropriate referrals for clients.
- Created strategic financial solutions to suit individualized client needs.
- Maintained and built strong client relationships through quality, personalized interactions.
