Carolyn Edwards
Summary
Personal Banker experienced in financial services industry. Achieved business growth through tailored banking solutions and cross-selling of products and services. Focused on delivering exceptional client service and maintaining current knowledge of banking trends and regulations.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banker
Wells Fargo
Hamilton
11.2021 - Current
- Provided expert advice on personal banking services and investment options.
- Conducted needs assessments to identify suitable financial solutions for clients.
- Supported customers in account management, loan applications, and informed financial decision-making.
- Guided customers in account opening and financial product inquiries to enhance their banking experience.
- Processed transactions efficiently using Wells Fargo banking systems.
- Maintained up-to-date knowledge of bank policies and regulations.
Office Manager Assistant
As Close As Family
Hamilton
02.2020 - 11.2021
- Coordinated office activities to optimize daily operations.
- Managed scheduling and appointments for staff and clients.
- Maintained office supplies and inventory levels to prevent shortages.
- Supported staff with administrative tasks to streamline workflow.
Education
Winfield City High School
Winfield, ALSome College (No Degree) - Business Administration
Free Will Baptist Bible College
Nashville, TNSkills
- Customer relationship management
- Account management
- Financial advising
- Financial product knowledge
- Credit analysis
- Transaction processing
- Regulatory compliance
Certification
- NMLS certification
Timeline
Personal Banker
Wells Fargo
11.2021 - Current
Office Manager Assistant
As Close As Family
02.2020 - 11.2021
Winfield City High School
Some College (No Degree) - Business Administration
Free Will Baptist Bible College