Chelsey Packer
West Jordan
Summary
Dynamic banking professional with extensive experience at Wells Fargo, excelling in loss prevention and persuasive communication. Proven track record in cultivating customer relationships and resolving disputes, enhancing satisfaction and loyalty. Adept at identifying sales opportunities and providing tailored financial solutions, driving branch success through strategic collaboration.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Banker
Wells Fargo
09.2022 - Current
- Resolved customer complaints and disputes to maintain satisfaction and loyalty
- Maintained in-depth product and service knowledge for well-informed customer advice.
- Cultivated strong customer relationships by providing tailored advice and services.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Personal Banker
Wells Fargo
12.2020 - 09.2022
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Answered customer questions and explained available services such as deposit or credit accounts.
Banker Teller
Wells Fargo
05.2019 - 12.2020
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Processed customer transactions promptly, minimizing wait times.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Missionary
The Church of Jesus Christ of Latter Day Saints
03.2017 - 10.2018
- Proselytized people and imparted knowledge of faith using strong public speaking and one-on-one discussions.
- Educated members of congregation on religious beliefs and practices.
Education
Bachelor of Science - Business Administration And Management
Western Governors University
Salt Lake City, UT09-2026
Associate of Science -
Brigham Young University, Idaho
Rexburg, ID12-2023
Skills
- Loss prevention
- Creative thinking
- Teller support
- Persuasive communication style
Certification
Finra Licenses: 6, 63, 65 and Utah Life Insurance
Timeline
Relationship Banker
Wells Fargo
09.2022 - Current
Personal Banker
Wells Fargo
12.2020 - 09.2022
Banker Teller
Wells Fargo
05.2019 - 12.2020
Missionary
The Church of Jesus Christ of Latter Day Saints
03.2017 - 10.2018
Bachelor of Science - Business Administration And Management
Western Governors University
Associate of Science -
Brigham Young University, Idaho