Bre’Anna Smith
Durham,NC
Summary
Accomplished banking professional with 8 years of progressive experience at Wells Fargo, advancing from Teller to Personal Banker and Branch Lead Designee. Proven ability to build and deepen customer relationships through comprehensive financial needs assessments, identifying opportunities across consumer banking, lending credit and business banking. Consistently ranked among the top one-third of bankers in the district, with demonstrated success in mortgage origination and closing multiple mortgage transactions. Experienced in balancing relationship management, sales, operational accuracy, and branch leadership responsibilities to deliver exceptional customer experiences and support business growth.
Overview
8
8
years of professional experience
Work History
Wells Fargo
Raleigh, North Carolina
01.2021 - Current
- Build and maintain trusted customer relationships by conducting comprehensive financial conversation to understand customers goals, financial circumstances and evolving banking needs.
- Consistently rank among the top one-third of bankers in the district, demonstrating strong performance across key banking metrics, including new checking accounts , credit opportunities and relationship growth.
- Successfully closed multiple mortgage transactions, establishing a strong track record in mortgage origination an contributing to customer home ownership goals.
- Identify and recommend appropriate consumer banking, credit, lending, and deposit solutions based on customer needs and financial objectives.
- Support consumer lending activities, including identifying lending opportunities and guiding customers toward appropriate loan solutions.
- Conduct proactive outreach to strengthen relationships, invite customers for financial reviews, and uncover opportunities to deepen overall banking relationships.
- Leverage a holistic understanding of customer financial needs to identify household and family banking opportunities and support long term relationship growth.
- Serve as a Branch Lead Designee, assuming additional leadership responsibilities when the branch manager is out of office.
- Delegate daily tasks,coordinate branch workload , and support team members in maintaining effective branch operations and customer service standards
- Assist customers with trust accounts, estate accounts, small business banking and notary services while maintaining attention to detail and established banking procedures.
Teller
Wells Fargo
Raleigh, NC
11.2018 - 01.2021
- Processed daily banking transactions accurately and effectively while delivering professional, personalized customer service.
- Managed cash handling and balancing responsibilities in accordance with established and policies and procedures.
- Assisted customers with deposits, withdrawals, account servicing and routine banking needs.
- Built strong customer relationships through attentive service, effective communication, and identification of financial needs.
- Referred customers to Personal Bankers for additional products and services.
- Supported branch operations by maintaining transaction accuracy, resolving routine customer concerns, and contributing to an efficient service environment.
- Developed a strong foundation in banking products, operational controls, customer relationship management, and branch procedures.
Education
East Wake High School
Wendell, NCAssociate of Arts -
Wake Technical Community College
Raleigh, NC05-2016
Skills
- Relationship Banking & Customer Retention
- Financial Needs Assessment
- Consumer & Mortgage Lending
- Business Banking
- Checking and Savings Solutions
- Credit and Referral Opportunities
- Customer Outreach & Financial Reviews
- Branch Operations and Cash Handling
- Trust & Estate Accounts
- Notary
- Team Leadership & Delegation
- Customer Service & Sales
- Compliance & Operational Accuracy
Timeline
Wells Fargo
01.2021 - Current
Teller
Wells Fargo
11.2018 - 01.2021
East Wake High School
Associate of Arts -
Wake Technical Community College