Brenda Aslyn
Rosemount,MN
Summary
Experienced sales professional highly effective at fostering long-lasting relationships and trust while working with clients of all levels and backgrounds. Friendly and personable with an adaptable approach. Skilled at developing relationships, engaging and coaching clients to reach their goals. Strong work ethic with ability to multi-task and problem solve. Expertise in sales, networking, customer service and account retention. Highly-motivated with desire to take on new challenges. Strives to provide every customer a positive and memorable experience. Seeking to apply my experience and passion in a position to help others reach their goals.
Overview
28
28
years of professional experience
Work History
Senior Premier Banker
Wells Fargo
Edina, MN
10.2023 - Current
- Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
- Identify client needs and goals for business, mortgage, retirement, and investment services. Partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients’ overall financial circumstances and goals
- Advise customers on various aspects of recommended and available financial options and services
- Maintain deep knowledge and understanding of banking, credit and investment financial solutions and services
- Implement strategies to meet sales targets for banking products, including loans, credit cards, and savings accounts.
- Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulation
- Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially
- Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances
- Active member of the branch team, including providing guidance and coaching to other branch employees on developing relationships and managing complex client needs
Real Estate Consultant
Realty Group
Woodbury, MN
01.2020 - Current
- Cultivated strong client connections and built trust to foster loyalty and long-term business connections.
- Consulted with clients to understand needs and financial means related to planned property purchases.
- Advised and consulted with prospective clients on current market activities and optimal buying or selling choices.
- Served as local real estate expert, advising clients on market dynamics and home pricing.
- Managed real estate transactions from initiation to closing.
- Oversaw and negotiated offers for real estate purchases on clients' behalf.
Financial Advisor
Securities America
Duluth, MN
02.2010 - 05.2019
- Developed and strengthened relationships with new and existing clients through loyal and dedicated service.
- Consulted with clients to assess and meet short and long-term financial goal.
- Coached clients to discover values and goals related to money.
- Provided ethical, objective and holistic financial planning advice to clients.
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Promoted business to increase customer base and grow revenue.
- Grew assets under management and promoted business through referrals and new business opportunities.
- Developed and presented workshops to educate and grow client base.
Financial Advisor
Several Companies
Duluth, MN
01.1997 - 02.2010
Education
Professional Life Coach Certification -
Institute For Professional Ethics in Coaching
2018
Series 7, 63, 66, Life And Health Insurance
Securities And Insurance Licenses
1997
Master of Arts - Management And Psychology
College of St. Scholastica
Duluth, MN1996
Bachelor of Arts - Business, Finance and Psychology
College of St. Scholastica
Duluth, MN1993
Skills
- Build and manage relationships
- Effective at building trust and confidence with clients
- Strong interpersonal skills
- Adaptable and Flexible
- Detailed and Service Oriented
- Sales Pipeline Management and follow-up
- Articulate and Persuasive
- Verbal and Written Communication
Timeline
Senior Premier Banker
Wells Fargo
10.2023 - Current
Real Estate Consultant
Realty Group
01.2020 - Current
Financial Advisor
Securities America
02.2010 - 05.2019
Financial Advisor
Several Companies
01.1997 - 02.2010
Professional Life Coach Certification -
Institute For Professional Ethics in Coaching
Series 7, 63, 66, Life And Health Insurance
Securities And Insurance Licenses
Master of Arts - Management And Psychology
College of St. Scholastica
Bachelor of Arts - Business, Finance and Psychology
College of St. Scholastica