Summary
Overview
Work History
Education
Skills
Timeline
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Chris Neal

Chris Neal

Cape Coral,FL

Summary

As a seasoned Premier Banker with nearly ten experience in financial services, seven of those years in leadership positions, I specialize in building and maintaining strong client relationships by providing exceptional customer experience, tailoring solutions and guidance to help clients achieve their financial goals. My proven track record of fostering trust and delivering results has made me a reliable and valuable advisor to my clients.

Overview

9
9
years of professional experience

Work History

Senior Premier Banker

Wells Fargo Bank
Cape Coral, FL
03.2024 - Current
  • Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments
  • Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols
  • Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers’ financial needs and goals
  • 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
  • Identify client needs and goals for business, mortgage, retirement, and investment services, then 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

Regional Branch Manager

Wells Fargo Bank
Cape Coral, FL
12.2022 - 02.2024
  • Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of the business; This includes coaching bankers to engage customers to understand their needs and work proactively to build relationships and help customers succeed financially
  • Resolve low to moderately complex issues regarding the customer and employee experience, risk, and growth of the team and the business to meet Branch Network business objectives
  • Lead the branch while engaging stakeholders, peers, and internal partners in collaborating and building strong partnerships to deliver a customer-centric experience
  • Mentor and guide talent development of direct reports and assist in hiring talent

Cluster Branch Leader

Truist Bank
Norfolk, VA
08.2021 - 11.2022
  • Drive the growth of Small Business expertise through branch routines of face to face appointments with clients, outbound calling, and prospecting as well as the growth of Mass Affluent through face to face appointments and outbound calling
  • Responsible for successfully executing on the Branch Engagement Routines by leading, growing, coaching and motivating teammates, to fulfill the Purpose Mission and Values for client's financial success and team empowerment
  • Partner with the Area Operations Officer to ensure compliance with bank procedures, internal controls, risk management and the Truist Code of Ethics and ensuring that all required training is successfully completed by the entire team
  • Responsible for Human Capital decisions including interviewing, selection, hiring, workforce scheduling, development planning, annual performance reviews, ratings, and performance counseling including disciplinary actions for all members of branch team.
  • Drive the Business Development of the branch to deliver both strong team performance as well as strong individual performance through personal productivity, in the areas of Truist strategy including but not limited to Small Business, Mass Affluent, @Work Financial Wellness, Integrated Relationship Management (IRM) partnership

Branch Manager

Atlantic Union Bank
Chesapeake, Virginia
04.2019 - 04.2021
  • Promote the branch's overall growth through the development and retention of customer relationships
  • Build partnerships with all line of business partners to meet bank-wide objectives
  • Identify and close sales opportunities to contribute to personal and branch and deposit goals
  • Coach, train, and develop branch team through formal observations and coaching sessions
  • Manage branch documentation, retention, internal controls and adherence to policy and procedures to achieve risk management excellence
  • Uncover opportunities for strengthening of operational infrastructure within the bank to improve risk management and compliance

Service Manager II

Wells Fargo Bank
Virginia Beach, Virginia
05.2017 - 04.2019
  • Onboard, train, and develop new and existing tellers to ensure we succeed in delivering a high level of customer service while educating our customers to assist in their financial success
  • Implement strong processes and procedures that follow company policy to ensure we are effective risk managers for the benefit of the company, the customers, and the shareholders
  • Conduct one on ones with team members around career development to create a successful partnership that ensures they develop and master their current roles, while learning new tasks and behaviors that will translate to their next role
  • Facilitate morning huddles centered around updated company policy and procedure, current world events, business strategy around daily operations, and team member recognition for outstanding performance and achievement in customer service
  • Partnered with other branches locally to assist in audit preparation through oversight and review of retention, documentation, internal controls, and adherence to policy and procedures within the branch.

Personal Banker

Wells Fargo Bank
Virginia Beach, Virginia
03.2015 - 05.2017
  • Provide personal financial counseling, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention
  • Coach tellers and bankers to develop them in their careers while helping them generate sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals
  • Perform daily back shop activities including logging night drop deposit bags in the mornings, processing and shipping out retention documentation, involvement in countless teller buy-sell functions and vault balancing, stage directing and assisting the tellers in ensuring all transactions in the drive through and in the lobby are handled in an effective and efficient manner
  • Operating as a Security Officer who routinely overviews teller transactions over certain limits and uses available resources to determine the most appropriate response for approvals/overrides to ensure we are helping the customer to the best of our ability while also mitigating loss exposure for the customer and Wells Fargo.

Education

Bachelor of Science - Finance - Wealth Management And Financial Planning

Purdue University Global

Associates of Science - Business Administration -

Tidewater Community College

Skills

  • FINRA - Series 6
  • FINRA - Series 63
  • FINRA - Series 7
  • FINRA - Series 66
  • Florida Life & Annuities (Including Variable Contracts)

Timeline

Senior Premier Banker

Wells Fargo Bank
03.2024 - Current

Regional Branch Manager

Wells Fargo Bank
12.2022 - 02.2024

Cluster Branch Leader

Truist Bank
08.2021 - 11.2022

Branch Manager

Atlantic Union Bank
04.2019 - 04.2021

Service Manager II

Wells Fargo Bank
05.2017 - 04.2019

Personal Banker

Wells Fargo Bank
03.2015 - 05.2017

Bachelor of Science - Finance - Wealth Management And Financial Planning

Purdue University Global

Associates of Science - Business Administration -

Tidewater Community College

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Chris Neal